Doc Config Backup and Restore for Admins

Backup of your Doc Configs is done in 2 steps:

1. Export the ZIP file from the Doc Config configuration page. The ZIP file will contain your entire config with DataSources, ConfigTypes, Templates and Alternatives.
2. Export the Salesforce configuration via the PDF Butler Admin tab. This is a JSON file and will contain all DataSource configuration, Doc Config settings and Actionables

Restoring your configuration is as easy as the backup and is done in 2 steps:

1. Import the ZIP file from in the Doc Config configuration page. This will restore your Doc Config configuration to the original status
2. Import the Salesforce configuration in the PDF Butler Admin tab. This will restore DataSource configuration, Doc Config settings and Actionables

See it in action here:

PS: you can also backup PDF Butler Packs via the PDF Butler Admin tab to have a full backup of your configuration.