Import and Export Document Templates

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Modified document templates are automatically available to other workstations on your network that access the same Point of Sale company data.

If you create a new company data file and want to use your modified templates with that data (or want to share modified templates with another store) you can use the import & export feature to accomplish this. The export process places copies of all modified templates into a single file that can then be imported and used with another company data file.

To export modified templates:

1. From the Print Designer selection window, select Import & Export.

2. Select E xport Document Templates and then Next.

3. Select to Export the Selected Document or Tag or Export All Documents and Tags and select N ext.

4. Accept the default filename and location or specify alternates.

Defaults: (x = Point of Sale version number)

File name: VxDocumentTemplates.XML

Folder: C:\Program Files\Intuit\Point of Sale x.0\Design\ (folder will vary if you installed to a different location)

4. Select S ave.

5. Select Close.

Your modified templates are exported in an XML file format that can be imported to the other company data file as needed.

(Multi-Store) The file can be copied to removable media, attached to an e-mail, or directly accessed across a network connection to share the templates with other stores.

To import templates:

1. From the Print Designer selection window , select I mport & Export.

2. Select I mport Templates.

3. Browse to the XML file containing the templates and select it.

4. Select OK.

5. Select Import Now.

If the imported templates are named differently than the default templates, you must modify your template selections on the Documents & Printers page of workstation preferences to use them on printed documents.

Notes:

- You can also import templates from the File menu without opening Print Designer. Select Utilities > Import Print Templates.

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