You can export and import a B2B document into another instance.

1. To export a document in a project.
   1. In the navigation pane, click Projects.
   2. Click the project in which to export the document.
   3. Click B2B .
   4. In the Documents section, go to the document to export.
   5. Click Actions , then select Export.
      A ZIP file of the document is downloaded.
2. To export a document in a standalone environment.
   1. In the navigation pane, click B2B, then Documents.
   2. Hover over the row of the document to export.
   3. Click Actions , then select Export.
      A ZIP file of the document is downloaded.
3. Log in to the instance in which to import the document.
4. To import a document into a project.
   1. In the navigation pane, click Projects.
   2. Click the project in which to import the document.
   3. Click B2B .
   4. In the Documents section, click Add .
   5. Click Import.
      The Import document panel is displayed.
5. To import a document into a standalone environment.
   1. In the navigation pane, click B2B, then Documents.
   2. Click Import.
      The Import document panel is displayed.
6. Drag and drop the document ZIP file.
7. If you want to overwrite an existing document of the same name with the imported version, click the Overwrite the document definition, if it exists check box. You cannot overwrite a document that is actively in use.
8. Click Import.
   If successful, the B2B document import report shows the contents of the imported document ZIP file.