Manage Export Settings in a Template

Home > selected Organization > Settings > Export Settings
Project > Settings drop-down > Organization Settings > Export Settings

When you create a new Export Stream, most of the initial settings in the Export dialog are loaded from the Project's Default Export Settings template, which is maintained on the Project Settings > Export Settings page. The settings can then be modified as needed for the individual Export.

Export Settings templates can also be created and maintained at the Organization and System levels, and these can be selected in pace of the Default Export Settings template when creating a new Export Stream. Maintaining a set of templates that address an organization's typical Export use cases greatly simplifies the task of setting up an Export.

The Project's Default Export Settings template is initially created from the template selected by the Organization Administrator when creating the Project. Typically, this is the Organization's Default Export Settings template.

Note: When you create a new Export Volume for an existing Export Stream, no Export Settings template is used; instead, the initial values for the Export Settings are inherited from the Export Stream.

Modifying, Creating, and Loading Export Settings Templates

If you have the required permissions you can modify create, modify, and delete your Organization's Export Settings templates, which are available for use in creating Export Streams for all members of all the Projects in your Organization (as well as other users with the required permissions).

When you select Organization Settings > Export Settings, a Templates panel is displayed to the left of the Default Export Settings template for the Organization. After you make changes to the Default template (or any other), you have can save the changes or discard them, but you can also save to an existing template at the Organization level or by selecting the Save to Template option from the context menu to the right of Export Settings in the Project Settings tree. This displays the Save to Template dialog, which lets you select one of the existing Organization or (with the required permissions) System-level templates to save to (overwrite), or instead select New Template, which launches the New Template dialog so you can create a new template.

You can also select Load from Template to display the Load from Template dialog, from which you can load settings from an existing template. (Doing so overwrites the current settings without saving them.)

Export Settings

For information about all of the settings in an Export Settings template, see Manage Project Export Settings.