Organization Templates let licensed users reuse a shared template in the same NetSuite environment. The user who shares the template remains its owner.
Why use Organization Templates?
Organization Templates help teams:
Standardize templates by record type
Avoid rebuilding templates from scratch
Ensure consistent data structure and mappings
Once shared, templates appear under the Organization Templates section for all users in your organization.
Where are the templates stored?
All saved templates are stored in Menu → Templates → NetSuite Templates
When saving a template, you can choose to:
Save it as a personal template, or
Save it as a shared organization template
If Share within the organization is enabled:
The template becomes visible to all licensed users
It appears under Organization Templates
The original creator becomes the template owner
Share a Newly Created Template
Build the template.
Select Share within the organization.
Click Save and Enter Data.
The template appears under Organization Templates for other licensed users in that environment.
Share an Existing Template with the Organization
To share a template that already exists:
Go to Menu → Templates → NetSuite Templates.
Hover over the template and select ⋯ → Edit → Edit Template.
Click Add Fields or Cancel to review the current structure, then click Continue.
Ensure the active worksheet is blank.
Loading the template will clear existing data when you click Yes.
Confirm the worksheet is blank. Loading the template clears the active worksheet.
Select Share within the organization and save.
Update or copy a shared template
Go to Menu → Templates → NetSuite Templates.
Hover over the template and select ⋯ → Edit → Edit Template.
Click Add Fields or Cancel to review the current structure, then click Continue.
Ensure the active worksheet is blank.
Loading the template will clear existing data when you click Yes.
Confirm the worksheet is blank. Loading the template clears the active worksheet.
Select Save As New Template.
Ownership Rules
Only the template owner can directly edit and overwrite a shared template.
Other users must create a copy before making changes.
Shared templates display the owner’s name.
Important notes
Templates are saved per NetSuite environment. A Sandbox template must be recreated or reloaded in Production.
A template loaded from a workbook can be used, but it won’t appear in the Template Repository unless you save it there.
Shared templates display the owner’s name.
➡️ See Managing Templates for more information.
FAQs
🔵 Who can edit a shared organization template?
Only the template owner can directly edit and override the existing template.
If a Team member were to share the updated version, TURN ON the Share within the Organization button.
🔵 Do team members need to copy a shared template before editing?
Yes.
Team members must enable Save As New Template to create a copy before making changes.Owners can choose to make a copy if they want to retain the original and build a variation.
Team members can not edit the shared template.
🔵 Can I use a template shared by another user?
Yes. Shared templates can be used by all licensed users and are fully recognized by ExtendInsights.
🔵 Will the calculations and formulas still work using our existing workbooks?
Yes. Existing workbooks, formulas, and processes will continue to work without changes.
🔵 Do templates work across NetSuite environments?
Templates are saved per NetSuite environment.
Templates created in Sandbox must be recreated or reloaded in Production.
Templates loaded from a workbook will still be recognized by ExtendInsights, but:
They will not automatically appear in the template list unless saved again.
To learn more about managing templates, visit this article!
Need Help?
If you have questions about sharing or managing templates:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the template name and NetSuite environment when contacting Support.