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. They are also displayed in SecureCloud as main folders (grouped under Engage template document folders).
- 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.