# Export Templates

PlexTrac allows the uploading of templates to provide flexibility in exporting reports in a custom format and style.

{% hint style="info" %}
File names for export templates can be duplicated, but creating unique values is recommended for easier management. 

Titles can only contain alphanumeric characters and these special characters:

`()-_`
{% endhint %}

## Template Types

PlexTrac allows export templates to be uploaded in .doc (for Word documents) or .j2 (for PDF documents) format.

Jinja is a template engine that dynamically generates text-based documents by defining Word templates with placeholders for dynamic content. PlexTrac provides Jinja Word templates to match the branding and styling of an export organization.

PlexTrac provides default templates for exporting to PDF and Word.

### Creating an Export Template

<mark style="background-color:yellow;">Step 1:</mark> From the **Admin Dashboard**, click **Templates** under "Customizations."&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FQCNcvVzPW9ja1VMysb3h%2Fimage.png?alt=media&#x26;token=d3bd39d6-18ee-40b9-a98e-0e43ba8a6a3a" alt="" width="347"><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark> Click the **Export templates** tab.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FnmNGaskk6AIRShPZLvz6%2Fimage.png?alt=media&#x26;token=4a53b5a9-a5cc-4731-9135-f28e11ae7cab" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark> Click **Create export template**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F3H1uRrV3eQODeTbphriB%2Fimage.png?alt=media&#x26;token=5919dbde-38b4-4bbd-acf2-a59a66f6f99e" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark> Drag a .docx or .j2 file to the box provided or click the box in the model to find the file to upload to the computer.&#x20;

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FdlcAAo7XX9lgnyb6PDfo%2Fimage.png?alt=media&#x26;token=c3efc5f8-e372-4257-9d17-fe78dcabfae4" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Select a style guide to associate with the export template if applicable.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F4o7UaJuyPioyKvYgdoBF%2Fimage.png?alt=media&#x26;token=fc1f7693-1e29-41a2-93be-56de38caca9d" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 5:</mark> Click **Upload**.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FDvN3HQb9hvXvBKcubvuO%2Fimage.png?alt=media&#x26;token=1072d734-6561-4e52-90db-e26a8fd262e9" alt=""><figcaption></figcaption></figure></div>

The new template appears in the table.

### Downloading an Export Template

Export templates can be downloaded by clicking **Download** under the "Actions" column.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F3Y2MrLDmlv3mfcTZZFwH%2Fimage.png?alt=media&#x26;token=74cea70e-0c20-4b09-8767-cf56b412626a" alt=""><figcaption></figcaption></figure></div>

The file will download to your local system.

### Deleting an Export Template

Export templates can be deleted by clicking **Delete** under the "Actions" column.

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F3busjLXNoJELva0jutEo%2Fimage.png?alt=media&#x26;token=f4f17281-b8d7-42bf-bf78-934b019ede37" alt=""><figcaption></figcaption></figure></div>

A dialog box will appear confirming the action. Click **Delete** to complete the task.