Exporting Billing Templates in Docket

This document is a step-by-step guide to demonstrate how to export Billing Templates in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/

Exporting Billing Templates

Step 1: Open up your Docket account and click Templates from the sidebar

Step 1 to exporting a template from Docket

Step 2: Click the Actions drop down and select Export

Step 2 to exporting a template from Docket

Step 3: The file will export and download. If you are on a windows computer, your download will show in the bar at the bottom of your screen

Step 3 to exporting a template from Docket

Step 4: Click the file to open Excel

Step 4 to exporting a template from Docket

VIDEO: Exporting Billing Templates


 
This video will explain how to export your billing templates in your Docket account.
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