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How to copy a template between workspaces?

You can easily copy a template from one workspace to another by exporting its configuration and then importing it. This process creates a new template in the destination workspace, which is perfect for sharing templates across different organizations or projects.


Export the Template


First, you need to export the template's configuration as a .json file. This action saves the entire template structure to your local computer. There are two ways to do this:


1. From the Template Editor


  1. Open the template you wish to copy in the Editor.
  2. In the top menu bar, click File.
  3. Select Export from the dropdown menu.


Exporting a template from the File menu in the Template Editor.


2. From the Templates Page


  1. In the Templates section, find the template you want to copy.
  2. Click the three-dot menu (...) on the right.
  3. Select Export from the dropdown menu.


Exporting a template from the Templates section in the PDF Generator API app.


Import the Template


1. From the Templates Editor


Once you have the .json file, you can import it into any workspace to create a new template.


  1. Navigate to the workspace where you want to add the template.
  2. Open the Template Editor.
  3. In the top menu bar, click File and select Import.
  4. Choose the .json file you previously exported.


A new template will be created instantly with the imported configuration.


Importing a template from the File menu in the Template Editor.


You can also choose to override an existing template. When you select this option, a drop-down menu will appear, allowing you to choose an existing template to override.


Override an existing template (optional)


2. From the Templates Page


The same .json file can be imported from templates page throughout IMPORT FROM DEFINITION button.


Importing a Template from the Templates Page



💡 Pro-Tip: You can also use this import function to load the free example templates from our website. Simply download any template from our Free Templates Gallery and import the .json file.








Updated on: 12/09/2025

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