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Document Templates

  • December 14, 2021
  • 1 reply
  • 263 views

Does anyone know of a way to Export and then Import Document Templates? I looked to see if I could add them to a customization, but dont see a way. Seems like an issue if you have users in UAT creating these documents, and not a way to get them moved to production.

 

Best answer by vkumar

Hi @JasonITsavvy 

There is no option available to export/import the document template from one Tenant to another Tenant. Here is an existing request on our ideas page posted previously. 

Regards,

 

1 reply

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  • Acumatica Support Team
  • 871 replies
  • Answer
  • December 15, 2021

Hi @JasonITsavvy 

There is no option available to export/import the document template from one Tenant to another Tenant. Here is an existing request on our ideas page posted previously. 

Regards,