Spectora offers the option to export the customized template you have designed in your template center. In this article, we will guide you through the steps of exporting a template and go over the two options you can choose from: plain text or HTML.
Why would I want to Export a Template?
There are a few reasons why exporting a template may be beneficial for you. Take a look at the options below to see when this process could come in handy.
You want to save a download, back up, or hard copy of your template.
You are looking to print your template.
You need a PDF version of your template.
If you need to download, copy, export, or print all of your comments or narratives.
If you're wanting to mass replace wording.
You would you like to see how many times a comment has been used.
You need to run a spell check on your template.
How to Enable Permissions to Export
In order to successfully export a template, it's important to ensure that the necessary permission is turned on. You can easily find this permission by going to Settings, then Teams, and finally selecting Edit Template.
If the permission options are not visible on your account, it will be necessary to contact an administrator from your company to request for them to be enabled.
How to Export a Template to Plain Text:
In this section, we will guide you through the simple steps of exporting a template into plain text. By doing so, you will have all your comments in a more manageable format for editing. Please note that this method will remove any HTML elements such as links, videos, and images, as well as any styling like bold or italics. This option is perfect for those who prefer to edit using a spreadsheet, do not use HTML, or are unfamiliar with it.
From your dashboard, click "Templates."
Click "My Templates."
Select the template you would like to export.
Click the three dots in the top right corner.
Click "Export to spreadsheet."
Click "Export Plain Text."
Click "Download File."
 💡Quick tip: Click on the video above to expand it in another window. |
How to Export a Template to HTML Text:
Welcome to this section where we will guide you through the process of exporting your template to a HTML text. This will allow you to keep all your comments intact, including any links, styling, and formatting you have added. If you are not familiar with HTML, editing this spreadsheet may be challenging. However, this option is perfect for those who want to keep a backup of their spreadsheet, have incorporated a lot of formatting, links, or videos, or are confident in their HTML skills.
From your dashboard, click "Templates."
Click "My Templates."
Select the template you would like to export.
Click the three dots in the top right corner.
Click "Export to spreadsheet."
Click "Export HTML Text."
Click "Download File."
 💡Quick tip: Click on the video above to expand it in another window. |
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
