Cacoo provides a template library that helps you easily find the template you need to start your diagram. Besides the default template options provided by Cacoo, you can create your custom templates and save them for reuse in the future. 

Contents

How to save your diagram as a custom template

Apply changes to the custom template

Remove custom templates from the template library

 

How to save your diagram as a custom template

By default, your Cacoo diagram will be saved as a “Diagram” type. To create a custom template and save it for later use, you will need to set the diagram type to “Template”.

  1. Start a new diagram and create your diagram template.
  2. To save your diagram as a custom template, go to the top navigation area, select the drop-down arrow beside the diagram name > Set diagram type > Template.

  3. The Publish Shape button will display on the top navigation area; select it.

  4. After you have published the template, the custom template will be reflected on the template library under the Custom Templates section.

Tips: 

  • The diagram name will become the custom template’s name that is reflected in the Custom Templates library. 
  • You can easily differentiate the diagram type on the Dashboard by checking the icon of the types. If a diagram has been set as “Template” type, the template icon will be reflected on the diagram. By default, the “Diagram” type will not have any icon.



Apply changes to the custom template

If you have made some changes or updates to an existing custom template, after the updates, please select the Publish Template button on the top navigation area to apply the changes. 

The Cacoo auto-save function will only save the changes in the custom template diagram but will not publish the changes in the Custom Template library, hence the need to select the Publish Template button. 

 

Remove custom templates from the template library

You can remove the custom templates from the template library in the following ways.

  1. Archive the diagram
    You can archive the custom template’s diagram and the custom template will be removed from the template library.

  2. Change the diagram type
    You can change the custom template diagram from “Template” to “Diagram” type. This will remove the custom template from the template library.

    To change the diagram type, select the drop-down arrow beside the diagram name > Set diagram type > Diagram. The changes will be saved automatically.