Templates

CONTENTS

This function is only available for the Standard and Advanced plans.

Set whether to use the template for Message, Note, and Board. Also, you can change the settings on authority to create templates for company members, image retention period, and image file size limit.

Use templates

Set whether to use templates for Message, Note, and Board.

  1. Select 'Service' from the left to expand the menu and press 'Template' to access the page. On mobile, tap the button to access the menus. 

  2. Press of the 'Use status' field to select whether to use the function.
    • Use: Members can use the templates in the Message, Note, and Board.
    • Do not use: Members cannot use the templates in the Message, Note, and Board.
  3. Press 'Save' to complete.

Authority to create templates for company members

Set authority to create templates for company members to use in the Message, Note, and Board.

  1. Select 'Service' from the left to expand the menu and press 'Template' to access the page. On mobile, tap the button to access the menus. 

  2. Press of the 'Authority to create org-wide template' field to set the authority.
    • Freely by members: If selected, members can freely create templates for the company members to use.
    • Only by administrator: Only the administrators can create templates for the company members to use.
  3. Press 'Save' to complete.

Image retention period

Set the retention period for images attached to the question.

  1. Select 'Service' from the left to expand the menu and press 'Template' to access the page. On mobile, tap the button to access the menus.
  2. Press  of the 'Image storage period' field to select the retention period.
    • Select from 1 month, 3 months, 6 months, 1 year, 2 years, and 3 years.
  3. Press 'Save' to complete.

Image file size limit

You can limit the maximum size of an image file attached to a question.

  1. Select 'Service' from the left to expand the menu and press 'Template' to access the page. On mobile, tap the button to access the menus.
  2. Press  of the 'Maximum size for a single image file' field to select the retention period.
    • Select from 2MB, 5MB, 10MB, and 15MB.
  3. Press 'Save' to complete.

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