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Method Community » Method:Classic » Method:Classic General Q&A » report designer, how to copy one template of an account to another account?

report designer, how to copy one template of an account to another account?

Last post 07-24-2015 10:57 AM by Method_Morty. 1 replies.
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  • 07-24-2015 8:55 AM

    report designer, how to copy one template of an account to another account?

    Reply Contact

    Hi,

    I have several pdf template under one Method Account, and now I want to copy them to another Method account. How can I make it?

    Thanks.

    Alex

    Chief Architect
    Yi Systems, Inc.
    alexhuang@yisystems.com
    www.yisystems.com blogs.yisystems.com
    Software.Web.Cloud.IT

  • 07-24-2015 10:57 AM In reply to

    Re: report designer, how to copy one template of an account to another account?

    Answer
    Reply Contact

    Hey Alex,

    To copy a template from one account to another:

    - File > Save As

    - Input the different company account credentials > Connect

    - Create New Report

    That should save the report into the new account.

    - Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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