Order Templates > Uploading a file of Products | Scribe

    Order Templates > Uploading a file of Products

    • 13 steps |
    • 2 minutes
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    Tip!\ [Click here](https://www.coburns.com/assets/OrderTemplate.csv) to download the sample file to prepare to upload your order template.
    1
    To upload your own order template, 1st click on the HI icon to go to your My Account Section.
    2
    Click "Order Templates"
    3
    Click "+ Add Order Template"
    4
    Click the "Name" field to enter the name of your new Order Template
    5
    Click this dropdown to set the Permission Level. Private means only you have access to this order template. Organization means that all of your additional users will have access to this template. It is recommend to select Organization to ensure everyone in your company can access this order template.
    6
    Click "Save"
    7
    Click on the name of your new order template to open it.
    8
    Click "Upload File"
    9
    Click "Download the Sample Template". It will download a CSV file on your computer that you can use to populate with the items you need to upload to your Order Template.
    10
    Click "Upload File". This will allow you to select the file on your computer with the product you want to upload to your order template.
    11
    Click "Upload"
    12
    Give it a few minutes to upload the information. You will receive an email once this is completed.
    13
    Once completed, you will be able to refresh your screen or go back to the Order Template page and click the name of your new order template. It will have the products you uploaded.