On the “Copy document” panel that appears, type in a new document name, select a folder where it will be saved, and click Make a copy. When you or others want to use the template, open the file and make a copy of it by selecting File > Make a copy from the menu bar at the top of the page. If you’re using a personal Google account (or your organization hasn’t enabled custom Drive templates), you’ll need to share your finished template doc with others in your organization or place it in a shared drive that your co-workers can access. See the Google support doc “ Turn custom Drive templates on or off for users” for details. (If you don’t have permission to submit templates, you won’t have access to the “Submit template” option.) On the panel that appears, select your template document, designate a category, and click Submit.ĭepending on how your organization’s template gallery is set up, your template might have to be approved by an administrator before it appears in the gallery.

On the Google Docs home screen, click Template gallery > Submit template. Under an organizational Workspace account, you can add your finished template to the gallery - if your company has enabled custom Google Drive templates and you’ve been granted permission to add templates to the gallery. Use the word “Template” when you name a template doc.īuild out the document with placeholder text and other elements such as your company logo, headers or footers, dropdowns, and so on, as described later in this story. If you instead have a personal Google account, you can still create a document to act as a template, but you and your colleagues will have to remember to make a copy of it each time to prevent changes to the original.Įither way, get started by creating a new blank document and giving it a descriptive name that includes the word “Template.” IDG From there, your co-workers will be able to select the template and create documents based on it - without affecting the template itself. If your organization has a paid Google Workspace subscription, you can create a template and add it to the company’s template gallery. You’ll want to preserve the template itself in its original form so there’s always a pristine version for users to work from. Templates are designed to be used over and over, with users adding or changing the text each time.

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