Skip to main content

Jama Connect User Guide

Download an existing export template

You can download an existing Office Template to use as is or modify it as a a new template.

  1. In List View, Reading View, or Single Item View, select Export > View all export options.

    The Export drop-down menu shows View all export options is highlighted.
  2. In the window that opens, select the template you want to download, then select Download Template.

    The All export options windows shows Export to Excel Default template is selected and the submenu lists the available actions.

    The template is downloaded to your computer.

  3. Modify the template in Word as needed and upload it as a new template.