Download template JSON files

note

Document Builder can support quote and invoice templates. However, even if Document Builder is enabled and accessible through the user interface, additional one-time configuration might be required.
Go to Manage > Marketplace > Settings.
- If DOCUMENT BUILDER appears in the left menu, see Document Builder prerequisites to confirm whether it is configured for invoice templates, quote templates, both, or neither.
- If DOCUMENT BUILDER does not appear in the left menu, either Contact your AppDirect technical representative to request it, or see Invoice templates and Quote templates to create and manage templates instead.

Marketplace Managers can download default and user-defined invoice template JSON files to reference and edit offline. The default template JSON files are the same as the JSON structure file. For more information, see Invoice template JSON introduction.

To download JSON files from templates

1. Go to Manage > Marketplace > Settings > DOCUMENT BUILDER | Manage Templates. The Manage Templates page opens.
2. From the Select template type drop-down list, select the type of template.
3. Do one of the following:
   • From the available list of templates, choose the template that has to be downloaded, gear icon > Download JSON.
   • Click the template, template detail page appears. Click the Download JSON button from the Template Preview section.
     The file automatically downloads to your default local downloads folder.