# How to Duplicate or Reuse a Template

Learn how to duplicate templates, convert documents into templates, and save reusable content for consistent and efficient document creation.

June 1, 2026

# Overview

Duplicating and reusing templates allows you to quickly create variations of your existing content without starting from scratch.

You can duplicate full templates, convert any document into a reusable template, or save specific Content Resources as reusable resources.

# How to Duplicate a Template

If you already have a template you’d like to reuse or modify, you can duplicate it directly from the Content Library.

1. Go to **Content Library → Templates**.
2. Hover over the template you want to copy.
3. Click the **⋯ (More actions)** menu.
4. Select **Duplicate**.
5. Rename your new template and make any edits as needed.

Duplicating templates makes it easy to maintain consistent designs while adapting content for different teams, languages, or markets.

# How to Convert a Document into a Template

If you have a draft or Send-out you’d like to reuse, you can easily convert it into a template.

1. Open the **document**.
2. Click the **⋯ (More actions)** menu.
3. Select **Convert to template**.
4. Name your new template and confirm.

**Notes:**

- The original document remains unchanged.
- Recipients are not notified.
- Assigned recipients are replaced with **template roles** (Signer, Internal Approver, External Approver, or Viewer).

# How to Save Content Blocks as Reusable Resources

You can save specific sections, such as pricing tables, legal clauses, or summaries, as reusable content.

1. Open a **document or template** in the Editor.
2. Hover over the block you want to reuse.
3. Click the **⋯ (More actions)** menu.
4. Select **Save as reusable content**.

The block is now available in your **Content Library → Resources**.

To reuse it:

- Open any template or document.
- Click **Add section → Resources**.
- Select the saved block to insert it.

# How to Duplicate a Resource

To create a variation of a reusable content block:

1. Go to **Content Library → Resources**.
2. Hover over the content you want to copy.
3. Click the **⋯ (More actions)** menu.
4. Select **Duplicate**.
5. Rename and edit as needed.

Duplicating resources helps you keep a consistent base while tailoring content for different audiences or use cases.

# Best Practices

- Use duplication to maintain consistency while allowing for local variations.
- Convert high-performing documents into templates for easy reuse.
- Build a library of reusable sections (pricing tables, legal clauses, summaries) to save time.
- Regularly review and update templates to keep your content library organized.

# Limitations

- Converting a document to a template does **not** affect the original document.
- Recipient details are **not** included when converting.
- Templates are **not automatically updated** if the original document changes.
- Deleting a template or resource is **permanent**.