For each main directory, you can select a default export template. This template will be used for associating with external data during the Review process and for export.
- Access the settings of the main directory (see Workflow folder settings for details)
- Select Workflow > Export from the left panel
- On the right side, click on Default export template
- Select the desired export template
- Click Save
This template will appear in the review process for associating with external data for all documents in this directory and will be selected by default when exporting data.
To create a new export template access Configure export integrations.