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Saving Team Templates

Renée Meloche
Renée Meloche
  • Updated
Available on the following Venngage subscription plans: Business and Enterprise.

 

Share designs in Team Templates, and other users in your organization can create a customizable copy of that template, which will automatically save to their My Designs page

Business users can also share designs they create in Team; Enterprise users can share designs to one or more Groups. Both options are great for collaborating on the same design in the Venngage Editor.

Create a design template

Choose any design from the Templates page. Learn more about how to find the perfect template

Click "Create" on the design template you want to use. 

A user types 'letterheads' into the search bar at the top the Template page on the Venngage website, then scrolls through the results. The user mouses over a couple templates until they click 'Create' on a template called 'Business Accounting Termination Letterhead'. The template opens in the Venngage Editor.

 

Make any changes you want to the template, then click Home.

You can also create a template from a blank canvas and add your brand-custom logo, fonts and colors using My Brand Kit.

 

When you're finished creating your template, go back to the Home page. 

Change the name of the template if you want; remember, other users will see the template and will create a copy of the design in the Editor, which they can customize (it will appear under their My Designs page when they create and save it). 

 

Save your design as a Team Template

Find the template you just customized on your Home My Designs page, or choose from any design on your My Designs page or on the Team Designs page

Click the kebab (three vertical dot) menu beside the title of your design to bring up the settings menu. 

Click "Save as Template" and select "Team Templates". 

On the Home/My Designs page of the Venngage website, a user clicks on the kebab menu on the design thumbnail of a design called TEMPLATE Accounting Letterhead. The menu appears and the user clicks on the third option in the menu, Save Template. This opens two options: My Templates and Team Templates. The user clicks Team Templates. The thumbnail is still as it was on the My Designs page. In the left sidebar of the page, the user clicks the Team Templates link. The page loads, and the thumbnail 'TEMPLATE Accounting Letterhead' appears on the page. When the user moves their cursor over the template, they have the option to Create a new design from the template, or preview the design.

 

Click Team Templates in the left toolbar to see your saved design. 

Users in your organization can create their own copy of any template shared under Team Templates

 

The feature(s) discussed in this article is available on the following Venngage subscription plans: Free, Premium, Business and Enterprise.

Curious about upgrading? Compare our plan features side by side.

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