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Save Export Presets

Save your export settings as a preset, including the style template, and reuse them in one click.

Written by Scottie Elliott

An export preset saves your export settings so you can get the same document again in one click. It remembers which details you included and, if you changed the style, the style template that goes with it.

On a legacy plan (Solo, Studio, Firm, Enterprise, Spec Lite, or Spec Pro)? See the article "Creating Export Presets" in the related articles below.

Save a preset

  1. Open an export preview. Choose the details you want on the Content tab, and the look you want on the Style tab.

  2. Click the Content tab.

  3. Click Save next to No preset.

  4. Enter a name, and click Save preset.

If you changed the style, you can choose whether to save the style template with the preset by checking Save style template with preset. A new preset appears at the top of the preset list.

Use a preset

Open the preset menu and choose a preset. The content and style options update together.

In the list, the style template that goes with each preset appears under its name.

You can also pick a preset without opening the preview. In the toolbar, click the Export icon and hover an export type, like Spec Package. Then choose a preset from the presets listed under it.

Update a preset

  1. Open an export preview and choose the preset from the preset menu.

  2. Make your changes on the Content or Style tab.

  3. Click the Content tab.

  4. Click Save next to the preset name.

  5. Choose Save changes to the preset.

  6. Click Save preset.

The preset keeps its name. To keep the original as it is, choose Save as a new preset and enter a new name instead.

💡 Exporting doesn't update a preset. If you export without saving, your changes apply only to that file.

Rename a preset

  1. In the toolbar, click the Export icon and hover any export type, like Spec Package.

  2. Click the pencil icon next to its presets. Edit Presets opens with every export type and its presets.

  3. Scroll to the preset under its export type, hover over it, and click its pencil icon.

  4. Type the new name.

  5. Click Save.

Reorder presets

In Edit Presets, drag a preset by the handle on its left to a new place in the list, then click Save. Your presets appear in this order in the Export menu and the preset menu.

Delete a preset

Hover over any export type in the Export menu, then click the pencil icon next to its presets. In Edit Presets, scroll to the preset under its export type, hover over it, and click the delete icon, then confirm. It's deleted right away, so you don't need to click Save.

💡 Related articles

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