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Make a copy of a library template

Library templates stay as published. Make a copy to tailor one for a job.

A template in your Library stays exactly as it was published, so your organisation always has the original. No one can edit it, including Admins.

To tailor it for a job:

  1. Open the template in Documents, in the Library folder.
  2. Choose Make a copy.
  3. The copy opens. It is yours to edit, share and publish like any other document.
  4. Complete document takes you through what to check before you use it: the details, the lists the template ticked, the legislation and each hazard with its controls. See Start a document for how it works.

You can also move a library template or put it in the trash. Your organisation keeps the template, so you can add it again from Templates at no cost.

Review a template

Choose Review on a library template to rate it and say what you thought. Pick how your name shows: with your company, first name only, or as a verified customer. Your review appears on the template's page once it has been checked.

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