1. Help Center
  2. Admin
  3. Settings and Customizations

How to deploy templates globally to all teams/groups?

If you have custom agenda, minutes, meeting book, or agenda-print templates, they can be deployed globally to all teams/groups

 

Note: The group needs to be Public. Depending on your organizations O365 policies, you might need to ask your IT Admin for help to create this group. 

  • Call it “Decisions Global Templates” (or something similar)
  • Go to https://app.boarddecisions.com/web/#/config
  • Search for the group “Decisions Global Templates
  • Click on the Group Name - "Decisions Global Templates"
  • Click on "Click Here to open config folder"
  • The Sharepoint folder will now open
    • Copy the templates you want to be globally available into this folder

  • The Decisions Customer Success team will enable the use of global templates, and will let you know once the global template has been activated and ready to use.