How to duplicate a Tear Sheet

Replicating Tear Sheets to easily summarize Company information

To duplicate a Tear Sheet, navigate to the Tear sheets section and then click the three dots next to the Tear Sheet you want to duplicate. Click Duplicate to duplicate the Tear Sheet.

You will now see a duplicate of the Tear Sheet in your Tear sheets section. Click the name of the Tear Sheet to make additional edits.

To rename the template and add companies, select the three dots located at the top right followed by Settings.

From here, you can enter a new name and add companies. Click Apply when finished adding companies. Then press Save to save your changes.

Please let us know if you have additional questions!