---
title: Save an incident investigation diagram as a template
description: The save as template feature allows users to save an incident investigation diagram created in Incident Insight as a template. Templates allow other Incident Insight users in the same organisation to use the template as a starting point when creating…
url: "https://incident-insight.com/docs/save-an-incident-investigation-diagram-as-a-template/"
updated: "2025-07-10"
category: "How-to Guides"
---

# Save an incident investigation diagram as a template

The save as template feature allows users to save an incident investigation diagram created in Incident Insight as a template. Templates allow other Incident Insight users in the same organisation to use the template as a starting point when creating their own diagram. This guide provides guidance on how to create and access a template. 

**Step 1: In your Diagram Editor toolbar, click Save as Template.** 

**Step 2: Give the template a name and click Create. If you wish for the template to be used as the master template, tick the Master checkbox.**

![](https://incident-insight.com/wp-content/uploads/2024/10/save-as-template-1.png)

Once the template has been created, it can be accessed by other users with access to the organisations Incident Insight account. Learn how to add a new user [here](https://incident-insight.com/docs/add-a-new-user/).

**Step 3: The template created can be accessed when creating a new diagram. Head to the Project Menu, click on + New Diagram and enter a new diagram name. In the Template drop-down menu, select the template you wish to use, then click CREATE.**

![](https://incident-insight.com/wp-content/uploads/2024/10/save-as-template-2-1.png)