Skip to main content

Export a Doc Designer template

Download a template as a JSON file so you can reuse it in another Unleashed account or transaction type.

Written by Heather Worthington

You can export any editable template as a JSON file. Use the file to copy a template to another Unleashed account, or to create an Invoice template from a Sales Quote template and the other way round.

  1. From the main menu, click Settings, then click Doc Designer.

  2. Click the transaction type that the template belongs to, for example, Sales Quotes.

  3. In the Document tab, use the Template Name drop-down menu to select the template.

  4. Click Export.

Export a Doc Designer template to a JSON file.

The JSON file downloads to your device.

📌Note: You can't export Unleashed's internal default template. To reuse a template in another account, import the JSON file there.

Related Articles
Did this answer your question?