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How to copy books and make templates from existing books

Copy, book, copy, style, merge, reports, duplicate, books, set template, keep consistent books.

David Whitner avatar
Written by David Whitner
Updated over a week ago

You can copy books and create templates from existing books to reuse the same styles and settings on multiple projects.

Copying a book as a template brings across all your customisation choices; logos, accent colour, front cover, metric settings, sections, custom slides and coverage layouts.

You can also set templates for different client needs, to keep a consistent in-house style and save yourself a heap of time and effort.

How to copy a book:

  1. Log into CoverageBook and click on 'All books'

  2. Find the book you want to copy and click on the 3 dots...


  3. From the menu that appears, click 'Copy'

  4. Then choose if you want to either 'Copy with coverage', or 'Copy as template':

Check out our webinar on how to keep your reports on brand

Our May 2024 webinar focuses on all the features and tips to style and create branded reports from your clients. From choosing front cover designs, adding logos and more, we cover all you need to know.

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