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Assisterp Help Center

Import and export templates

Firm owners and administrators with template access use Import and Export to copy a template’s configuration out of one tenant and into another, instead of rebuilding it by hand.

Export a template

Section titled “Export a template”
  1. Open the template list (for example Settings > Templates > Email Templates).
  2. Select the Export icon in the action bar.
  3. Choose which templates to include, or use Export All Templates.

Assisterp downloads the selected templates as a JSON file.

Import a template

Section titled “Import a template”
  1. Open the template list.
  2. Select the Import icon in the action bar.
  3. Choose a JSON file exported from Assisterp.

Where this is available

Section titled “Where this is available”

Available on the Email Templates, Contract Templates, Meeting Templates, Service Templates, and Reminder Templates list pages under Settings > Templates, and on the Invoice Templates list under Invoices and the Task Templates list under Tasks.