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title: Managing User Templates
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product: RPA Builder
version: 6.6
---

# Managing User Templates

> For the full documentation index, see: https://docs.mulesoft.com/llms.txt

RPA Builder enables you to save Action Steps and their settings as templates that you can reuse in
the project. You can Import and Export these templates as needed.

Create a set of templates before creating a Workflow to increase the creation speed significantly.
Save the templates before configuring the Workflow objects, so the templates stay flexible in use.
RPA Builder automatically loads templates during start-up and makes them available in the toolbox.
You can drag and drop templates to your Workflow to use them.

## Before you Begin

Consider the following when creating a template:

- Search Pattern and Pattern Select Action Steps and all combinations of Action Steps that include
  them cannot be saved as a template.

- RPA Builder removes all passwords from templates before creating them.

## Create a Template

You can create a template using the _Context menu_ or the _Workflow Tools_.

1.  Use any of the following methods to start creating a template:

    From the Context Menu

    1.  Right-click an Action Step to open its context menu.

    2.  Click **Save As Template**.

    Using the Workflow Tools

    1.  Select the Action Step you want to save as a template.

    2.  In the Workbench Toolbar, click the **Tools** (![The Tools icon](/mulesoft/current/en-us/rpa-builder/6.6/_images/wrench-icon.png))
        button.

    3.  Click **Save Selected Items as Template**.

    After selecting any of these options, a **Save as** dialog opens in which you continue
    configuring the template.

2.  Select the path to the folder in which to store the template.

    By default, the RPA Builder template folder is `\MuleSoft\RPA\UserTemplates`.

3.  Enter a name for the template and click **Save**.

    The Template details window that subsequently opens enables you to add additional information to
    this template.

    ![The Template details window](/mulesoft/current/en-us/rpa-builder/6.6/_images/save-as-template.png)

    When you unselect **Clear user data**, the template keeps the settings configured, so specific
    measurement Workflow elements, like starting MS Edge with a blank page, can be saved as a
    template as a whole and reused directly from the User Templates category in the Toolbox.

## Delete, Import, and Export Templates

The Templates Manager enables you to delete, import, and export templates.

![The Templates manager window](/mulesoft/current/en-us/rpa-builder/6.6/_images/templates-manager.png)

To open the Templates Manager, in the top menu bar, go to **Tools** > **Templates Manager**.

Use the corresponding buttons in the menu bar of the Templates Manager to **Delete**, **Import**, or
**Export** templates:

- (![The Delete template button](/mulesoft/current/en-us/rpa-builder/6.6/_images/delete-icon-alt.png)) **Delete**

  Deletes the selected Template.

- (![The Import template button](/mulesoft/current/en-us/rpa-builder/6.6/_images/import-icon.png)) **Import**

  After you click **Import**, Windows Explorer opens and you can enter the path to the template.
  Select a template and the following window opens:

  ![The Import template window](/mulesoft/current/en-us/rpa-builder/6.6/_images/import-user-template.png)

  You can verify the template again and change the name if necessary. Click **OK** to import the
  template into the Template Manager, where it becomes available for further use.

- (![The Export template button](/mulesoft/current/en-us/rpa-builder/6.6/_images/export-icon.png)) **Export**

  When you click **Export** after selecting a template, the following window opens:

  ![The Export template window](/mulesoft/current/en-us/rpa-builder/6.6/_images/export-user-template.png)

  In this window, you can change the name and navigate to the target folder where to save the
  exported template.

## Example Templates

The following template is a typical template for a normal Transaction with mouse activity:

![A template showing a transaction with mouse activity](/mulesoft/current/en-us/rpa-builder/6.6/_images/template-transaction-mouse.png)

A useful variation of this template could use keystrokes:

![A template showing a transaction with mouse activity and keystrokes](/mulesoft/current/en-us/rpa-builder/6.6/_images/template-transaction-keystrokes.png)

## See Also

- [Workbench Elements in Detail](https://docs.mulesoft.com/rpa-builder/6.6/workbench-elements-in-detail)

- [Workbench Toolbar Overview](https://docs.mulesoft.com/rpa-builder/6.6/workbench-toolbar-overview)