---
title: "Import and Export document templates with Template Manager"
slug: "import-and-export-document-templates-with-template-manager"
updated: 2026-10-15T00:03:09Z
published: 2026-10-15T00:03:09Z
canonical: "help.servicetitan.com/import-and-export-document-templates-with-template-manager"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import and Export document templates with Template Manager

## Overview

## 

You can download and upload document templates with the Template Manager. This lets you transfer test templates from the [Next](/construction/docs/use-servicetitan-next) environment to your main account or use the same templates across multiple business accounts.

[Import and Export document templates with Template Manager Video](https://fast.wistia.net/embed/iframe/qdp06bhu96?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees, managers, accountants, and bookkeepers
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.

## Things to know

- If the template has a PDF Header and a PDF Footer, you must import the Header and Footer separately and then re-associate them with the template using the template editor.
- When importing a template, you have the option to select a *Template type* that differs from the original. Be aware that different templates may include distinct components, and the system can trigger a warning message if the chosen template is missing components used in the original.
- The system saves the imported template as a draft.

## Export a template

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)** .
2. In the side panel, click **Operations > Document Templates**.
3. Search for the template you want to export and click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) .
4. Click **Export ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-download.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)** . ![Template Manager interface showing various templates and export options for management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-document-templates-with-template-manager-image-xasl72nl.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)
5. In the *Export Template* window that opens, select the necessary options and click **Export** to download the template. ![Export template options including main template, header, and footer selections for PDF.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-document-templates-with-template-manager-image-j5fycege.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)

## Import a template

1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)** .
2. In the side panel, click **Operations > Document Templates**.
3. Click **Create Template** **> Import ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-download.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)** . ![Template Manager interface showing various templates with an import option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-document-templates-with-template-manager-image-esm01k09.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)
4. In the *Import template* window that opens, click **Upload file** and choose a file from your computer.
5. Enter the **Template Name**.
6. From the **Template type** dropdown, select the template type you’d like to use.
7. Click **Import** to upload the template to the system. ![Import template dialog showing file selection and template details for a progressive invoice.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/import-and-export-document-templates-with-template-manager-image-ba98s4y9.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D)

## Want to learn more?

- See [Copy and customize invoice print templates](/construction/docs/copy-and-customize-invoice-print-templates)
- See [Create a new document template with Template Manager](/construction/docs/create-a-new-document-template-with-template-manager)