How Do I Import Notice Templates?

Prepare your file

  1. Create a CSV file with your template information.
  2. Use clear titles and message text.
  3. Remove duplicate rows before importing.
  4. Save the file where you can find it.

Import the file

  1. Open the dashboard.
  2. Click Templates.
  3. Open the category that should receive the templates.
  4. Click Import templates.
  5. Choose your CSV file.
  6. Click Import templates.

After import

  1. Read the import report.
  2. Open a few imported templates and check them.
  3. Edit anything that came in with wrong spacing, old dates, or broken links.