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How can I upload an export template?
How can I upload an export template?
Wouter Huybrighs avatar
Written by Wouter Huybrighs
Updated over 3 years ago
  • 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.

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