How To Share Templates with Other Users

Last Updated By Michael Croteau

Updated at December 15th, 2021

1. Select your “Templates” tool.
2. Use the dropdown to find a template to export.
3. Select “Import/Export” on the right hand side.
4. Click “Export Current Template”.
5. Select “Import Template” to import a new template. 

Overview:

Hi everyone! We have a feature in Clear Estimates which allows you to share templates with other users! You can either share one of the templates that we offer, or one that you create!

How To:

To find this feature, enter your account – and click the “Templates” tool in the top right:

Then, hover over “Import/Export“:

To Export a template, use the dropdown to find the template you want to export. Then, click “Export Current Template“:

This will download a .csv file of this template to your computer. Attach this file to an email, and send it to a friend!

To Import a template, click "New" first - to enable the Import / Export options.

Then, hover over “Import/Export” and click “Import a Template“:

This will open your “Import a Template” wizard. From here, select “Browse“:

Select the template .csv file from your computer. Then, select “Next Step“:

Clear Estimates will check for any errors. Once everything looks good, select “Import“.

You will see a confirmation that the template was imported successfully.

Note - any templates you import will be placed in "Your Custom Templates" (at the bottom of your list). 

To change this, open the template from "Your Custom Templates", and use the "Category" dropdown to reassign your template's category: 


Hope this helps!



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