Add or delete custom export templates

You can upload a custom PowerPoint or Excel template to be used for all PowerPoint or Excel exports. This can be done on any business entity level, e.g. Root Workspace or Workspace Group level.

The templates below are used by default. Download these files, adjust colors and/or logos and upload them afterwards to customize your exports. You can delete placeholders ({placeholder}) if they are not needed.

• powerpointTemplate.pptx
• excelTemplate.xlsx

STEPS

1. Select the desired business entity. Templates will be inherited from top to bottom meaning that a template set up on Root Workspace level or Workspace Group level will be visible on all business entities beneath
2. Go to Administration 
3. Select Logo and Templates
4. If you want to add a Powerpoint template, go to Export template PPT, select Choose File and upload your custom .ppt file. Click on Upload PPT Export template
5. If you want to add an Excel template, go to Export template XLS, select Choose File and upload your custom .xlsx file. Click on Upload XLS Export template
6. The page will automatically refresh and display a success message
7. To delete an existing PPT template, click the red Delete PPT Export Template button.
8. To delete an existing XLS template, click the red Delete XLS Export Template button.

Note: Once deleted, a template cannot be recovered.