Create and edit workbook templates

Requirements

The ability to create and edit templates requires the following:

• To create a new template from an existing workbook, you must be assigned an account type with Create, edit, and publish workbooks permissions , and have view access to the existing workbook.

• To edit an existing template, you must be the template owner or be granted Can edit template permission.

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 organization member or team, and select your desired permission from the dropdown.
5. Click Save. You are directed to your new template.

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.