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Import a Document Template Organization-Wide in Innoslate

Make custom document templates available to all users and projects across your organization

Innoslate v4.14 allows organization administrators to create custom document templates and make them available to users across every project in the organization. This ensures consistency in document structure, formatting, and content (such as requirements documents, Concept of Operations, or custom documents) without users needing to recreate them in each project.

This article walks you through the complete process: creating the template in Innoslate, exporting it as an .inno/json/XML file, importing it via the Admin Dashboard, assigning it to a document type, managing templates, and how end users access the new organization-wide template.

Prerequisites

  • You must have Organization Administrator (or equivalent admin) permissions to access the Admin Dashboard and import a template (Step 4).

  • A project where you can create and test the document template.

  • Innoslate version supporting organization document templates (v4.14 and later recommended).


Step 1: Create the Document Template(s) in Innoslate

  1. Open or create a project in Innoslate.

     

  2. Navigate to the Documents Dashboard.

     

  3. Click Create Document in the top right.

     

  4. In the New Document dialog:

    1. Select or create the appropriate Document Type (e.g., Requirements Document, Concept of Operations, or a custom type).

    2. Enter a Name, Number (optional), and Description (optional).

    3. In the template selection step, choose a starting template (or blank) and select 'Finish.'

    4. Add sections, subsections, headings, guidelines, boilerplate text, or placeholders as needed.

    5. Use rich text formatting, tables, or any supported elements.

    6. Once the document looks exactly as you want the template to appear, save it.


Step 2: Save the Document as a Template (Project-Level First- Optional)

While viewing your completed document in Documents View:

  1. Click the More menu (usually in the top toolbar of the document).

     

  2. Select Template.

     

  3. Give the template a clear, descriptive name (e.g., "Organization Standard Requirements Template v1.2").

     

  4. Confirm the save.

The template is now available within this project for the selected document type. 

Repeat Steps 1 & 2 as many times as needed to create many custom templates in the same project to import many custom templates from 1 file.


Step 3: Export the Template or Project as an .inno File

To make the document only portable for organization-wide use:

  1. Click on 'Reports' on the document toolbar.

     

  2. Click 'Document XML ZIP Export (INNO)'

    1. Choose to export as .inno format (this creates a compressed archive that includes documents, images, and associated files).


Note: The .inno format is preferred for templates because it preserves full document content, formatting, and attachments better than plain XML or JSON for this purpose.

To make many documents from 1 project portable for organization-wide use:

  1. Navigate to the Manage Projects Dashboard.

  2. Export your project in INNO or XML from the Manage Projects Dashboard.

    1. Choose to export as .inno format (this creates a compressed archive that includes documents, images, and associated files).

Step 4: Import the Template via the Admin Dashboard (Organization-Wide)

  1. Navigate to your Organization Dashboard.

     

  2. Access the Admin Dashboard (available to users with admin roles).

     

  3. Locate the Templates section on the top (introduced in v4.14).

     

  4. Upload or import the .inno file you exported in Step 3.

     

  5. Follow on-screen prompts to complete the import.

    1. Select Template Type.
    2. Select 'Okay.'

Once imported successfully, the template becomes available organization-wide and is linked to the corresponding document type.

Step 5: Create and Verify the Template Type in a Project

After import:

  1. Go into a project.
  2. Create a Documet that reflects the Template Type selected.
  3. Select Custom Template.
  4. Your newly created Template selection will be available to select here.


Step 6: Remove or Manage Templates as Needed

Organization admins can manage templates directly in the Admin Dashboard:

  1. Go to the Organization Admin Dashboard.

  2. Select Templates.

  3. View the full list of imported/custom templates.

  4. Use the available options to:

  • Remove (delete) templates that are no longer needed or outdated.
  • Reassign Template Type.

Changes take effect immediately across the organization.

Best Practice: Periodically review templates to keep the list clean and relevant. 

How Users Access the Organization-Wide Template

End users (in any project) can now use the template without additional setup:

  1. Enter or create a project.

     

  2. Go to the Documents Dashboard.

     

  3. Click Create Document.

     

  4. Select the appropriate Document Type.

     

  5. In the template selection step (Step 2 of the New Document wizard), your organization-wide custom template will appear in the dropdown list under 'Custom Template'.

     

  6. Select your template and click Finish to generate the new document.

The new document will pre-populate with all sections, text, and structure from your template.

Troubleshooting Tips

  • Template not appearing? Ensure the document type matches exactly and that the import completed without errors. Refresh the page or log out/in.

  • Import fails? Verify the .inno file is not corrupted and was exported correctly. Try re-exporting from a clean project.

  • Permissions issue? Only Organization Admins can import/manage organization-wide templates.

  • Project-level templates remain available only in their original project.

  • Need more customization? Combine with Innoslate’s Schema Editor for custom labels or document types.