Share workbook templates

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse.

Requirements

  • To share a template, you must:

Template permission options

Two permission types are available for templates:

  • Can Use – allows the user to view the template and create workbooks from it.
  • Can Edit – allows the user to edit and share the template, in addition to all β€œCan Use” permissions

Share a template

  1. Open your Templates gallery page.
    Access this page from either:
    • The left-side navigation panel on your home page, or
    • The quick navigation menu (Screen_Shot_2021-11-18_at_11.08.00_AM.png), located in the top left corner of any document page.
  2. Find the template you want to edit.
  3. Click its More button to open its menu.
  4. Click Open.
    Screen_Shot_2021-11-17_at_4.14.28_PM.png
  5. In the workbook header, click the share (Screen_Shot_2021-11-18_at_11.35.36_AM.png) icon button.
    Sigma opens the Share modal.
    Screen_Shot_2021-11-17_at_4.23.37_PM.png
  6. Under Member or Team, select the user(s) or team(s) you want to share with.
  7. Under Permission, select a permission type.
    Screen_Shot_2021-11-17_at_4.26.20_PM.png
  8. (Optional) Include a message to send with the invitation.
  9. Click Save.