Edition: Professional, Business, Enterprise
User-level: Director and Above
If you're having trouble with your template or experiencing issues with data or displays, our support team is happy to assist. To help them understand the issue, please provide a copy of your template file.
You can export and export your templates from the document templates page and save them as a ZIP file.
How to export your document template
From Side Navigation, click your organisation > Organisation 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.
How to import a document template
From Side Navigation, click your organisation > Organisation Settings > Templates > Documents
Select the '...' and this time choose import template from the drop down.
Ensure you upload the whole .ZIP file 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.