Save a Confluence diagram as a template

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To save a Confluence diagram as a template, open the Capable Diagrams catalogue, find the diagram under Diagrams on pages, open it and select Save as template. A copy opens as a new template; adjust it and select Save. The original diagram on the page is not changed, and your team can start from the template from then on.

#Before you start

  • You can create content in the space where the template will live.

  • Tidy the diagram first, or plan to tidy the copy. Whatever is in the template is what everyone starts from.

#Steps

  1. Open the Capable Diagrams catalogue for the space.

  2. Under Diagrams on pages, open the diagram you want to reuse.

  3. Select Save as template. In a narrow window it shows as an icon only.

  4. A copy opens as a new template. Change its title and content as you like.

  5. Select Save.

#What happens next

  • The template is listed under Space templates, and offered in the byline search and the insert picker in that space once it has been indexed, usually within a few minutes.

  • Diagrams made from it are copies. Changing the template later does not change them.

#If it does not work

  • No Save as template button: it only appears on diagrams that live on pages, opened from the catalogue, not on templates or in the full-screen view on a page.

  • The new template does not show in search straight away. See Template indexing delay.

Draw it well once, and let everyone start there.