[IM] Copying Import Templates in IM Template

Created by Crystal Millington, Modified on Fri, 26 Dec at 3:21 PM by Crystal Millington

It is recommended to copy standard import templates and modify the copy rather than editing the original template.


Steps:

  1. In IM Template, select File > Copy Template to open the IM Template Copy form.

  2. Enter the template to copy in the Source Template field (press F4 to see available templates).

    • By default, the current template is used as the source.

  3. Enter the name of the new template in the Destination Template field.

  4. Add a description in the Description field.

  5. Click Copy, then confirm by selecting OK.

  6. Close the IM Template Copy form.

  7. Locate the new template in IM Template and make any necessary modifications.

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