Organisation Templates

Share templates across all teams in your organisation so any team can create documents from them.

Overview

Organisation templates are templates shared across all teams within the same organisation. Any team in the organisation can browse and use them to create documents, but only the owning team can edit or delete them.

This is useful when you have standardised documents that multiple teams need to use, such as company-wide NDAs, onboarding agreements, or compliance forms.

Requirements

The Organisation template type is available when your organisation has two or more teams. If your organisation has only one team, the option does not appear.

Template Types

Type	Who can see it	Who can edit it	Who can use it
Private	Members of the owning team	Owning team	Owning team
Organisation	All teams in the org	Owning team only	All teams in the org
Public	Anyone with the link	Owning team	Anyone via direct link

Set a Template as Organisation

Open template settings

Navigate to Templates, open the template you want to share, and click Edit Template to open the editor. Then open the settings dialog.

Change the template type

In the Template type dropdown, select Organisation. This option only appears if your organisation has at least two teams.

Save

Click Save to apply the change. The template is now visible to all teams in your organisation.

You can also set the template type to Organisation when creating a new template. The type dropdown appears in the template settings step.

Browse Organisation Templates

Open the templates page

Navigate to Templates in the sidebar.

Switch to the Organisation tab

Click the Organisation tab above the template list. This tab only appears for non-personal organisations.

The Organisation tab shows all organisation templates from every team in your organisation, including your own.

Templates from other teams display the owning team's name next to the template type.

Use an Organisation Template

Any team member in the organisation can create documents from an organisation template, even if the template belongs to a different team.

Find the template in the Organisation tab or click through from the template detail page.

Click Use Template and fill in the recipient details. The document is created under your team, not the template's owning team.

See Use Templates for details on creating documents from templates.

Editing and Permissions

Only members of the team that owns the template can edit or delete it. When viewing an organisation template from another team:

The Edit Template, Direct Link, and Bulk Send controls are hidden
The recipients section is read-only
The Use Template button is available

To modify a template owned by another team, contact that team's members or ask an organisation admin to make changes.

Visibility

Organisation templates respect the same visibility settings as other templates. A template's visibility determines which team roles can access it:

Visibility	Who can access
Everyone	All team members (Admin, Manager, Member)
Manager and above	Admins and Managers only
Admin	Admins only

This applies to both the owning team and other teams in the organisation. A Member-role user on any team cannot see an organisation template set to Admin visibility.

Reverting to Private

To stop sharing a template across the organisation, change the template type back to Private in the template settings. The template will only be visible to the owning team. Documents already created from the template are not affected.