Exporting and importing templates

How to export and import your document template in Synergy.

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director and Above

On the off chance that you were not able to make something work within your template or you are having problems with any of the data or displays, our support team is more than happy to take a look at it for you. However for our support team to properly understand the issue at hand they will need a copy of your template file.

You are able to export and import your templates from the document templates page and save them as a zip file.


To export your template go to organisation drop down > settings > templates > documents

click on the’...’ in the top right corner and from that drop down select export template.

This will download a .ZIP file to your computer, do not unzip this file before sending it across to our support team.


To import your template back into your Organisation click on the '...' and this time choose import template from the drop down.

Ensure you re-upload the whole .ZIP file back into your Organisation. This way all of the data from your document template stays intact both in and out of your Organisation.

NOTE: Whilst our support team is more than happy to help with any issues that you may be facing with your document template, it is important to note that the creation of document templates is chargeable work.

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