Creating a Template

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.
  1. Go to a document you can edit. You must be able to edit the document you want to create a template from.
  2. Click Actions > Create a Copy and then select whether you want the new version to be a document, discussion, or blog post. Note that what you select here is the content type that others will be publishing from your original document. For example, if I have a template document called New RFP, but I want salespeople to publish blog posts based on my New RFP document, I would choose blog post here. Also note that you may not see listed one or more of the content types if the place where the original document is stored does not support them, or you don't have permission to publish a particular content type there (for example, blog posts).
  3. Copy the link provided for the template.
  4. Click Cancel. You won't actually publish the copy of this document; you are just collecting the link that you can use anywhere in the community.
  5. Paste the link anywhere in the community, for example, in the Helpful Links tile in a place that you own. When someone clicks the link, they'll be 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 will be published exactly like the original, but it will contain a number inside square brackets in the title).