Download document templates in the required file format.
Before you begin
Role required: sn_apm.apm_user
Procedure
-
Navigate to .
-
Open the Setup page by selecting the Setup icon (
).
-
Select the expand row icon (
) next to Templates.
-
Select Document Templates.
-
Select Export.
-
Select the required file format from the File Type drop-down list.
-
Select the option to download or email from the Delivery Type drop-down list.
If you select the delivery type as email, you must enter the email address.
-
Select Export.
The template data is downloaded in the selected file format.