Exporting and Importing Document Templates

The export and import feature for document templates enables staff members to export templates from one organization and import them to another. This provides a means for deploying templates.

Quickly navigate to procedures included in this topic by clicking one of the links below:

To Export Document Templates

To Import Document Templates

To Export Document Templates

1. On the Utility menu, click SETUP. The Setup Console is displayed.
2. In the Setup Console, click Document Templates. The Template tab is displayed.

3. Click [Export]. The Browse for Folder dialog box is displayed.

4. In the Select export directory box, navigate to the desired location to save the exported files.

5. In the Browse for Folder dialog box, click OK. The template file and an XML file with the template data will be exported.

To Import Document Templates

1. On the Utility menu, click SETUP. The Setup Console is displayed.
2. In the Setup Console, click Document Templates. The Template tab is displayed.

3. Click [Import]. The Select Word Document dialog box is displayed.

4. In the Select Word Document dialog box, navigate to and select the appropriate file to import.
5. Once the appropriate file is selected, click Open. The imported template is then displayed on the Template tab and can be used within Nexsure.

Related Topics

Creating Document Templates

Using Document Templates