Import Template

Import templates using the Check In Data Wizard.

Import templates as follows:

  1. Select File | Check in Data to open the wizard.
  2. Click Next.
  3. Navigate to the template package you wish to import.
  4. Click Next.
  5. Select the template to import.
  6. Click Next to import the template.
  7. Once the template imports successfully, click Finish to close the wizard.
  8. The new template is available to view via the Template Manager dialog.

New financial periods can be created based upon this template if it is marked as available in the Template Manager dialog. Existing periods can also be updated to the new template.

As an alternative, the Content Download Manager dialog offers a more streamlined approach to importing your templates and enables you to import and use the latest on-line content seamlessly.