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Saving a Document tab as a template

Creating a new Document tab as a template

Do you want to save a complex folder structure that you know you'll be using again? It's very easy to do with the Save as Template option.

Please note that templating a tab does not save the uploaded contents - only the structure.

Templates are saved to your user ID, and also to the account that you are a member of, and are always available to you when adding a new tab of the same type. They are a way of efficiently duplicating structure across the same or multiple deal spaces.

Users have to be a member of an account, as well, to use the deploy template function.

Note: when saving a template, make sure that the tab and folder structure have been published (draft items cannot be templated).

Saving a Document tab as a template

  • Open your deal room

  • Navigate to the required document tab

  • Right-click on the document tab heading in the workflow

  • Select 'Save as template'

  • Enter the name for the template tab and select the folders to be included in the template

  • This saves the template against the user's ID and also saves to the account that the user is a member of, which allows other users in that account to use the template when adding a new tab

Creating a new document tab from a template

  • Within the deal room click on the plus icon, next to the deal space logo, to add a new tab

  • Select 'Document' as the tab type and within the 'Add new tab' window select the previously saved template from the drop down list next to 'Load from template'.

  • Here users will be able to see, and select, templates that they have saved themselves as well as templates that have been created by other users in the same account

  • Complete the remaining steps to add the new tab

Note: when a tab template has been deployed, all items are in Draft and therefore visible only to members of your own team.

For more detail, see: Creating and deploying tab templates

Do you need further help or guidance? Contact the Help Desk team: [email protected]

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