Managing Knowledge › Access Export/Import › View Export/Import Templates › Create an Export/Import Template

Create an Export/Import Template

You can create and modify a template using the Knowledge Export/Import Template Settings page in the Administration tab.

To create a Knowledge Export/Import template

1. On the Administration tab, browse to Knowledge, Documents, Export/Import, Export/Import Templates.

   The Knowledge Export/Import Templates List appears.

2. Click Create New.

   The Create New Export/Import Template page appears.

3. Complete the following fields:

   Template Name

   Identifies the name of the template.

   Description

   Provides a brief description of the template.

4. Complete the appropriate fields on the following tabs:
   • Export Fields
   • Export Filter
   • Import Settings

   Click Save.

   The template is created.

See Also

Export Transactions

Import Transactions