Click 'Create template' in the More menu
You can create a custom template from an existing Request or draft Request by simply clicking the three bullet more menu at the top of the screen and then choosing Create template. You can then complete the template title and description details and click 'Save' to generate a custom template.
PERSUIT automatically creates a Templates library for your organisation where all the customised Templates can be accessed. The Templates are reached via Settings in the Home screen left-hand sidebar.