Room templates help you set up projects faster and stay consistent by reusing preconfigured structures.
Public templates
Speed up your work with ready-made, industry-specific designs. Each one is fully customizable.
- Open
Engage Rooms.
- Click Templates.
- Select By Tresorit.
- Browse the gallery and choose a template.
- Press Use template.
- A new room is created from the template.
- Refine the content as needed.
Custom templates
Design your own templates to match your workflow. All your custom templates appear under My Templates.
- Open
- Click Templates.
- Click
New template.
-
The new template opens ready to edit.
ℹ️ Changes are saved automatically.
Create a room from a custom template
Creating a template doesn't automatically generate a room. To use one:
- Hover over the template.
- Click Use template.
Manage templates
You can edit your templates at any time, but templates and rooms are independent. Changes to a template won't update existing rooms, and changes made in a room don't sync back to the template unless you save it as a new one.
- Edit
- Duplicate
- Delete
- Go to My Templates.
- Open the template you want to edit.
- Here you can:
- Rename it and write a description (up to 140 characters)
- Set brand color, logo, and cover image
- Personalize the dashboard
- Create tasks (initial limitations apply)
- Upload files and folders
- Add notes
ℹ️ A blue frame appears when editing a template to distinguish it from a room.
- Go to My Templates.
- Click the three dots
on the one you want to duplicate.
- Select Duplicate.
ℹ️ Edits made after duplication won't sync between the versions.
- Go to My Templates.
- Click the three dots
- Select Delete.
ℹ️ Existing rooms (or duplicates) remain intact.
Share templates
Share custom templates so others can refine them and create new rooms.
- Only the owner can manage access and delete the template.
- Templates can only be shared with users who have an Engage license.
- All pending and accepted invitations appear under Shared with me.
- Open the template.
- Click Share template.
- Enter the invitee's email address.
- Define the permission level:
- Manager – can share, edit, and use the template
- Viewer – can only use the template
- Press Send invitation.
The recipient can accept the invitation from the email notification or directly in Tresorit Engage.
ℹ️ To decline an invitation, click the icon next to it.
Create a template from a room
Any room can be saved as a reusable template.
- Open
- Click the three dots
- Select Save as a Template.
ℹ️ If the process is interrupted and the template is incomplete, delete it and try again. The original room remains unaffected.