Add a Template to a Course, Assessment Group, or Community

Add to New Template

• After creating the ePortfolio that will serve as the basis of the template, open it and click “Portfolio Actions” (1).
• Click “Add as Template” (2).

• In “Template Settings,” search for the course or group (3).
• Click on the course or group in the search results (4).

• Permissions for students and faculty will be added (5). You can remove either group to limit sharing.
• To notify the course or group members that the template has been shared with them, toggle on “Notify all users listed above” (6) and enter a custom notification message (optional) (7).
• After specifying additional template settings, click “Save” (8).

Add to Existing Template

• Open the template by clicking on it (1).

If you are not able to see the template in your dashboard’s “My ePortfolios” section, please make sure that the dashboard is set up to show templates. Follow the steps in the “Set Dashboard to Show Templates” section of “Update or Delete a Template.”

• Click “Edit” (2).

• Click “Share” (3), then “Template Settings” (4).

• Click “Edit Settings” (5).

• Enter the course or group name in the search box (6).
• Click on the course or group in the search results (7).

• Permissions for students and faculty will be added (8). You can remove either group to limit sharing.

• To notify the course or group members that the template has been shared with them, toggle on “Notify all users listed above” (9) and enter a custom notification message (optional) (10).
• Click “Save” (11) to save the new settings.