Custom and Global Templates

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Overview

Team owners can create document templates for all team members to use. On top of that, Admins can make them global for the whole organization.

For more information about document templates please see our help article on Create a Team Page.

Create Custom Template

Custom templates are stored in the team where they are created.

1. Select to create a new blank page or choose from one of the Samepage templates
2. Edit and add content to that page to get the layout that you desire
3. Click on the 3 dot menu in the top right side of the page and select Make a template

Make a Template Global

Global templates are accessible in all teams in the organization.

1. In the team where the current template is stored select +New and Choose from template
2. Select the template to open the preview
3. Click on the gear icon and select Make global

Rename a Template

1. In the team where the current template is stored* select +New and Choose from template
2. Select the template to open the preview
3. Click on the gear icon and select Rename
4. Rename the template

Delete a Template

1. In the team where the current template is stored* select +New and Choose from template
2. Select the template to open the preview
3. Click on the gear icon and select Delete
4. Then click YES, DELETE

Edit a Template

1. In the team where the current template is stored* select +New and Choose from template
2. Select the template and click CREATE PAGE
3. Edit and add content to that page to get the new layout that you desire
4. Click on the 3 dot menu in the top right side of the page and select Make a template

*Global templates can be updated from any team