How do I Export and Import Templates?

Templates can be exported and imported between systems so that templates created and tested in the test system can be copied to the production system. Template selectors can also be exported and imported.

Exporting a Template

To export a template, follow the steps below:

• From the Office menu, go to Master data and select Templates.
  
• The menu will list each type of template and template selector configured in your system. Choose the required template type and a list of templates that have been created will then be shown.
• Select the required template(s) to be exported.
• From the specific declaration type templates menu (in this example: Export declaration templates menu) select Generate template data file.
  
• An XML file will be created in your downloads folder. The filename will consist of 'templates-' and the title displayed in the initials field (e.g. templates-Modeborder3.xml).

Importing a Template

To import a template, follow the steps below:

• From the Office menu, go to Master data and select Templates.
  
• The menu will list each type of template and template selector configured in your system. Choose the required template type.
• From the specific declaration type templates menu (in this example: Export declaration templates menu) choose Import template data file.
  
• Select the template XML file to be imported.
• The template(s) will then be shown in the list.
  

Template selectors can also be exported and imported.