Cloning a custom file template is a time-saving feature that enables you to create a new template that copies and reuses field settings from an existing custom file template. Follow the steps below to clone a custom file template:

1. Create the template.  Follow steps 1-5 in Creating a Custom File Template.
2. Enter a descriptive name that identifies the custom file template you are creating.
3. Select the Key Identifier from the dropdown list. The Key Identifier that you set is used to identify records when they are displayed on the File Details screens, the Items step and the Details step in the retrieval order cart, on order confirmation emails and within the Track Orders selection.
4. Select the custom file template to be cloned. The field settings from the source template are copied.
5. If necessary, click the checkboxes to select or unselect and change any field settings. If the customer is division- or department-enabled, there are required fields that cannot be changed.
6. Click Confirm> to continue to the Confirmation step in the File Template wizard.
   NOTE:  Use the back buttons (<Choose Customer, <Assign Organizations and  <Customize Fields) to return to prior steps in the wizard and modify your selections.
7.  Review the settings.
8. Click Finish to finalize your custom file template.  You are returned to the Manage File Templates screen; a success message displays and the custom file template you created appears on the screen. The template is effective immediately.
   NOTE:  Custom file template settings override the custom layout that individual users are able to create during file entry.