How to create custom templates in Cacoo

In addition to the hundreds of templates in our library, Cacoo allows you to create and save your own custom templates.

In this guide, we’ll show you how to:

• Create a custom template
• Update a custom template
• Remove a custom template from the library

Create a custom template

To save a diagram as a custom template: 

• Open the diagram.
• Click on the arrow next to the diagram name in the top navigation.
• Select “Set diagram type.”
• Select “Template.”

• Select the “Publish” button on the right side of the top navigation.

• The custom template will appear in the template library under “Custom templates.”

• In the dashboard, custom template diagrams are labeled as “Template” except for diagrams with blank sheets.

Update a custom template

Changes to a custom template can be saved by selecting the “Publish” button on the right side of the top navigation. Cacoo’s autosave function only applies to the diagram and doesn’t publish changes to the template library.

Remove a custom template from the library

There are two ways to remove custom templates from the template library:

1. Archive the diagram.
2. Change the diagram type to “Diagram” via the dropdown menu in the top navigation.