Import and Copy Existing Templates

When you have created templates you may select to:

• Copy Template and Preserve Original Document or

• Copy Template and Upload New Document.

If you or someone else has created a template in another system, you may export the template (done through the existing list) from the other Nintex eSign system and choose to Import Template from a Template Export File. For example, use this when you created a template in an Nintex eSign sandbox account and are now moving it into a production account.

The following video shows guided instructions on how to import and export classic templates.