cancel
Showing results for 
Search instead for 
Did you mean: 

No Template dropdown menu

GregPacheco
Listener

I am an Administrator on a Business Account and I am not able to create or save a Template.  The dropdown menu does not appear below the Description field.  Do I have to turn this on in the Settings?  I cannot find it. 

 

Help

6 REPLIES 6

Ray_Harwood
Community Champion | Customer
Community Champion | Customer

Hi, @GregPacheco –

 

There are several kinds of templates. What type of templates are you trying to create?  One of these articles might be helpful:

If it’s something else and you can’t find an article in the Zoom Support area, let me know the specifics and I’ll try to assist. 


Ray - Office Hours at GoodClix.com
Please click Accept As Solution if this helped you !

I do not have a 'save as template' option at the bottom of the page when creating meetings. I have a business account and the article on "Meeting Templates" was not helpful. Please advise. 

 

Sincerely, 

Michelle20

Ray_Harwood
Community Champion | Customer
Community Champion | Customer

Welcome to the Zoom Community, @Michelle20.

 

Are you using a Generated Meeting ID, or the PMI?

Ray_Harwood_0-1708391806931.png 
A Generated ID is a requirement for templates. 


Ray - Office Hours at GoodClix.com
Please click Accept As Solution if this helped you !

Thank you for your response. I am using generated ID. I am also on a Mac if that has any impact. 

Ray_Harwood
Community Champion | Customer
Community Champion | Customer

You have to click on the name of the Meeting, not the Edit button. 

Ray_Harwood_1-1708392662158.png

Then see it:

Ray_Harwood_0-1708392568054.png

 


Ray - Office Hours at GoodClix.com
Please click Accept As Solution if this helped you !

Got it! Thank you very much!!