Duplicating and restoring templates

This guide explains how to create a backup copy of your customized template or revert to Usystems' original default template if you need to start fresh.

Before you start:

• You must have permission to manage print templates (admin or equivalent role).
• Know which template you want to duplicate or restore (e.g., "Invoice – Default").
• If you are restoring a template, any custom changes you made will be lost unless you have saved a duplicate first.

Duplicating a template (creating a backup):

1. Open the Templates page. Go to Settings → Print Templates Open in Usystems.

2. Find the template you want to copy. Locate it in the template list.

3. Look for the duplicate option. On the template row or detail page, find a menu, button, or action labeled Duplicate, Copy, or similar (exact label may vary by product version).

4. Confirm the duplicate. The system creates a new template with the same content. The new template typically has a name like "Invoice – Default Copy" or "Invoice – Default (1)" and appears in your template list.

5. Rename if desired. You may edit the new template's name to distinguish it clearly (e.g., "Invoice – Custom June 2026" or "Invoice – Backup Before Redesign").

6. Use the duplicate. You can now make changes to your original template knowing you have a backup. If things go wrong, you still have the copy.

Restoring a template to the default version:

1. Open the Templates page. Go to Settings → Print Templates Open in Usystems.

2. Select the template you want to restore. Click on the template to open it.

3. Look for a restore or reset option. On the template detail page, find a button or menu item labeled Restore to Default, Reset to Original, or Revert Template.

4. Confirm the restoration. A confirmation dialog may appear warning that this action cannot be undone and all custom changes will be lost. Click Yes, Confirm, or similar to proceed.

5. Verify the result. The template code returns to the original Usystems version. You can now edit it again or use it as-is.

Tips & common mistakes:

• Always duplicate before major changes. If you plan to significantly redesign a template, create a duplicate first. This ensures you have a working fallback if your edits break something.
• Restore only when necessary. Restoring overwrites all your custom work. If you just need to undo a small change, consider using your browser's undo function (Ctrl+Z or Cmd+Z) instead.
• Name your duplicates clearly. Use descriptive names like "Invoice – 2026 English" or "Receipt – POS Thermal" so you can easily find the right template later.
• Test restored templates. After restoring a template, print a test document to confirm it works correctly before distributing the template to your team.