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Importing a Template

In the Templates  section, you can import or export Templates.

The Import function is useful when you want to transfer a whole Template and all its components from one Enterprise/account to another.

To import a Template:

  1. On the main menu, go to Templates > Your Templates.

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  2. In the Templates section, click the dropdown icon Importing a Template_1.png next to New to open the list of options.

    Importing a Template_3.png

    You may see an alternate UI for the Library Pane if it has been enabled on your Enterprise.

  3. Select Import.

    A dialog box opens.

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  4. Click Browse.

  5. Select the zipped file or the Excel document that contains the Template.

  6. Click Import.

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    The Template is added to the list of the Templates.

Warning

The status of the imported template is Not yet submitted. You need to publish this template.

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Note

If the Imported Template includes a Component, then the Template in the Component is also imported.

The Template of the Component must be published independently.