Manage your document templates

As an administrator, you can create and configure one or more document templates for each document class. Learn more: Create and configure document templates. 

This article explains how to manage your document templates. You can: 

Edit the name of a document template
 Set a template as the default for your document class
 Edit the visibility of templates
 Duplicate existing document templates 
 Delete document templates

Edit the name of a document template 

1. Open the library administration interface. 

2. Select the class you want to configure under Document classes.

3. Select Templates.

image01.png

4. Select Edit name in the More actions menu.

5. Change the name and press Save.

image02.png


Set a template as the default for your document class

1. Select Make default in the More actions menu.

Note: To cancel the default setting, you can:
– select Unmake default in the More actions menu of the default template
– select Make default in the More actions menu of a different template

image06.png

Setting a default template has the following impact:

Learn more: Import folders from Drive in a Secured Folder or Team Folder

Note: In Team Folders and Secured Folders, you can't use a template with an attachment as the default template.


Edit the visibility of templates

By default, all document creators can create documents with the template. This means they can:

You can restrict the visibility of templates so only the defined document creators can create documents with the template.

1. Select Edit visibility in the More actions menu.

2. In the Edit visibility pop-up, you can select:

  • All document creators: all document creators can create documents with the template. This is the default. Learn more: Manage document creators.  
  • Restrict to role: only document creators in the selected library administrator role or custom role can create documents with the template. Learn more: What are roles? 
  • Restrict to user / group: only a single document creator (if you enter a user) or the document creators in a Google group (if you enter a Google Group) can create documents with the template.
  • Nobody: no document creators can create documents with the template.

Note: You can't change the visibility setting of the default template: it's always visible to all document creators.

image04.png


Duplicate existing document templates 

1. Select Duplicate in the More actions menu.

2. Enter a name for your duplicated template.

Note: The name must be unique within a given document class. You can't have two templates with the same name in the same document class.

3. Press Duplicate

image03.png

Note: When you duplicate a template, any attachments aren't duplicated.   


Delete document templates

1. Select Delete in the More actions menu.

2. Press Delete in the confirmation pop-up.

Note: You can't delete a template if it is defined as the default.

Was this article helpful? 0 out of 0 found this helpful
If you didn’t find what you were looking for, don’t hesitate to leave a comment!
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.