Copying All the Data from a Template
1.Open a new record.
2.Go to Edit menu > Select/Maintain Template.
3.Double-click on the template you want to use in Portfolio.
4.Go to Edit menu > Paste Record from Template (Alt+V). All the information from the template will be filled in.
Copying a Field from a Template
1.Open the record you want to paste in to, or create a new record.
2.Go to Edit menu > Select/Maintain Template.
3.Double-click on the template you want to use in Portfolio.
4.Click into the field you want to copy from the template.
5.Go to Edit menu > Paste Field from Template (Alt+A). The field will be copied from the template.
