[IM] Exporting and Importing Templates in IM Templates

You can export and import templates to copy them between systems or update existing templates, avoiding the need to recreate them from scratch.

Set Up Export/Import Directory:

1. In IM Templates, select any template in the Template field.

2. Click the Import/Export tab.

3. Enter the directory to use for exporting and importing templates (usually a network share for easy access). This directory will be saved as the default for all templates.

Export a Template:

1. Enter the template to export in the Template field.

2. Click the Import/Export tab and then Export.

3. The system saves the file in the specified directory as TemplateName.xml.

Import a Template:

1. Enter any template in the Template field. The system will recognize if it is new or existing.

2. Click the Import/Export tab and then Import.

3. In the Open window, select the template file from the default directory and click Open.

4. If the template is new, it is added automatically. If it already exists, you are prompted to overwrite it.

5. Review and edit the template as needed.