Using Templates in Google Drive
This article explains how to create and use templates in Google Drive.
Instructions for using a template
Go to docs.google.com/
Click on the three horizontal lines on the top-left corner (see picture) and select the type of template you want to submit. In this example we switch from “docs” to “forms”
Click on the “Template gallery” section. See pic
Select the template you would like to use
You will be brought to a new file which is a copy of that template, for you to edit freely. The file is located in your personal “My Drive”
Wanna help us giving more meaningful names? We’re all ears! Go to http://aegee.org/helpdesk and go to the section “feedback”
Instructions for adding a template
Make sure the file is located in the “Templates working drive” shared drive
Go to https://docs.google.com/
Click on the three horizontal lines on the top-left corner (see picture) and select the type of template you want to submit. In this example we switch from “docs” to “forms”
Click on the “Template gallery” section. See pic
Hit the “submit template” button, and go select the file from the “Templates working drive” shared drive
The files MUST be in Google Docs format (not Word or Excel)
Do NOT check the option “Submit a copy instead”
That’s it! Your template has been submitted
The template submission is moderated, in case people submit inappropriate items. After that it will be visible in the template gallery.
Instructions for modifying a template
Templates have a source file which it copies every time it is used, for example for a Data Privacy Commission form, it is most likely stored in the DPC Drive.
If this source document is then subsequently edited, the template will automatically change along with it. Keep this in mind with template files in Shared Drives.