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Find an export template

The Export templates overview (Admin → Content distribution → Export templates) is where your templates live. Like the other admin overviews, it starts empty — search to bring templates into view.

Search and view​

  • Type a word in the Search box and press Search.
  • Use the View selector to switch between a List and Tiles.
  • Templates are grouped (for example by the record they run on), so related ones sit together.

Use Load more at the bottom if there are more results than fit on screen.

Open a template​

Click a template to open its summary alongside the list, where you can review it and edit it.

Adding a template​

Two buttons sit at the top right:

  • New — start a blank template. See Create an export template.
  • From library — start from a ready-made template in the shared library, then adjust it. This is often the quickest way to get a working template, because the body and settings come pre-filled.
tip

If a template close to what you need already exists, starting From library (or copying an existing one) saves you writing the body from scratch.