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.
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:
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.