Creating and managing templates

Templates help to streamline the exporting process by predetermining the export's artifact types, columns, and format options. When you create an export, you can save the settings for use in future exports. You can also use Magnet AXIOM's system templates, or import other users' templates. When you use templates, you can edit the selections during the export workflow.

Note: Templates are not available for Identifiers, PST, and VICS export formats. These formats are more streamlined, so you don't need to use templates to save time.

Save export settings as a template

When you create an export, you can save the settings for use in future exports of the same format. Magnet AXIOM saves your selected artifact types, column configuration, and formatting options, if applicable.

  1. In AXIOM Examine, click File > Create export / report.
  2. Follow the instructions in the Create export / report window to select your export / report format and customize the items you want to include.
  3. In Preview and save, click Save settings to template.
  4. In the Create new template window, type a template name and click Create.

Create a new template

You can create a new template directly from AXIOM Examine. Magnet AXIOM saves your selected artifact types, column configuration, and formatting options, if applicable.

  1. In AXIOM Examine, click Tools > Manage export / report settings.
  2. Under Manage templates, click Create new.
  3. Follow the instructions in the Create export / report window to select your export / report format and customize the items you want to include.
  4. In Preview and save, click Save settings to template.
  5. In the Create new template window, type a template name and click Create.

Import a template

You can import another user's template to use for your own exports of the same format.

  1. In AXIOM Examine, click Tools > Manage export / report settings.
  2. Under Manage templates, click Import.
  3. Browse to the JSON file that contains the template and click Open.

When you create your export / report, on the Items to include screen select Use a template, then select the imported template from the dropdown menu.

Export a template

You can export a template so that other examiners can use it in their own exports.

  1. In AXIOM Examine, click Tools > Manage export / report settings.
  2. Under Manage templates, hover the mouse over the template you want to export and click Export.
  3. Browse to the folder where you want to save the JSON file, enter a name for the file, and click Save.

Edit a template

You can edit all user-created templates, but not system-created ones.

  1. In AXIOM Examine, click Tools > Manage export / report settings.
  2. Under Manage templates, hover the mouse over the template you want to edit and click Edit.
    3. Tip: If you want to create a template using any template as the basis, including a system-created template, you can Duplicate the template first, and then edit the copy.
  3. In the Manage export / report settings window, follow the steps to make changes to the template.
  4. On the Format options screen, click Save template.
  5. To rename the template, under Template name, double-click the current name. Enter a new name, then click Update.