Document Templates

  • 14 December 2021
  • 1 reply

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 15 December 2021, 07:05

View original

1 reply

Userlevel 7
Badge +11

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. 




About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved