Set up global custom template storage location
1. Navigate to the "Global template" tab in the Decisions Admin PortalDecisions 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 organization-wide templates in Decisions; all Group Members can use the saved templates.
Tip: Creating a new Team in Microsoft Teams will also automatically create a new M365 Group.
3. Search for the group "Decisions Global Templates" or whichever naming convention was used for the new group within the search bar titled "Select group."
4. Click on the Group Name - "Decisions Global Templates" or whichever naming convention was used for the new group.
5. To deploy the team as a Global template, click "Use for Global template."
6. Once selected, you will see the group under the "Existing global 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 global templates.)
7. Click on the Global Templates tab to upload the Template.
8. Upload your Template under the Templates folder (Documents > Config > Templates in the SharePoint page that loads upon click). 
9. Once completed, you can test it in any of your meetings.
If you have any issues, please submit a ticket, and a customer success team member will contact you to help.
How to save an agenda as a global template
1. Access an existing, published agenda in Decisions for Teams or Decisions for Web. Click on the 3-line main menu in the upper right corner and click "Save agenda as a template."
2. Name your template and add some information to the description box for background info, and select the "Org-wide templates (Everyone)" radio button.
How to import a previously saved agenda from global templates
1. Click on the "Select Template" option when starting the Agenda (options may vary in location if you start the agenda from Outlook). 
2. Select from any of the available templates. "Org-wide templates" and your personal templates will show for every meeting. Team-specific templates will only show for meetings stored to that specific team. 
3. Select the template you want and pick 'Apply'
