Common Components Help

AEF Help

Saving a Workspace as a Template

Use workspace templates to speed up the process of creating a workspace that is similar to one you have already created. A workspace template saves the components of a workspace that are frequently reused, including the workspace members and folder structure.

You can save any workspace as a template that you created. If you are designated as a Company Representative, you can make templates available to all members of the workspace, called Enterprise templates.

To save a workspace as a template

1. Access the workspace that you want to save as a template by clicking My Desk > Team > Workspaces. Then click the Name of the workspace.
2. From the Properties page, click Save As Template from the page Actions menu.

The Save Workspace Template page opens.

3. On the Workspace Template page, enter a Template Name and Description for the template.
4. Choose the Availability for the template.

User--The template is available only to you and from within the current workspace.

Enterprise--This option is available only if you are designated as a Company Representative. Choose Enterprise if you want the template to be available to all workspace members.

5. If the workspace was already based on a template that you created, the page includes a Save Option. To save the workspace as a new template, choose Save as New Template. To save the workspace as a new revision of the template from which it was created, choose Revise Template.
6. Click Members and/or Folder Structure (or neither) to choose the Template Data you want included.
7. Click Done.