You can now export your project's template list directly to an Excel file from the Templates page.
Select specific templates using the checkboxes, or leave them unselected to export all — then hit Export from either action bar. The file includes all table columns, giving you a ready-made register of your templates complete with publish status, reviewers, viewers, revision info, and more.
This is handy for reporting, audits, or sharing a snapshot of your template library with stakeholders outside the platform.
What's included in the export:
- Template name and company
- Publish status (Draft, In Review, Published, etc.)
- Reviewer and viewer companies
- Tag data such as System, Stage and Discipline
- Revision details
- Created and last updated dates
The export reflects whichever tab you're on (Active or Archived) and downloads as a .xlsx file.
Head to your Templates page to try it out, and drop us any feedback — we'd love to hear it.