Copying Submission Templates

Regulatory Administrators can copy an existing submission template to create a new one.

The copied submission template contains the schedule tasks, regulatory contexts, regulatory guidelines, countries, and languages from the source template. For example, if the regulatory authority released a new revision of a guideline, you would copy the existing submission template and add the new guideline.

Before you begin: View the list of existing submission templates. See Submission Templates List.
See Also
Submission Template Properties
  1. Select the source submission template that you want to copy to create a new submission template.
  2. Select how you want to use the source submission template's folder contents in the new submission template:

    Folder Contents OptionDescription
    CopyCopies the contents of the existing submission template folders to the folders of the new submission template.
    IgnoreIgnores the contents of the existing submission template folders and does not copy or reference them in the folders of the new submission template.
    Reference ExistingReferences the contents of the existing submission template folders in the folders of the new submission template.

  3. Select how you want to use the source submission template's tasks in the new submission template:

    Folder Contents OptionDescription
    CopyCopies the tasks of the existing submission template to the new submission template.
    IgnoreIgnores the tasks in the existing submission template and does not copy them to the new submission template.

  4. Select how you want to use the source submission template's task deliverables in the new submission template:

    Folder Contents OptionDescription
    CopyCopies the task deliverables of the existing submission template to the new submission template.
    IgnoreIgnores the task deliverables of the existing submission template and does not copy or reference them in the new submission template.
    Reference ExistingReferences the task deliverables of the existing submission template in the new submission template.

  5. Click Done.

The new submission template is created, with its contents based on your selections for how to reuse the folder contents, tasks, and task deliverables of the source submission template.