A Checklist, Document, or File Template is owned by either a single account or your whole organization. Org-owned Templates live in the Corporate Portal and stay the same everywhere they're used. This article covers how to create one in the Corporate Portal, how to move a company-built Template up to it, and what changes once it's org-owned.

This feature is available on select plans and is only available on the web app.

Creating a Template in the Corporate Portal

Note: Only Org Admins can create Templates in the Corporate Portal.

Org Admins can build Document Templates and add File Templates right in the Corporate Portal.

Creating a Document Template

Open the Corporate Portal, click Templates in the left navigation, then click the Documents Tab.
Click + Create Template in the upper-right corner.
Click Got it on the Available to all accounts notice. It says this Template and any changes you make to it will be available to all accounts in your organization.
Build your Document Template in the editor.

Adding a File Template

Open the Corporate Portal, click Templates in the left navigation, then click the Files Tab.
Click + Add Files in the upper-right corner.
Drag a file into the Upload Files window, or click the Upload Files window to choose one.

The window says the file will be shared with everyone in your organization. A File Template can be up to 100 MB. To get a file signed, upload a .pdf or .docx that's under 40 MB and under 500 pages.

Moving a company Template to the Corporate Portal

Note: Only Org Admins can move a Template to the Corporate Portal.

Log in to the company account, click Resources in the left navigation, then click Templates.
Click the Checklists Tab, the Files Tab, or the Documents Tab and find the Template you want to make accessible to all of your locations.
Select the 3 Dot Icon to the right of the Template.
Click Move to Corporate Portal.

What changes once a Template is org-owned

Moving a Template locks it down at the company level, so there's one source of truth.

It's read-only in the company editor. Users in the account can open the Template and see it, but they can't change or delete it. Edits happen in the Corporate Portal.
It can only be deleted from the Corporate Portal. Nobody can delete an org-owned Template from inside an account, so it can't disappear by accident.
Only Org Admins can duplicate it. Everyone else loses the Duplicate option on an org-owned Checklist Template, which keeps copies from drifting across accounts. The Corporate Portal doesn't offer Duplicate for Document or File Templates.
It carries a badge or a lock icon. An org-owned Checklist Template shows a badge, and an org-owned Document or File Template shows a lock icon, beside its name in the company Templates list, so anyone looking at the list can tell who owns it.
It's shared with every account. An org-owned Template is one Template shared with every account in your organization. A change you make shows up in all of them, and you can't pick which accounts get it.

Note: These rules only apply to org-owned Templates. Templates built inside an account stay fully editable by that account's Admins and Managers.

Editing an org-owned Template

Open the Corporate Portal > click Templates in the left navigation, > click the Checklists Tab or Documents Tab > click the Template's title to reopen the editor. Changes save automatically and apply everywhere the Template is used.

FAQs

Can a Manager edit an org-owned Template?

Managers can't edit an org-owned Template. They can open it and see it in the company editor, but it's read-only. Only Org Admins can change it, and only from the Corporate Portal.

Can company Admins and Managers duplicate an org-owned Template?

Company-level Admins and Managers can't duplicate an org-owned Template. Only Org Admins can duplicate an org-owned Checklist Template, from the Corporate Portal.

What happens to Checklists or Documents already in progress?

Checklists and Documents already assigned to a Project keep the content they were created with. Moving the Template only changes where the Template is managed going forward, not work that's already underway.

Can I move an org-owned Template to a single account?

Org-owned Templates can only move in one direction today, from company to org.

Can I send a Template to only some accounts?

You can't choose which accounts get an org-owned Template today. Every org-owned Template goes to every account in your organization, and a change you make shows up in all of them.

How do I delete an org-owned Template?

You can delete an org-owned Template only from the Corporate Portal. Open the Corporate Portal, click Templates in the left navigation, click the Documents Tab or Files Tab, click the 3 Dot Icon on the Template's row, then click Delete. Delete is the only option in that menu.

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Managing Org-Owned Templates