Create custom templates

On Xtensio team workspaces, the owner, admin and team members can save custom templates to simplify the process of creating consistently branded reports, agendas, sales sheets and more. You can save personal templates or create shared team templates for everyone to use internally.

  • Save any folio as a template. Customize one of Xtensio’s pre-made templates or create something from scratch. Click the 3-dot folio menu, both on your dashboard or in edit view. Then click ‘Save as Template’
  • Create a personal template or create a shared team template. Templates saved to ‘My Templates’ will only be seen by the owner of these templates. Templates saved to ‘Team Templates’ will be accessible by all team members on the shared workspace.
  • View and edit ‘My Templates.’ Click the ‘Templates’ tab at the top left of your dashboard view and select ‘My Templates’ to see your saved personal templates.
  • Use ‘Team Templates’ by clicking the link at the top of the templates page. Click to save any shared team template as a new folio. Note: Only the team owner and the template owner will be able to edit the template itself.

Team Template Dashboard

For both personal and team templates, you can then use them internally or publish them to share with your network.

  • By default, both “My Templates” and “Team Templates” are set to public. This means that anyone on the web can view and use your custom templates. You can control link privacy settings on Xtensio’s premium plans.
  • When template links are private, only you and/or your internal team members will be able to to use it.
  • Turn link sharing on to publish and share. Copy the template URL, email it to colleagues or clients directly, or embed it into your website to share with potential customers. Your viewers can make a copy of your folios and start editing.
  • You can even add password protection. That way only people who have the password can access and use the template. Learn more.
Team-Link-Share

Once you’ve turned link sharing on for your templates, the app will start collecting engagement data on your shared template link.

  • See basic analytics for your custom templates. Click the 3-dot template menu under ‘My Templates’.
  • Select ‘Template stats’. View how many times it’s been used, viewed, how many edits have been made, and more. Learn more about folio stats.

Template Stats

Learn more about managing account settings here.

You can also check out these other help articles to learn about working with folios:

Or check out these articles to learn more about getting started in Xtensio:

Did this article answer your question?

FAQs

No. Credits can be purchased as a one-time purchase. Your account will remain on the free plan and your credits will never expire from your account.

Find Xtensio’s terms of service and our privacy policy on our website.
We offer bulk licensing discounts for qualifying non-profits and NGOs.

We offer 50% off the Business plan for non-profits and NGOs. Fill out our nonprofit application to get started.

On all Xtensio plans, you can invite as many people as you’d like to collaborate on any of your folios. You can learn more about collaboration here and team user roles here.

We do! We offer licensing options for classrooms, departments, and institutions. See our Education page for more info and fill out our EDU application.

Revision history backs up your work as you’re editing and allows you to revert to old versions of your folios.
Xtensio automatically saves your work as you complete a folio. You can view or revert to previously saved versions of your folio. Learn more.

We do not currently have trials. Schedule a demo to learn more.

Xtensio for Business is live! You can schedule a 30-minute demo with us to learn more about how the plan can benefit your team.

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

No. You can try all of our free templates with any of your plans. The limitations are only on your active folios.
Xtensio branding appears on all shared versions of your folios on the Free plan.

For Free accounts, Xtensio’s logo appears on exports, as well as publicly shared links to your work (footer, canvases, preview mode, presentation mode…) On Paid accounts, the Xtensio logo is removed from your folios.

A folio is an active project on your dashboard. When you save a template, this becomes an active folio.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on and share. Here’s more on Making a Folio.

Yes, the free plan is really free. You will never be asked to provide credit card information for Xtensio’s free account.
If you’d like to stay on the free plan and create more than two folios, you can always delete/archive a folio to make room for a new one.