Creating templates

You can use the Create a Copy feature to create templates for yourself or others to use.

For example, you might want to create a baseline RFP for your salespeople to use that they can edit and add to before publishing it as a new RFP.

Restriction: You must be able to edit the document you want to copy.

To create a template:

  1. Go to a document you can edit.
  2. Click Actions > Create a Copy to open the Create a Copy dialog box.
  3. Select the content type for the copied item from the available types.
    The available options may differ if the place where the original document is stored does not support some of them, or you don't have permission to publish a particular content type there.
  4. If you want to use the item as a template, copy the link provided under Create a Template, and then click Cancel to close the dialog box.
    You don't need to publish a copy of this document.
  5. Paste the link anywhere in the community, for example, in the Helpful Links tile in a place that you own.
When a user clicks the link, they are taken to the template (based on your original document) that they can edit and publish. They can change the title, body text, tags, and place of the new item; all of these are optional. If they make no changes at all, the new content is published exactly like the original but with a number inside square brackets in the title.