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1.6. Transferring Item Templates

Cataloging staff who use them will need to export item/copy templates from their old login access account and import them on their new login access account. To do so, log into Evergreen on the old login account, choose Export on the Copy Editor screen, and save the file on the workstation. Then, log out of Evergreen and log back in with the new account, choose Import from the same Copy Editor screen and choose the file they just saved on (the same) workstation. Then, the item templates will be available with that login (on any workstation).