---
title: Creating a Custom Template for Your Team
description: Build a custom template so your whole team works from the same symbols, styles, and branding.
---

[Skip to content](https://support.smartdraw.com/creating-a-custom-template-for-your-team#main-content)

English - United States

Show submenu for translations

[Submit a Request](https://support.smartdraw.com/kb-tickets/new?hsLang=en-us)

![](https://support.smartdraw.com/hubfs/smartdraw-logo-2022.svg)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- [Submit a Request](https://support.smartdraw.com/kb-tickets/new)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [SmartDraw Knowledge Base](https://support.smartdraw.com/?hsLang=en-us)
2. [Templates & Documents](https://support.smartdraw.com/templates-documents?hsLang=en-us)
3. [Templates](https://support.smartdraw.com/templates-documents?hsLang=en-us#templates)

# Creating a Custom Template for Your Team

A custom template allows you to create a common standard you can share with multiple users and ensure that your entire team uses the same symbols and branding as they collaborate on complex projects. SmartDraw makes it easy to create a custom template and share it with your team.

You can save any diagram you created to be used as a template for your team.  Go to the **File** tab and click on **Save As**.  In the dialog that pops up, select **SmartDraw Template** from the document type drop-down under **Save as Type**.

Give your file a name and choose a location to save it to. Save it to a[shared folder](https://support.smartdraw.com/create-shared-folders?hsLang=en-us) to share it with your team.

Your diagram will be saved as a template along with any docked libraries.

 

![](https://support.smartdraw.com/hubfs/Knowledge%20Base%20Import/44387246225684-3.png)

 

You can find your custom template on the **Dashboard** under **Documents** by looking for the template icon. Custom templates are denoted with a special template icon in the upper right corner so you can tell them apart from other saved documents. Opening a custom template will work like other templates in SmartDraw, you'll never overwrite the original, but instead work from a copy.

![](https://support.smartdraw.com/hubfs/Knowledge%20Base%20Import/44387246226324-3.png)

- [The Basics](https://support.smartdraw.com/the-basics?hsLang=en-us#main-content)

    - [Getting Started](https://support.smartdraw.com/the-basics?hsLang=en-us#getting-started)
    - [Selection](https://support.smartdraw.com/the-basics?hsLang=en-us#selection)
    - [Moving & Sizing](https://support.smartdraw.com/the-basics?hsLang=en-us#moving-sizing)
    - [Text Entry](https://support.smartdraw.com/the-basics?hsLang=en-us#text-entry)
    - [File Saving](https://support.smartdraw.com/the-basics?hsLang=en-us#file-saving)
- [How to Draw Anything](https://support.smartdraw.com/how-to-draw-anything?hsLang=en-us#main-content)

    - [Getting Started](https://support.smartdraw.com/how-to-draw-anything?hsLang=en-us#getting-started)
    - [Popular Diagrams](https://support.smartdraw.com/how-to-draw-anything?hsLang=en-us#popular-diagrams)
    - [Other Diagrams](https://support.smartdraw.com/how-to-draw-anything?hsLang=en-us#other-diagrams)
- [FAQ](https://support.smartdraw.com/faq?hsLang=en-us#main-content)

    - [Ordering Questions](https://support.smartdraw.com/faq?hsLang=en-us#ordering-questions)
    - [Trials](https://support.smartdraw.com/faq?hsLang=en-us#trials)
    - [Subscriptions](https://support.smartdraw.com/faq?hsLang=en-us#subscriptions)
    - [Printing](https://support.smartdraw.com/faq?hsLang=en-us#printing)
- [My Account](https://support.smartdraw.com/my-account?hsLang=en-us#main-content)

    - [All Users](https://support.smartdraw.com/my-account?hsLang=en-us#all-users)
    - [Multi-Seat and Enterprise](https://support.smartdraw.com/my-account?hsLang=en-us#multi-seat-and-enterprise)
    - [Enterprise](https://support.smartdraw.com/my-account?hsLang=en-us#enterprise)
- [Templates & Documents](https://support.smartdraw.com/templates-documents?hsLang=en-us#main-content)

    - [Templates](https://support.smartdraw.com/templates-documents?hsLang=en-us#templates)
    - [My Documents](https://support.smartdraw.com/templates-documents?hsLang=en-us#my-documents)
    - [File Storage](https://support.smartdraw.com/templates-documents?hsLang=en-us#file-storage)
- [Videos](https://support.smartdraw.com/videos?hsLang=en-us#main-content)

