Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Sharing Templates

Version 14.19

The OP software allows you to import and export templates. This includes the sharing of templates that OP has customized and exported and has made available for general use. While sharing templates uses the Import and Export Templates functionality in the OP software, sharing templates has its own guidelines and its own warnings. Failure to heed these guidelines and warnings may damage your existing templates and may lead to inaccurate data in the OP software.

Reviewing these resources in the order presented best prepares you for sharing templates:

  1. Before downloading and importing shared templates into your OP software, please read the warnings and guidelines for template sharing in the Warnings: Before You Share Templates article.
  2. For an overview of the Import and Export functionality in OP 14, refer to the article below that matches your OP software environment.
  1. For a catalog of templates that OP has customized and made available for downloading and importing, visit the  OP Template Sharing Catalog. Each template on the catalog page links to a template-specific page that includes an overview of the template and download instructions.
  2. After downloading and importing a template into your OP software, customize each template to meet the needs and workflows of your Practice. For details, refer to, Customizing Shared Templates.
WarningOP is not obligated to fix your templates or your data if you import or share templates and damage either your templates or data in the process. 
Version 14.10

OP 14 allows you to import and export templates. This includes the sharing of templates that OP has customized and exported and has made available for general use. While sharing templates uses the Import and Export Templates functionality in OP 14, sharing templates has its own guidelines and its own warnings. Failure to heed these guidelines and warnings may damage your existing templates and may lead to inaccurate data in OP 14.

Reviewing these resources in the order presented best prepares you for sharing templates:

  1. Before downloading and importing shared templates into your OP 14 system, please read the warnings and guidelines for template sharing in the Warnings: Before You Share Templates article.
  2. For an overview of the Import and Export functionality in OP 14, refer to the article below that matches your OP 14 environment.
  1. For a catalog of templates that OP has customized and made available for downloading and importing, visit the  OP 14 Template Sharing Catalog. Each template on the catalog page links to a template-specific page that includes an overview of the template and download instructions.
  2. After downloading and importing a template into your OP 14 system, customize each template to best meet the needs and workflows of your Practice. For details, refer to, Customizing Shared Templates.
WarningOP is not obligated to fix your templates or your data if you import or share templates and damage either your templates or data in the process.