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Managing your template library in your organization

How to manage templates in your organization's template library? 

You can save organizational templates for all new projects in Workspace. Navigate to the My Virtual Vaults dashboard. Click on your  Organization in the top right corner. Click on  Template library to enter and manage your templates.

template library

1. Search for a template in your library

2. Import a new template into the library

→ Step by step instructions

    1. Click on  Import template.

    2. The following screen will appear: 

      import template

      Download our template and click on  Next.

    3. 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.   

      import template

    4. Upload your template to your Workspace. Drag & drop the file or browse through your documents.
      import template

    5. 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.

      import template

3. Edit the name and/or description of your template

4. Delete a template from your library

5. Download a template from your library, edit it and re-import it once more (e.g. an adjusted/improved version). 

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