You can adjust the following settings on a template level:

In the guide below, we'll discuss each of these settings and their importance, so you can customize them to your liking.

Step 1: On the left-hand nav bar, click on Templates (found under Library).

Step 2: Click on the desired template and then Settings on the top right (to the right of Edit template).

Step 3: Adjust settings and click Update Template.

The template name is used internally only, to help guide your team when they create a workspace. This points them in the right direction for what the template is to be used for (i.e. Sales Deal Room; Onboarding Portal).

This title is reflected externally and is essentially the name of the workspace. We recommend adding in the dynamic variable {{account.name}} somewhere to automate the title. Once a workspace is created from a template, the title is then also automatically personalized to the client.

We highly recommend selecting a type (or multiple) for a space. This is helpful because you can customize your filtered views and look at Dock reporting based on these workspace types (and start tracking things like active implementations and implementation length).

Add custom code, such as a chat widget. Learn more here!

Here you can turn on and off specific features. This is a global setting for any workspaces created from the template. By un-checking these boxes, ALL workspaces created from the template will also respect these settings.

To archive the template, click on the red Archive button.