Document & Binder Templates missing export and update options


We had a requirement from business to review and update tens of document templates.

Unfortunately currently there is no possibility of exporting document templates in any way from UI.

Ending up asking us to pull the Vault Configuration Report, yet on that report there is no information who created the templates in system and when.

It would be perfect if in future we could export all metadata, update (including bulk) the document templates from UI.

It looks like it has to be a manual work.

Many thanks,


Please sign in to leave a comment.