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Cloning Certificate Templates Across Locations

Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows…

1 min read178 words2 explained imagesUpdated Thu, 27 Feb, 2025 at 10:06 AM
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On this page
  1. Overview
  2. Key Highlights:
  3. How to Clone a Certificate Template

Overview

Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows cloning for up to three locations at a time while ensuring all associated elements are transferred seamlessly.

Key Highlights:

✔ Clone certificate templates across multiple locations (up to 3 at a time).
✔ Automatically migrates all media files and images associated with the template.
✔ Retains all template configurations and version history.
✔ Option to clone within the same location as well.

How to Clone a Certificate Template

  1. Navigate to:

    • Go to Memberships > Certificates.

  2. Initiate Cloning:

    • Click on the three-dots (⋮) next to the template you want to clone.
    • Select Clone from the menu.

  3. Configure Cloning Settings:

    • Edit the Template Name (if needed).
    • Select the locations where you want to clone the template (up to 3 locations).

  4. Complete the Process:

    • Confirm your selection, and the system will replicate the template along with all media files, configurations, and version history.
Note:
You can also clone a certificate template within the same location if needed.
How to Clone a Certificate Template (image 1 of 2) What this shows Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. What this shows Illustrates the "How to Clone a Certificate Template" section of "Cloning Certificate Templates Across Locations". This screenshot appears in the "How to Clone a Certificate Template" section of "Cloning Certificate Templates Across Locations". For context, this section explains: Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows cloning for up to three locations at a time while ensuring all associated elements are transferred seamlessly. Key Highlights: ✔ Clone certificate…. This part of the guide covers 2 fields, listed below. Image 1 of 2
Fields in this part of the guide Initiate Cloning:Configure Cloning Settings:
Buttons and menus referenced Overviewthree locations at a timeHow to Clone a Certificate TemplateMembershipsCertificatesthree-dots (⋮)CloneEdit the Template NameSelect the locations
All 4 steps in this procedure
  1. Navigate to:
  2. Initiate Cloning:
  3. Configure Cloning Settings:
  4. Complete the Process:
How to Clone a Certificate Template (image 2 of 2) What this shows Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. What this shows Illustrates the "How to Clone a Certificate Template" section of "Cloning Certificate Templates Across Locations". This screenshot appears in the "How to Clone a Certificate Template" section of "Cloning Certificate Templates Across Locations". The text alongside this image reads: Overview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows cloning for up to three locations at a time while ensuring all associated elements are transferred seamlessly. Key Highlights: ✔ Clone certificate…. This part of the guide covers 2 fields, listed below. Image 2 of 2 What this coversOverview Users can now clone certificate templates from one location to another, making it easier to replicate and reuse designs. This feature allows cloning for up to three locations at a time while ensuring all associated elements are transferred seamlessly. Key Highlights: ✔ Clone certificate templates across multiple locations (up to 3 at a time). ✔ Automatically migrates all media files and images associated with the template. ✔ Retains all template configurations and version history. ✔ Option to clone within the same location as well. How to Clone a Certificate Template Note: You can also clone a certificate template within the same location if needed.
Fields in this part of the guide Initiate Cloning:Configure Cloning Settings:
Buttons and menus referenced Overviewthree locations at a timeHow to Clone a Certificate TemplateMembershipsCertificatesthree-dots (⋮)CloneEdit the Template NameSelect the locations
All 4 steps in this procedure
  1. Navigate to:
  2. Initiate Cloning:
  3. Configure Cloning Settings:
  4. Complete the Process:

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