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Administration: Managing export templates

Written by amaise Support

Export templates define how an export is structured — table of contents, title, numbering, sorting and more. As an administrator you manage them under «Settings»«Features» (permission «TENANT__U_CONFIG»). Users then pick the finished templates when they export.

The export templates under «Settings» → «Features»

Creating or editing a template

In the template editor you set, among other things:

  • table of contents, title, subtitle and reference prefixes,

  • page numbering and receipt date,

  • the company logo,

  • the sorting and the grouping by labels,

  • a file name template,

  • email subject and BCC for sending,

  • the language as well as predefined and excluded labels.

Every template needs a unique title. The last remaining template cannot be deleted — a workspace always has at least one.

Note: Selecting a template when exporting is described in the article «Create and share exports». This article covers creating the templates.

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