- From the Template drop-down selection, choose the template you want to export from the menu provided. Include the Category/Service Catalog Definition, Data Set, and Related Message Templates if applicable.
NOTE: If the categories, data set, or related message templates boxes are checked when exporting templates, they will override those existing categories and data sets in your destination template when imported.
- Click Submit. The server will collect the data for all forms that the template uses, and package them in a convenient zip file. A link will then be displayed to allow you to download the zip file to your local computer.
- Click Download the Zip. A prompt will appear to download.
- Save the information through the browser, to your desktop, hard drive or network. Information is now ready to be imported into your destination file or template.