> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# Copy documents and use templates

> Reuse schedules, pinboards and proposals across projects while starting client decisions and document history fresh.

Use **Copy to project** for a specific new job, or **Save as template** to keep a reusable studio starting point. Both create a separate document; review its products, prices and wording for the destination project.

## Copy to another project

1. Open the source document's actions menu in the project's schedule or pinboard list, or the proposals list.
2. Choose **Copy to another project…**, enter a name and select **Destination project**. Create another project first if none is available.
3. For a pinboard, choose how its schedule should be handled:

| Option                        | Result                                                                                                                |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| **Copy linked schedule**      | Copies the source board's schedule into the destination project too. Available when the source has a linked schedule. |
| **Link an existing schedule** | Connects the new board to a schedule you choose in the destination project.                                           |
| **Pinboard only**             | Copies the board without an approval schedule. Choose a destination schedule before sharing.                          |

4. Choose **Copy to project**, then open and review the new document.

## Save and use a template

Choose **Save as template…** in the document's actions menu, give the template a clear name, then choose **Save template**. A studio template remains available independently of its original document.

In the destination project, choose **Use template** for the document type, select the template and enter the new document name. For a proposal, select its project if prompted.

A pinboard template saves only the board. Its schedule must be saved as a separate schedule template. When using a pinboard template, choose **Pinboard only**, **Link an existing schedule**, or **Create a new empty schedule**, then create the pinboard. This differs from copying a board together with its linked schedule.

## What starts fresh

| Document | Reused content                              | Fresh state                                                         |
| -------- | ------------------------------------------- | ------------------------------------------------------------------- |
| Schedule | Products, pricing, columns and layout       | Approvals, sharing and order history                                |
| Pinboard | Presentation layout and items               | Approvals, client comments and sharing                              |
| Proposal | Wording, phases, fees and payment structure | Destination project's client; signatures, dates and sending history |

Check copied page visibility before sharing a board. Check variants, quantities, prices and the destination client before issuing any document. Copying a signed proposal creates a new draft; it does not transfer the original client's acceptance.