It can be time-consuming to build a perfect template, that’s why we made it possible to copy an existing template if you have one you’d like to use as the foundation for new templates. This article shows how you can duplicate or copy a template on the web app and the mobile app. You can also duplicate or copy inspections if you wish to use an existing inspection for a new one.

”View and Edit” permission to the template is required in order to duplicate it. Learn more about how you can share templates to provide “View and Edit” access to your team.

Duplicate a template

Web app

  1. Log in to the iAuditor web app.
  2. Select “Templates” from the left-hand side pane.
  3. Select the checkbox(es) corresponding to the template(s) you wish to duplicate.
  4. Click the “Duplicate” button on the upper-right corner of the page.
  5. See the duplicate template(s) appear at the top of the list with “ - duplicate” appended to the template name.

Mobile app: Android

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to duplicate.
  5. Select “Details” from the pop-up menu.
  6. Tap the 3 dots at the upper-right corner of your screen.
  7. Select “Duplicate”.
  8. Return to the “Templates” list to see the duplicate copy with “ - duplicate” appended to the template name.

Mobile app: iOS

  1. Log in to iAuditor on your mobile device.
  2. Tap on “Inspections” at the bottom of your screen.
  3. Select the “Templates” tab at the top of your screen.
  4. Search and select the template you wish to duplicate.
  5. Select “Duplicate” from the pop-up options.
  6. Return to the “Templates” list to see the duplicate copy with “ - duplicate” appended to the template name.
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