All transaction print templates are created using the Web Report Designer. If you made changes to a template, you can copy that transaction to another Method account.
NOTE: You need to be an Admin in order to access the Web Report Designer in your Method account.
Click the upper-right Profile icon and then clicking Account Settings.
Scroll down and find and click Reports & Print Templates.
Search for the template you want to copy to another account. In the below example, we created a customized estimate we want to copy.
Click the vertical ellipsis [
⋮] beside the template you wish to copy, and then select Copy to an account.
This will bring up a new pop up to fill. Once you fill in the appropriate fields, click Create copy.
Account - Method account to copy to
Name - Name of the copied report within the destination account
Description - Description for the copied report
Once you click Create copy, Method will copy it over to the other account. This may take a minute or so. However, when complete, it will show the following success screen.
From here, you can go to the account by clicking Go to account and you're done.