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pVault® Help

Navigation: Retrieve > Search > Sharing Browser Templates

Importing Shared Templates

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If you are a user who wants to use a shared template, the shared template must be imported.

 

 

1.From the ribbon toolbar, click Retrieve.

2.Click Search, Retrieve Tab - Search - 48x48 - Light Version.
 
The Search Utility screen displays with the Search tab active.
 
SearchUtilityscreen-mh
 

3.Click the Browse tab.
 
A screen similar to the following displays:
 
SearchUtilityBrowsetab1-mh
 

4.From the dropdown in the Browse field, select a template.

5.Click the Load Or Share Templates with Other Users button, BrowserShareTemplateButton.
 
The following Load/Share Browsing Template dialog box displays:
 
LoadShareBrowsingTemplatedialog-mh
 

6.In the User field, use the dropdown to select from the users who have shared templates.
 
Note:  Company Administrators can select templates created by any pVault® user; non-administrators are limited to their own templates.
 

7.In the Template field, use the dropdown to select from the shared templates.

8.Click Copy.
 
The following Import Template dialog displays:
 
LoadShareBrowsingTemplateImportTemplatedialog-mh
 

9.Click OK.

 

You will now have access to the template.

 

 

Version 2024.01.36 1/30/2025
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