Simply Templates - Main Features

Create, create, create templates!

The main feature of Simply Templates is to give you the power of easy template creation.

Do you think that creating templates is a weary job? -- Not anymore.

Do you have a fantastic page you want to reuse? -- Just one click.

How to create a Space Template?

View an existing page that you want to use as the basis for the new template.

Select "Save as Template" from the page menu (see the screenshot below).

Name your new template-to-be, enter a description (not required) and select the space in which you want to save the space template.

If you cannot see the space in the list of spaces, you are missing permissions. Check out the Permissions section.

If you also have the permissions to create Global templates, select "Space template" in the "Category" field. For information about permissions, check out the Permission section.

Confirm the creation of the template by clicking on the "Save" button.

A message confirming that the new template has been created will appear in the top right corner of the screen.

Your template is now available in the Space of your choice and you can view or edit it in the Space administration section.

For a quick access to your new template you can use the "View" and "Edit" links within the confirmation message.

How to create a Global Template?

View an existing page that you want to use as the basis for the new template.

Select "Save as Template" from the page menu (see the screenshot below).

Name your new template-to-be, enter a description (not required) and select Global template.

If you cannot see this option, you are missing permissions. Check out the Permissions section.

Confirm the creation of the template by clicking on the "Save" button.

A message confirming that the new template has been created will appear in the top right corner of the screen.

Your template is now available in the Confluence administration where you can review or edit it.

For a quick access to your new template you can use the "View" and "Edit" links within the confirmation message.

Permissions

Use Simply Templates

In order to be able to use Simply Templates and see the option "Save as Template" in the page menu, you need to have at least one of the following permissions:

permission to create global templates,
permission to administer at least one space in your instance of Confluence.

If you don't have neither of these two permissions, the option "Save as Template" will not appear in the page menu.

Permission to create a Global template

In order to be able to create a global template with Simply Templates, you need to have the native Confluence permission to create a Global template.

In case you can't create Global templates but you are an administrator of at least one space, you will be able to use Simply Templates for creating Space templates. In such a case the selection between Global template and Space template is not present in the Save as Template dialog and a list of spaces in which you can save your template is provided.

Permission to create a Space template

In order to be able to create a space template with Simply Templates, you need to be a Space Administrator of at least one space in Confluence. Otherwise you are not allowed to save a new template in any space. The list of spaces of which you are an administrator will appear in the "Space" selection box.

Using "Edit after save" feature

By selecting the "Edit after save" option, you will be automatically redirected to the newly created template in Edit mode. You can thus immediately make quick modifications to the new template and save it in the requested form.