Create custom templates

Cacoo provides a template library that helps you easily find the template you need to start your diagram. Besides the default template options provided by Cacoo, you can create your custom templates and save them for reuse in the future. 

How to save your diagram as a custom template

By default, your Cacoo diagram will be saved as a “Diagram” type. To create a custom template and save it for later use, you will need to set the diagram type to “Template”.

  1. Start a new diagram and create your diagram template.
  2. To save your diagram as a custom template, go to the top navigation area, select the drop-down arrow beside the diagram name > Set diagram type > Template.

  3. The Publish Template button will display on the top navigation area; select it.

  4. After you have published the template, the custom template will be reflected on the template library under the [Your organization name] Templates section.

Useful tip!

  • The diagram will be named after the custom template you selected.
  • You can easily identify template diagrams on the dashboard. The template icon will be shown on the diagram thumbnail. Diagrams made from blank sheets will not have the template icon displayed.

Apply changes to the custom template

If you have made some changes or updates to an existing custom template, after the updates, please select the Publish Template button on the top navigation area to apply the changes. 

The Cacoo auto-save function will only save the changes in the custom template diagram but will not publish the changes in the Custom Template library, hence the need to select the Publish Template button. 

Remove custom templates from the template library

You can remove the custom templates from the template library in the following ways.

  1. Archive the diagram
    You can archive the custom template’s diagram and the custom template will be removed from the template library.

  2. Change the diagram type
    You can change the custom template diagram from “Template” to “Diagram” type. This will remove the custom template from the template library.
    To change the diagram type, select the drop-down arrow beside the diagram name > Set diagram type > Diagram. The changes will be saved automatically.
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