Download and Update the Templates in the Library

In this article:

• Download a Template from the Library
• BlueDolphin Standard Templates
• Reset the Tenant
• Update a Template

Download a Template from the Library

1. To download a template, login as an administrator and go to the Admin section .
2. In the Configuration section, Select Templates and open the template library by clicking the button .
   
3. In the Templates Library, choose the desired template category, for example, Questionnaires.
4. Select a template and click the download button in the lower-right corner.

BlueDolphin Standard Templates

A quick way of getting started with BlueDolphin and discovering its possibilities is by downloading a standard template into your environment. It is recommended to do this in your test environment.

BlueDolphin allows downloading a standard template only if your environment is empty (it does not contain any objects, views, relationships, or source processing items).

To empty your environment, you can do it in two ways:

• Manually delete all the content
• Reset your environment to default settings

Reset the Tenant

1.  Go to the Admin section .
2. In the System section, Select General to open the system settings.
3. Click three dots in the upper-right corner and select Reset to default settings option.
4. Enter the tenant name in the text box and click the reset option in the bottom right to start the process.
   

The process may take some time, depending on the number of objects and processes in your tenant.

Once the template is successfully downloaded, you receive a notification through a toast message.

Update a Template

When an update is available for a template, an exclamation mark icon is visible on its right.

Choose the desired template category and the template and click Update in the lower-right corner.