Import and Export templates

Learn how to import a document template layout to Synergy that was sent to your from a Synergy consultant. Importing the file allows the template to be used in your Synergy database. Or when needing help with a document template try exporting the template layout to ZIP and email to Synergy Support for advise on how to update the template file.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Administration tools > Document Templates

Tip: Remember to unzip the template before importing the layout into Synergy.

Import a document template

Either manually import the template or drag and drop the template file onto Synergy. Follow the steps below to use these methods to import a document template file.

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  1.  Ensure the file you want to report has been unzipped and saved to an easy to find location like your Desktop.
  2. Click the Import Template button in the top toolbar.
  3. Browse to the location of the saved document template file. The file is a '.resource' type. This is the unzipped file send to you from a Synergy Support Consultant.
  4. Select the file and click Open.
  5. The import template window appears.
  6. Confirm the title and description of the template. Type new details as required.
  7. Click Save - and the template has been imported and is shown in the list.
ClosedDrag and drop
  1.  Ensure the file you want to report has been unzipped and saved to an easy to find location like your Desktop.
  2. Make sure that Synergy is open and you are logged in. 
  3. Browse to the location of the saved document template file. The file is a '.resource' type. This is the unzipped file send to you from a Synergy Support Consultant.
  4. Highlight the template unzipped file, and drag and drop it onto Synergy.
  5. The import template window appears.
  6. Confirm the title and description of the template. Type new details as required.
  7. Click Save - and the template has been imported and is shown in the list.

Export a document template

Exporting a document template layout allows you to backup the layout. The export includes the included bookmarks, synergy data tables and the formatting, and the MS Word® template and formatting applied. 

When need advise on how to change a document template, export the layout and sent to Synergy support by:

ClosedComplete the following steps
  1. Highlight the template in the list that is to be exported.
  2. Click the Export Template button in the toolbar.
  3. The export template window appears.
  4. Check the name for the template and the description.
  5. Check the destination folder. This defaults to your 'Desktop' location. A single xml file .resource will be created in this location. Click the '...' browse button to choose an alternate location if required.
  6. Click Save.
  7. Go to your desktop (or the alternate location chosen).
  8. Zip the file that was saved to your desktop. In Windows 8 this is done by a right mouse click on the file > Choose Send to > Compressed zipped folder option.
  9. Send the created ZIP file to Synergy Support, or attach the file to a helpdesk call. A Synergy Consultant can use this file to review your current document template layout, and help you to update the template as needed.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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