If a template has been shared with you by another administrator, you will see it when you go to Create and select Shared Templates > name of template:

Admin view of selecting a shared template

To make this shared template into a sitewide template:

  • Start creating the competition from the shared template. 
  • Page through the configuration steps. You can skip the required fields on the Details page, but you will have to choose a radio button on the Progress Reports page of a Form Designer competition.
  • On the Finalize page, save your template. It is a good idea to give it a slightly different name than the one that was shared with you, to differentiate between the two. Click Finish to save the template.
  • Then you can then save the draft by clicking Finish again , although it will already be saved even if you don’t click Finish.

Admin view of Finalize page, saving a new template

Going forward, the template you just saved will then appear in:

  • Admin > Configure Platform
  • Create > My Templates (because you saved it)
  • Create > Sitewide Templates (because you are an admin on the site and you created it)

Note: The new template you saved will NOT appear in Shared Templates. That is where the original template shared with you is listed.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.