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Managing Template Libraries

Organize and maintain your custom template collection for team consistency and efficiency.

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Written by Bhumika
Updated this week

Steps

  1. Access your Template Library from the Dashboard

  2. View all custom templates created by you and your team

  3. Search for specific templates by name or keyword

  4. Edit template details: Template name, Description, Category, Tags, etc

  5. Delete templates that are no longer used

  6. Share templates with specific team members or departments

  7. Set permissions for who can edit or view templates

Notes

  • Template library is accessible to all team members

  • Team members can contribute new templates

  • Archive rather than delete for historical reference

  • Document template usage guidelines in team documentation

  • Review and update templates periodically

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