ExtendInsights Data Management supports Organization templates. Templates saved as organization templates are automatically available to all licensed users in your org.
How shared organization templates work
When you are saving a template, you will see an option to save the template as a shared organization template. Once selected, this template will now be visible to all licensed users in your organization under the Organization Templates section.
Newly Created Template
After building the template, ENABLE the following:
Save as a Template
Share within the Organization
Share Existing Templates to Organization
Step 1: Hit Menu > Templates.
Step 2: Hover on the name then click the 3 dots.
Step 3: Hit Edit> Edit Template.
Step 4: Add fields or Cancel to see the current structure of the template then click Continue.
Step 5: Enable the Share within the organization button.
FAQ
🔵 Can we use the template shared or received from another user?
Yes, you can. It will be recognized by the ExtendInsights app.
🔵 Will the calculations and formulas still work using our existing workbooks?
Yes! No need to change the current process that you have. The workbooks that you are using right now will work as is.