Import and Export Document Templates

Streamline the way you set up templates between accounts by utilizing import/export template functionality.

🎯Primary Audience: Notarize for Business

Did you know?

You can leverage templates to automate document preparation of general standardized forms and ones pre-generated with Signer information. Templates are also used in EasyLinks.

Follow the steps below to learn how to easily move templates in bulk from one account to another.

Steps

Import templates

1. Log in to your Notarize for Business account.
2. Click on Document templates, located under Tools on the left.
3. Select the templates you would like to import.
4. Click Import.
5. Select the zip file you would like to import. Depending on the number of templates, this should only take a few minutes or less.
6. Refresh to see the newly imported templates.

Export templates

1. Log in to your Notarize for Business account.
2. Click on Document templates, located under Tools on the left.
3. Select the templates you would like to export.
4. Click Export.
5. Check your email for the exported zip file(s). Depending on the number of templates, this should only take a few minutes or less.

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