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PlanSwift Templates Tab Export Tab button highlighted

Export Tab within the Templates section allows users to export templates to an external file for backup, sharing, or reuse. This feature is especially useful for distributing standardized assemblies, parts, or estimating structures across teams, ensuring consistency and efficiency in project workflows.

  • Select the tab that you want to export by first clicking on the tab in the templates section.
  • Select the Export Tab to start, the Save As dialog box opens

PlanSwift Browse to Folder Dialog Box

  • Select or navigate to the location you want to export the tab into.
  • Name the file (you can just accept the default).
  • Click the Save button to finish exporting the tab. The window will close automatically when done.
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