Issue with Saving Table as Template: Bug or Setting?

Alicia C. · 2025-11-13T18:44:48.723Z

I am unable to save a table as a template. Is this a bug or is there a setting I need to adjust on the table?

Issue with Saving Table as Template: Bug or Setting? | Clay

Clay Support
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The option to save a table as a template is called "Share as template" in the Actions menu, not just "template." [1]
Here's how to share your table as a template:
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Click the Actions button in your table
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Select "Share as template"
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Click "Turn on sharing"
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Copy the public link or share with specific emails
When you share a table as a template, it shares the table structure plus 1 row of data publicly.
If you need a personal template for your own use (not for sharing), simply duplicate the table and move it to a separate workbook.
Clay Support
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Did that explanation help you find the option?
Alicia C.
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No, that option does not show up in the list.
Clay Support
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I'm sorry for the trouble you're experiencing. I'll connect you to a human agent who can assist you further.
Clay Support
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Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Alicia C.
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Occurs for all tables in my workspace. Thanks!
Alicia C.
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Any help here by chance? I know there was an outage so understand if things are delayed!
Andrew Q.
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Hey Alicia! Are you trying to convert the whole table into a template or specific enrichment columns?
Alicia C.
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The whole table!
Andrew Q.
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Hey Alicia, you can do so in the bottom right corner. Turn the toggle on and configure from there!
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Andrew Q.
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Should've been more clear, click on the gear icon on the bottom right corner
Alicia C.
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Ahhh! OK, all the instructions (and the way I’ve done it previously) is through the Actions button. Is that no longer the case?
Andrew Q.
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Sharing template has been moved. Sorry if that wasn't reflective in your guide.
Alicia C.
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Thanks for the help! The Intercom bot here also had that information, so sounds like that needs to be updated as well.
Andrew Q.
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Thank you for sharing this with me! We're working to make some updates soon. Appreciate your patience with us, thanks for being a Clay user!

16 comments