Import and Export Document Templates

Overview

Streamline how you set up templates between accounts using import and export template functionality.

🎯Primary Audience: Proof for Business

Did you know?

You can leverage templates to automate document preparation of general standardized forms and ones pre-generated with Signer information, and you can use Template Matching to streamline your transactions further. Templates are also used in EasyLinks.

Follow the steps below to learn how to easily move templates in bulk from one account to another.

Import Templates

1. Log in to your Proof account.
2. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Select Document templates under TOOLS (a sub-menu of Send & manage).
4. Click Import.
5. Select the zip file you'd like to import. Depending on the number of templates, this should only take a few minutes or less.
6. Refresh to see the newly imported templates.

Export Templates

1. Log in to your Proof account.
2. Click Send & manage from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Select Document templates under the TOOLS (a sub-menu of Send & manage).
4. Click Import.
5. Select the templates you'd like to export.
6. Click Export (in the grey bar at the top of the list of templates).
7. Check your email for the exported zip file(s). Depending on the number of templates, this should only take a few minutes or less.

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