Manage workbooksDocument templates

Create and edit document templates

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You can create templates to reuse workbook and report structures for consistency and convenience. These templates can be shared with other users in your organization, or with other organizations.

Requirements

The ability to create and edit templates requires the following:

  • To create a template from an existing workbook, you must be assigned an account type with Create, edit, and publish workbooks permission or Can create, edit, and publish reports permission.
  • You must have at least Can view access to the existing document.
  • To edit an existing template, you must be the template owner or be granted Can edit access to the template.

Create a new template

  1. Open the workbook you want to use as the basis of the template.

  2. From the document menu, select File > Save as template.

  3. Enter a Template Name.

  4. (Optional) If you want to share the template, enter the name(s) of the user or team in your organization, then select the access to grant.

  5. Click Save.

    The new template opens.

Edit an existing template

  1. From the Home page, select Templates.
  2. Find the template you want to edit, then select More > Open.
  3. In the template header, select Edit.
  4. Make your changes.
  5. In the template header, click Publish to save your changes.