Scorecards are completed by team members so that you can see how prepared a company is should they need to go through a material event.
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Scorecard templates can be created for future clients that have the same natured deal and will need the same requirements.

To duplicate an existing Scorecard template, follow these steps:
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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.