Can I rename or delete an export template?

In this article, we will guide on how to rename your export templates to more descriptive names, as well as how to remove any outdated templates that may no longer serve your needs.

To rename or delete an existing export template, simply begin by navigating to the My > Exports section located in the blue ribbon across the top. 

Select the "Templates" option to switch your view from the list of exports to your collection of saved export templates.

Rename

To rename a template, click on the pencil icon located next to the template name. In the text box, you can easily replace the existing name with your preferred new name.

Click the save button.

Remove

To delete a saved template, click on the red X located next to the template you wish to remove. You will need to confirm this action as it is permanent and cannot be reversed.

 


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