WORKSPACE / YOUR SAVED WORK← Template library
A NEW ADDRESS. THE SAME WORK.

Bring your work with you.

Move saved clients, reports, combined reports, dashboards, and library preferences. Your original saved work stays in place.

Current address
01

Download your backup

Start at the address where your saved work currently appears. Download one file containing the whole library’s saved data.

02

Open your new address

Sign in as usual, then return to this transfer page at your new address.

Open templates.rei-strategy.com Back up from the original address ↗
03

Import and verify

Choose the backup at your new address. You’ll see what it contains before importing. Existing work is kept; conflicting versions are never silently overwritten.

A clean start means no default clients.

A new browser or address starts empty. Clients appear only when you add them or import your own saved work. Your backup contains client information; keep the file private.