How do I define a protocol export template for a session series?
First click on Protocols (1.) and then on the desired Session Series Category (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_ve7cj6.png)
Possibility:
Click on the 3 dots (1.) an then on Settings (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_194cxkf.png)
A new window opens in which you can define the export template. Click on Export template (1.) and select a template. Then you can click on the Save button (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_18am4ki.png)
Possibility:
First click on Protocols (1.) and then on the desired Session Series Category (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_nwckz5.png)
Next, click on the desired Session Series.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_1in0w8y.png)
Click on the 3 dots (1.) and then on Settings (2.) in the menu.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_z2jx9d.png)
A new window opens in which you can define the export template. Click on Export template (1.) and select a template. Then you can click on the Save button (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_vy0v7s.png)
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_ve7cj6.png)
Possibility:
Click on the 3 dots (1.) an then on Settings (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_194cxkf.png)
A new window opens in which you can define the export template. Click on Export template (1.) and select a template. Then you can click on the Save button (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_18am4ki.png)
Possibility:
First click on Protocols (1.) and then on the desired Session Series Category (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_nwckz5.png)
Next, click on the desired Session Series.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_1in0w8y.png)
Click on the 3 dots (1.) and then on Settings (2.) in the menu.
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_z2jx9d.png)
A new window opens in which you can define the export template. Click on Export template (1.) and select a template. Then you can click on the Save button (2.).
![](https://storage.crisp.chat/users/helpdesk/website/7ffe47b65f73d800/image_vy0v7s.png)
Updated on: 03/08/2023
Thank you!