Do you own multiple facilities and manage them on Cloud? Sometimes you need to make changes to your documents and apply those changes across all of your facility. Read more to learn how to do this!

To start, select Configuration then Template Management. Select the type of template: Email, SMS, or Document, and make your necessary changes.

Once you’re done, make sure you Save your changes!! Select the “Copy Templates to Other Sites” button in the top right hand corner of the screen.

Select the templates you wish to copy over, and which site you wish to copy the templates to, then press “Copy Templates”

Congratulations! Your templates have been copied over!

If you have any questions or concerns, please email us at [email protected]!

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