{"id":46133,"date":"2024-05-14T13:58:29","date_gmt":"2024-05-14T11:58:29","guid":{"rendered":"https:\/\/www.viafirma.com\/?post_type=ayuda&#038;p=46133"},"modified":"2024-05-14T14:04:12","modified_gmt":"2024-05-14T12:04:12","slug":"export-import-templates","status":"publish","type":"ayuda","link":"https:\/\/www.viafirma.com\/en\/documentation\/export-import-templates\/","title":{"rendered":"Export\/Import templates"},"content":{"rendered":"<p>Viafirma has test environments (sandbox) from where you can work with your templates. Once you have finished exporting a template it is quite simple by following the following steps:<\/p>\n<p>Go to the menu item \u00abTemplates\u00bb and find the template to export.<\/p>\n<p>Click on the edit icon.<\/p>\n<p>In the Template Detail go to \u00abHistory\u00bb.<\/p>\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"180\" height=\"132\" class=\"wp-image-30748\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-4.png.webp\" alt=\"\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>Once inside download the latest version of the document, its configuration and save on the computer both files:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-large wp-image-46130 aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/05\/historial_plantilla-1024x185.png\" alt=\"Historial de versiones de la plantilla.\" width=\"1024\" height=\"185\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/05\/historial_plantilla-1024x185.png 1024w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/05\/historial_plantilla-300x54.png 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/05\/historial_plantilla-768x138.png 768w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2024\/05\/historial_plantilla.png 1459w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Once downloaded we will create a new template starting from both where we will carry out the import.<\/p>\n<p>Go to the menu item \u00abTemplates\u00bb and click at the end of the list in \u00abAdd\u00bb.<\/p>\n<p>We indicate the Code and Title of the template and Save.<\/p>\n<p>In the template detail, in the Document button we upload the previously downloaded document:<\/p>\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"188\" height=\"142\" class=\"wp-image-30752\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-6.png.webp\" alt=\"\" \/><\/figure>\n<p>We select the document from our computer and \u00abSave\u00bb<\/p>\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1022\" height=\"355\" class=\"wp-image-30754 aligncenter\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-7.png.webp\" alt=\"\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-7.png.webp 1022w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-7.png-300x104.webp 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-7.png-768x267.webp 768w\" sizes=\"auto, (max-width: 1022px) 100vw, 1022px\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>Now we will proceed to load the form if it exists and the policies in 2 steps, first in the Form button and then in the Policies button:<\/p>\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"377\" height=\"155\" class=\"wp-image-30756\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-8.png.webp\" alt=\"\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-8.png.webp 377w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-8.png-300x123.webp 300w\" sizes=\"auto, (max-width: 377px) 100vw, 377px\" \/><\/figure>\n<p>In both options we will upload them in the following section:<\/p>\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1011\" height=\"137\" class=\"wp-image-30758\" src=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-9.png.webp\" alt=\"\" srcset=\"https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-9.png.webp 1011w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-9.png-300x41.webp 300w, https:\/\/www.viafirma.com\/wp-content\/uploads\/2023\/11\/image-9.png-768x104.webp 768w\" sizes=\"auto, (max-width: 1011px) 100vw, 1011px\" \/><\/figure>\n<p>&nbsp;<\/p>\n<p>With this we will get a template identical to the imported in the first steps.<\/p>\n","protected":false},"template":"","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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