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Deploying org-wide artifacts in Decisions 

How to deploy org-wide custom designed templates within the Decisions Admin Portal and SharePoint folders

Set up org-wide custom template storage location

1. Navigate to the Global template tab in the Decisions Admin Portal
Decisions Admin portal > Org settings > Global Template > Settings


2. Select an existing public team, or if you do not have any public teams, you will have to create a new Public M365 group to support this feature. You can learn how to create an M365 Group

Note: The group needs to be Public. Depending on your organization's M365 policies, you may need to ask your M365 IT Admin for help to create this group.

Important: Only Group Owners are able to save org-wide templates in Decisions. All Group Members can use the saved templates. 

3. Search for the group "Decisions org-wide artifacts" or whichever naming convention was used for the new group within the search bar titled "Select group."

4. Click on the Group Name - "Decisions org-wide Templates" or whichever naming convention was used for the new group.

Screenshot 2025-05-29 at 7.58.56 AM
5. To deploy the team as a org-wide template, click "Use for org-wide template."

Screenshot 2025-05-29 at 8.05.31 AM
6. Once selected, you will see the group under the "Existing org-wide team" section of the global template settings tab within the Decisions Admin Portal.

(Note: If you ever need to change the team, you can simple search here again for another team (where you are a Group Admin) to select a new team for org-wide templates.)Screenshot 2025-05-29 at 7.58.56 AM

Create org-wide document templates

Click on the Org-wide Templates tab to upload the Template.

Screenshot 2025-05-29 at 8.02.39 AM

Upload your Template under the Templates folder (Documents > Config > Templates in the SharePoint page that loads upon click).


Once completed, you can test it in any of your meetings.

 

Create org-wide agenda templates