Export and upload document layouts

Export layouts to send them to the Current RMS team and upload ones that we've sent you.

Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over a week ago

Document layouts can be exported and imported from your Current RMS system as .txt  files. 

If you use our document layout modification service, the team here will send your amended documents as .txt  files for you to upload. We may also ask you to send customized documents to us if you’d like additional changes.

Upload document layouts

Go to System Setup > Document layouts and hit the green upload document button. Use the Choose file button to browse for the .txt  file on your device.

On the next screen, review the settings for your document layout and hit the blue Create button when done.

Export document layouts

Head to System Setup > Document Layouts, find the layout you’d like to export in the list, then choose Export from the menu at the right.

A .txt  file should automatically be downloaded.

Having trouble saving documents?

Depending on your browser, .txt  files might automatically open, like below:

In these cases, hit back and instead right-click (or ctrl  + click on a Mac) on the file and choose Save link as or something similar from the menu.

We’re here to help

Having trouble? Start a conversation with us using the green help bubble and we’ll be happy to help ↘️

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