Export Template Customisation & Branding
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      1. Guide & Help
      2. Setting Up Your Content Catalyst Subscriber Portal
      3. Export Template Customisation & Branding

      Import and Export Templates Explained

      An overview of the import and export templates feature

      Read this article to understand how to:

      • Streamline publishing workflow when uploading Word documents to the Content Catalyst platform
      • Create a branded experience for subscribers exporting content 

      🚨 It is important to set up both import and export templates for your site.

      Import

      🔔 Your import template is for internal use only. 

      This will be used to ensure documents are created in a format that your platform can recognise and convert into interactive content hassle-free.  

      It is important to use Word styles as the system will recognise these upon import and manage them accordingly. The site has a generic import template which can be downloaded from within the content tab of any report.

       

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      It might suit your content team to have a custom template containing the specific styles they use to author and reflecting your specific preferences. Content Catalyst can help you with this – feel free to get in touch.

      More info about preparing Word documents for import can be found here.

      Export

      🔔 Your export templates are end-user-facing.

      When a user chooses to export a report or any content in Microsoft Word or Microsoft PowerPoint the content will have your export templates applied.  A brief overview of the fields/basic structure of these can be found in the following articles:

      These are configurable on a user/account/global level. This is usually set up with the help of Content Catalyst during the launch process.   

      It is easy to edit these at any point through the Admin area – instructions can be found here.