Limitations of Exporting and Importing Templates

To avoid any issues when you create and install managed package to export and import document templates in Salesforce orgs, you must be mindful of the limitations.

• If a template in the target org has the same name as the template added in the package from the source org, the installation fails. To install the package, rename the template name in the source org and create another package.

• You can't import web templates from Vlocity Contract Lifecycle Management to Salesforce Contracts.