Using a template in self-hosted environment

[Denis]

Has anyone successfully been able to import an example template in their self-hosted environment? I’d like to use the ‘Portfolio Performance’ template for my own use, but I can’t find a way to export and import it into my environment. And I’ve been unsuccessful in recreating it manually.

And when visiting the Examples/Templates section locally, none are displayed.

The template I’m trying to recreate locally is: Portfolio Performance - Grist

[paul-grist]

Hi @Denis, you can use the “Download” option in “Save Copy” to get the template onto your own computer:

Then you can import it into your self-hosted environment with “Add new” → “Import document” on the home page of your site:

Creating a document - Grist Help Center

[Denis]

Thanks again @paul-grist for your help and quick response. I was selecting Save Copy but never tried the icon next to it.