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Team Templates

Creating and managing team templates in Xara Cloud

Matt Bolton avatar
Written by Matt Bolton
Updated over a week ago

Similar to the templates from Xara that you can open in the file picker (home), you can also create and save your own templates for you and your team to use. These templates can be created from any document you have.

  1. Open a Xara provided template that comes in the product, customize it and then save as a template.

  2. Import an existing template from PowerPoint, Word, or even another .xar (Xara) file previously created.

Note: Creating team templates is available to team admins, members can open team templates.

If you'd like help setting up your Team Templates, our Customer Success team will be happy to help: Book a Free Setup Session

Creating a Team Template

1) Open the document you want to create a template from, either a Xara designed template that you want to customize or an imported file:

2) Make any changes you wish. For example, adding a logo, SmartFields with your team's details and so on.

3) Once you are happy, go to File > Save as Template.

And that's it! To access your template in the file picker, click on your Team's Templates folder (in this example the team is called Xara):

Editing your templates

To edit your template open it, make your changes and - as described above - go to File > Save as template, and overwrite your previous template.

Deleting your templates

Hover over the template and click the little delete button on the top right.

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