29 Jul 2019

Create an iSheet template

Product Filter HighQ Collaborate
Product Area Filter Sites and templates, iSheets

An iSheet can be saved as a template by a System Administrator by navigating to the iSheet configuration page for that iSheet (Site Admin > iSheets, then select the iSheet name) and clicking the Save as template button at the top of the page:

This brings up the Save as template form which allows you to make edits to the iSheet configuration prior to saving it as a template:

You must give the template a name, unique from any existing iSheet templates.  After giving the template a name and making configuration changes, if needed, click Save.

Key considerations about iSheet templates:

  • Any changes made to an iSheet after it is saved as a template will have no effect on the template.
  • iSheet templates are available to all Site Administrators in your instance to deploy as needed to new sites.

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