backup account before using copy tool

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Before copying the layout & template, we'd like to backup the source account setting first ( or just backup the existing layout and templates)  in case something goes wrong. so what do you suggest the best way to backup the account ?




Reply to: backup account before using copy tool

0 votes

Hi Cindy,


Theoretically, the tool won't change anything in the source sender.

But if you want to back up all existing templates, you can (1)in sender UI (2)create a new template, and use the original template as a template model (3)give this backup a different name, so that you can distinguish them when you run the tool.

Similarly, for layouts, you can apply the layout to a same page size document, and re-save it as a new layout. Or directly re-save the layout from the original template/package. 



Duo Liang OneSpan Evangelism and Partner Integrations Developer

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