Enabling Users to Export Templates 

Before users are able to export templates from CMO, you will need to enable the functionality for specific roles within the application. This will allow companies to control who has the capability to export templates. Administrators can follow the step-by-step instructions below to enable exporting templates: 

• Click on the Admin Tab on the Homepage
• Select the "Roles" link on the left navigation
• Click on the Role that you want to enable exporting templates

• Click on the "Form Permissions" link on the left navigation
• Check the "Allow Export" box

Users of this type will now be able to export form templates from CMO.

Process for Exporting Template

To export an event template from CMO, please follow the step-by-step process below:

• Click on the Admin tab on the Homepage
• Click the "Forms" link on the left navigation
• Click on the gear icon to the left of the form you want to export

• A pop-up screen will appear, select the "Export" option

Note: The Export option will not appear if a form is in draft format, or if your role has not been given permissions to export

• The form will be downloaded to your local system as a .cmo file

Enabling Users to Import Templates

Before users are able to import templates into CMO, you will need to enable the functionality for specific roles within the application. This will allow companies to control who has the capability to import templates. Administrators can follow the step-by-step instructions below to enable importing templates for specific roles:

• Click on the Admin Tab on the Homepage
• Select the "Roles" link on the left navigation
• Click on the Role that you want to enable importing templates

• Click on the "Form Permissions" link on the left navigation
• Check the "Allow Import" box

Users of this type will now be able to import templates into CMO directly.

Importing a New Event Template

There are two separate processes for importing an event template, based upon the file type chosen. The .xlsx and .cmo file formats are both supported for file imports. See details for each below:

Importing a Revision of a Current Template

Note: Must be in a .cmo file format
Note: Only allows import of revision of a current template within CMO

• Click on the Admin tab on the Homepage
• Click the "Forms" link on the left navigation
• Click the Cog Wheel icon next to the form you wish to import

• Click the "Import" option
  • Select the .cmo file you wish to import
    • A file browser will appear. Select the .cmo file you wish to import from your local system.
  • Click "OK"

• A screen will appear confirming the information dependencies included on the .cmo file that was uploaded.

• If any of the fields shows an error, take this moment to edit the mapping. 
• Click "Ok"
• The application will take you to the draft of the new event template