Importing and exporting templates

  • Published by Viedoc System 2025-04-05
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Note! This page contains information and instructions for the new TMF user interface. If you are using the old interface, please go to the relevant user guides:

Want to browse more information for the new interface? Please go to the new TMF user guides:


Importing a template

To import a TMF template:

1

In the left navigation menu, select to expand TMF Admin and select the Templates page.

2

Select Import:

3 Browse and select the TMF template you would like to import.
4

Note! If there are any errors in the imported template, a message will be displayed. To download the file with the error messages for review, select Download import errors.


Exporting a template

An existing template can be exported in order to make changes to the template Excel file.

To export a TMF template:

1

In the left navigation menu, select to expand TMF Admin and select the Templates page.

2

Select Export for the template that you want to export:

3

The Excel file is then downloaded via your browser.


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