Available to: Group Account Admins, Group Account Owners
If you’re the administrator of a Group Plan account and would like your users to have easy access to custom templates when creating new projects, this article will show you how. Members of your Group will later be to access those templates using the template picker.
Keep in mind that as custom templates are a Premium Plan feature, you will need to contact us to get them. After discussing your needs, we will add the templates to your account. You can then make them available to users in your group.
Step 1 - Prepare projects you want to make into templates
- Sign in to your Admin Account.
- Make sure the project you want to make into a template is on Explain Drive – if not, be sure to make a copy of it there.
- In Project Permissions, set the project availability settings to Organization.
- Copy link or CODE to the project you'd like to make into a template.
Tip The smaller your template project is, the easier it will be for users to open and work on! You can check the size of any project by going to the Explain Everything Drive home screen, selecting the three dots next to a project and scrolling down to the details. The file size is listed there.
Tip If you would like to set a background, use the Inspector Tool to select an image and then tap Set as background. This will keep the background in place when users pan around using the Zoom Tool.
Step 2 - Request template creation
To request templates, notify a support agent by sending us an email at firstname.lastname@example.org. In the email, please provide your user details and links to the projects you uploaded to Explain Drive in the first step that you would like to use as templates. If you want to arrange those projects in a specific order, make sure to mention that, too. Our Support team will configure this feature and make your project templates available to your Group.