- Consult the export templates. Here you can upload PDF, Excel and XML templates per module.
- Hover over the line (e.g. Collaborators Excel, Projects PDF etc.) to which you want to add a template and click on the plus sign at the right.
- Select the language of the template if necessary.
- Enter a name for your export template.
- Click on the map symbol to upload the file from your computer.
- Click on 'Create export template'.
Pay attention: only 'docx', 'xlsx' and*.xml formats are supported.