Export Templates (Review)

The Manage Export Templates page in Nebula enables you to create sets of metadata included in the exported documents.

Export templates can then be selected when exporting documents during production or when exporting without production.

To view the Manage Export View Profiles page

  1. Click Review > Productions & Exports > Export Templates.

To add an export template

  1. On the Manage Export Templates page, click the Name Action icon and select Add.
  2. Enter the Name and select the Scope of the export template.
  3. Select from the AVAILABLE FIELDS list the metadata to include in your profile view using the following:

    4. : Add to template.

    : Add all to template.

    : Remove from template.

    : Remove all from template.

  4. Arrange the order of metadata according to the sorting order you want used on the Document List with the following:

    5. : Move selected metadata up a row.

    : Move selected metadata to the front of the list.

    : Move selected metadata down a row.

    : Move selected metadata to the end of the list.

  5. Click Save.

To view an export view profile

  1. Click Review > Productions & Exports > Export Templates
  2. On the Manage Export Templates page, select the Name of the profile you want to view.

To rename an export template

  1. On the Manage Export Templates page, select the Name of the template you want to rename.
  2. Click the Name Action icon and select Rename.
  3. Update the Name of the export view profile.
  4. Click Save.

To update an export template

  1. On the Manage Export Templates page, select the name of the profile you want to update.
  2. Select the AVAILABLE FIELDS to include in your profile view using the left arrows .
  3. Remove metadata from the NAME/FIELD list using the and right arrows .
  4. Arrange the order of metadata according to the sorting order you want used on the Document List with using the up and down arrows:
  5. Click Save.

To clone an export template

  1. On the Manage Export Templates page, select the Name of the profile you want to clone.
  2. Click the Name Action icon and select Clone.
  3. Enter a Name for the new export view profile.
  4. Update the Scope and the NAME/FIELD list of the profile accordingly.
  5. Click Save.

To delete an export template

  1. On the Manage Export Templates page, select the Name of the profile you want to delete.
  2. Click the Name icon and and select Delete.
  3. On the Delete Confirmation dialog box, click Delete.