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. company or hub 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

• Select the desired business entity. Templates will be inherited from top to bottom meaning that a template set up on Company level or hub level will be visible on all business entities beneath
• Go to Administration 
• Select the tab Misc and Logos and Templates
• Select Choose File and upload your custom .ppt or .xlsx file
• Now click on Upload PPT/XLS Export Template
• The page will automatically refresh and display a success message
• Use the red Delete PPT/XLS Export Template button to delete an existing template
• Note: once deleted, a template cannot be recovered.