    - [Diagramming Basics and Tips](https://support.smartdraw.com/videos?hsLang=en-us#diagramming-basics-and-tips)
    - [How to Draw Every Type of Diagram](https://support.smartdraw.com/videos?hsLang=en-us#how-to-draw-every-type-of-diagram)
    - [Advanced Diagramming with Data](https://support.smartdraw.com/videos?hsLang=en-us#advanced-diagramming-with-data)
    - [Sharing and Integrations](https://support.smartdraw.com/videos?hsLang=en-us#sharing-and-integrations)
    - [Managing Your License, Users, and Account](https://support.smartdraw.com/videos?hsLang=en-us#managing-your-license-users-and-account)
- [SmartDraw AI](https://support.smartdraw.com/smartdraw-ai?hsLang=en-us#main-content)

    - [AI Diagramming](https://support.smartdraw.com/smartdraw-ai?hsLang=en-us#ai-diagramming)
    - [MCP Server](https://support.smartdraw.com/smartdraw-ai?hsLang=en-us#mcp-server)
    - [Managing AI Access](https://support.smartdraw.com/smartdraw-ai?hsLang=en-us#managing-ai-access)
- [Collaboration](https://support.smartdraw.com/collaboration?hsLang=en-us#main-content)

    - [Collaboration](https://support.smartdraw.com/collaboration?hsLang=en-us#collaboration)
    - [Export](https://support.smartdraw.com/collaboration?hsLang=en-us#export)
    - [Whiteboarding](https://support.smartdraw.com/collaboration?hsLang=en-us#whiteboarding)
- [Integrations](https://support.smartdraw.com/integrations?hsLang=en-us#main-content)

    - [Storage](https://support.smartdraw.com/integrations?hsLang=en-us#storage)
    - [Apps](https://support.smartdraw.com/integrations?hsLang=en-us#apps)
    - [Visualizers](https://support.smartdraw.com/integrations?hsLang=en-us#visualizers)
- [Diagrams from Data](https://support.smartdraw.com/diagrams-from-data?hsLang=en-us#main-content)

    - [Data Visualizers](https://support.smartdraw.com/diagrams-from-data?hsLang=en-us#data-visualizers)
    - [Charts, Graphs, and Gauges](https://support.smartdraw.com/diagrams-from-data?hsLang=en-us#charts-graphs-and-gauges)
    - [Shape Data](https://support.smartdraw.com/diagrams-from-data?hsLang=en-us#shape-data)
    - [Custom Visualization](https://support.smartdraw.com/diagrams-from-data?hsLang=en-us#custom-visualization)
- [Reference](https://support.smartdraw.com/reference?hsLang=en-us#main-content)

    - [Symbols](https://support.smartdraw.com/reference?hsLang=en-us#symbols)
    - [Connectors](https://support.smartdraw.com/reference?hsLang=en-us#connectors)
    - [Lines](https://support.smartdraw.com/reference?hsLang=en-us#lines)
    - [Arranging Shapes](https://support.smartdraw.com/reference?hsLang=en-us#arranging-shapes)
    - [Colors & Styles](https://support.smartdraw.com/reference?hsLang=en-us#colors-styles)
    - [Dimensions](https://support.smartdraw.com/reference?hsLang=en-us#dimensions)
    - [Floor Planning Tips](https://support.smartdraw.com/reference?hsLang=en-us#floor-planning-tips)
    - [Enhancing Shapes](https://support.smartdraw.com/reference?hsLang=en-us#enhancing-shapes)
    - [Workspace](https://support.smartdraw.com/reference?hsLang=en-us#workspace)
    - [Layers](https://support.smartdraw.com/reference?hsLang=en-us#layers)
    - [Grouping](https://support.smartdraw.com/reference?hsLang=en-us#grouping)
    - [Tables](https://support.smartdraw.com/reference?hsLang=en-us#tables)
    - [Containers](https://support.smartdraw.com/reference?hsLang=en-us#containers)
- [Printing](https://support.smartdraw.com/printing?hsLang=en-us#main-content)

    - [Printing](https://support.smartdraw.com/printing?hsLang=en-us#printing)

[![](https://support.smartdraw.com/hubfs/smartdraw-logo-2022.svg)](https://www.smartdraw.com/)

Copyright © 1994-2026 SmartDraw, LLC

<https://www.linkedin.com/company/smartdraw-software-llc/> <https://www.youtube.com/smartdraw> <https://www.facebook.com/SmartDraw> <https://twitter.com/smartdraw> <https://www.instagram.com/smartdrawvisuals/> <http://tiktok.com/@smartdrawapp>

 