You can save Organization templates to use in all your (new) projects in Workspace. Navigate to the My Virtual Vaults dashboard. Click on your Organization in the top right corner. Click Templates to enter and manage your templates.
1. Search for a template in your library
2. Import a new template into the library
→ Step by step instructions
- Click on Import template.
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The following screen will appear:
Download our template and click on Next.
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Open the template file and copy the questions from your own excel file into the template. Make sure you use the columns: index, title, description. Keep in mind the upload criteria to avoid errors when uploading your template. Make sure you save and close the file after you've completed it.
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Upload your template to your Workspace. Drag & drop the file or browse through your documents.
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Check the file. Once you have uploaded the file, the system will give you an overview of the first 5 rows of your file. Is it correct? Decide whether you want to save this template so you and other users of your organization can use it in following projects. To do so, tick the checkbox Save as organization template.
Click on Finish import to finalize the action.
3. Download a template from your library, edit it and re-import it once more (e.g. an adjusted/improved version).
4. Edit the name and/or description of your template
5. Delete a template from your library