Scorecard templates can be created for future Scorecards used for deals of the same nature and that need the same, or similar set of Topics and Requirements.

This allows the person creating and sending the Scorecard to choose from an existing template.

Duplicating a Scorecard template copies over the Areas, Topics and Requirements into a new Scorecard template.

To duplicate an existing Scorecard template, follow these steps:

1. Go to the Top navigation menu, then select Templates.

2. Under Templates, locate the Scorecard template.

3. Select the Item menu, then select Duplicate.

⚠️Good to know: When duplicating Scorecard templates the word copy will appear at the end of the Scorecard template title. To edit the title select the Scorecard, then select edit. Learn more here.

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