What is an Export Template?
What is an Export Template in Workflow?
An export template in Workflow is a saved set of rules and settings you use to export data and images from a job. Instead of reconfiguring your export every time, you can save your custom setup as a template, name it, and easily reuse it in other jobs.
You can create exports for systems like PSPA, PowerSchool, Synergy, and more by going to:
Tools → Export → + New Export
From there, use the Subject Data & Images export type to adjust fields, file types, image selections, and more to match your needs.
When you're done, hit Save in the top-right corner, give your export a name, and it’ll be available for reuse in the export menu—saving you time and effort on future jobs!
Are There Pre-Built Templates?
Yes! Depending on your Workflow membership, you get access to different pre-built exports:
Shopping Cart Only Members
→ QR Code Export (for promoting online ordering)
→ Subject Data & Images
→ Gallery Visitor Emails
Smart Workflow Members
→ QR Code Export (for image sorting + online ordering)
→ Subject Data & Images (fully customizable!)
→ Barcodes (30up & 8up)
→ Cume Stickers
→ Mugbook
→ Gallery Visitor Emails