Create a new template

The following are the three Template categories:

  •  ‘Company’ templates in which all members of the company can use
  •  ‘Team/Group’ templates used by team or group members
  •  ‘MY’ templates for an individual user to use

There are different ways to create a new template:

  • Create new ‘Company’, ‘Team/Group’, or ‘MY’ templates.
  • Copy an existing template to create a new one in the location you want.

Create a new company template

You can create a new template that all members can use.

Copy an existing template to create a company template

If you want to create a ‘Company’ template by editing the contents of an existing template, you can use the copy function to create a new ‘Company’ template.

Create new Team/Group template

You can create a new template that Team/Group members can use.

For Team/Group templates, you can give ‘All members’ or ‘Writer’ the ‘Template modification/deletion permissions’.

Copy an existing template to create a team/group template

If you want to create a ‘Team/Group’ template by editing the contents of an existing template, you can use the copy function to create a new ‘Team/Group’ template.

For team/group templates, you can give ‘All members’ or ‘Writer’ the ‘Template modification/deletion permissions’.

Create a new MY template

You can create a new template that only you can use.

Copy an existing template to create MY template

If you want to create a ‘MY’ template by editing the contents of an existing template, you can use the copy function to create a new ‘MY’ template.

Related Contents