New in WorkDrive: Templates

New in WorkDrive: Templates



Templates are preset layouts that help you create files with consistent file settings, such as style, design, and formatting, including the default or primary content. 

Zoho WorkDrive allows you to create and use templates for documents and spreadsheets via Zoho Writer and Sheet, respectively. 
  • Templates are supported in all WorkDrive plans.
  • Zoho Show's presentation templates are not currently supported in WorkDrive.

My Templates
My Templates is only accessible to you; other members in your organization cannot access them.

Org Templates
Anyone in your organization can use Org Templates to create new files, but only Team Admins and Template Admins can create and manage Org Templates.

By default, the Super Admin and Team Admins will have the Template Admin role. They can assign the Template Admin role to team members from the Members tab in the Admin Console.

Public Templates
Public Templates are predesigned templates provided by the respective Editor apps, which can be used by anyone on the web to create files. Currently, only Zoho Writer provides Public Templates (document format) in WorkDrive.

Save files as Templates



Save any Writer (document) or Sheet (spreadsheet) file on WorkDrive as a template. Anyone on the team can save files as a template to their My Templates, but only Team, Enterprise, and Template Admins can save files as a template to Org Templates.

Create files using Templates



You can create new Writer (document), and Sheet (spreadsheet) files using templates from My Templates, Org Templates, and Public Templates.


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