Exporting templates from Process Portal spaces

If you have the appropriate role, you can export templates so that they are available for importing at a later time.

Before you begin

The ID that you use to log into a space must belong to the superuser role.

Procedure

  1. In the banner, click Actions > Manage Templates. The Template Manager opens.
  2. For the existing template, click Actions > Export.
  3. In the confirmation window, click Yes. The file name for the exported template reflects the name of the template itself.