We’re excited to roll out an improved feature in Topsheets that makes managing your fund factsheet templates faster, smarter and easier – you can now duplicate any custom tearsheet template directly from the Custom templates section. This improvement is designed to save you time, encourage collaboration, and make working with factsheet templates more flexible.

Why this makes a difference

Here’s how this feature can save you time and simplify your workflow:
1) Create fund factsheet variations – start from an existing template and make small adjustments without changing the original.
2) Experiment freely – experiment with different layouts or settings in a safe copy.
3) Collaborate seamlessly– share a template base with your team while keeping your master version intact.
4) Stay organized – keep multiple versions for different purposes (e.g. monthly vs. annual reports).

Learn more

For detailed instructions on how to duplicate a template, check out our help center article.