Templates in Zoho WorkDrive

Templates in WorkDrive

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 or save templates for documents and spreadsheets via Zoho Writer and Sheet, respectively. Once you have templates, you can use them to create any number of files.

  1. Templates are supported in all WorkDrive plans.
  2. Zoho Show's presentation templates are not supported in WorkDrive.
  3. WorkDrive mobile apps for Android and iOS currently don't support Templates.

My Templates

Anyone on the team can create and use their personal templates in WorkDrive. My Templates is only accessible by you; other members in your organization cannot access them.

To create My Templates:
  1. Click your profile picture in the top-right corner, then select Templates.
    By default, the My Templates tab will be selected. All your personal Templates will be listed there.
  2. Click the + NEW MY TEMPLATE button in the top-right corner.
  3. Select a file type: Document or Spreadsheet.


A new My Template will be created via Zoho Writer or Sheet. Once you have created a personal template with a preset layout, you can then choose to use the template to create new files.

Org Templates

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

To create Org Templates:
  1. Click your profile picture in the top-right corner, then select Templates.
    The My Templates tab will be selected by default.
  2. Click the Org Templates tab. All your organization's Templates will be listed there.
  3. Click the + NEW MY TEMPLATE button in the top-right corner.
  4. Select a file type: Document or Spreadsheet.
A new Org Template will be created via Zoho Writer or Sheet.

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.

To assign the Template Admin role to members:
  1. Click Admin Console in the bottom-left corner of your WorkDrive account. The Admin Console page will open in a new tab.
    Dashboard will be selected by default.
  2. Select the Members tab in the left pane to open it on the right.
  3. Hover your mouse over the name of the member and click on the  icon.
  4. Select Add as Template Admin.

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.

  1. New Public Templates cannot be created in WorkDrive.
  2. Public Templates cannot be modified or deleted.

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.

To save a file as Template:
  1. Select a Writer (document) or Sheet (spreadsheet) file.
  2. Click the More actions icon in the top actions bar, then select Save as Template from the dropdown.
  3. Select To My Templates or To Org Templates.


You cannot save files as Public 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.

To create files using Templates:
  1. Go to any folder where you have at least Editor permission.
  2. Click the + NEW button in the top menu bar.
  3. Hover over the required file type among Zoho Writer (document) and Zoho Sheet (spreadsheet), then select the Use Template option.



    The Templates screen will open. My Templates will be selected by default. You can see a thumbnail preview of Templates.

  4. Select a template, then click Use Template.
  5. Similarly, you can select a template from Org Templates or Public Templates by selecting the respective tab below My Templates.

Manage Templates

  1. Click your profile picture in the top-right corner, then select Templates.
    By default, the My Templates tab will be selected.
  2. Select the required Templates tab: My Templates or Org Templates.
  3. Right-click a template and you will have these options:

    Use this template - Use the template to create a new file
    Preview
    Open in new tab - The template will open in the respective editor app (Writer or Sheet)
    Rename
    Delete



  4. In the preview screen, select Open with Zoho Writer/Sheet to edit the template.
You cannot download or share Templates in WorkDrive.

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