To determine the upload method, you must distinguish between System Templates (shared organization-wide) and Personal Templates (user-specific).

• Available to everyone (System Template): To make a template available to all users, it must be uploaded by an administrator in the centralized settings area. The correct path is Settings > Templates > Document Templates. Once uploaded here, the template is available to all users with access to the entity.
• Available only to yourself (Personal Template): Users can upload templates for their own private use directly from the entity's grid view (in this scenario, the "email records" view). This is done by navigating to the view, opening the Excel Templates menu on the command bar, and selecting Create Excel Template or Upload Template. This ensures the template is visible only to the creator unless explicitly shared.

Microsoft Learn: "Analyze and share your data with Excel templates." This article details the two upload paths: "Admins use the Settings area to upload templates... available to all users" and "Users can create their own templates... available only to them" by selecting "Excel Templates on the command bar in the list of records."

Microsoft Learn: "Manage Word and Excel templates." Confirms the location for system-wide templates is under Settings > Business > Templates > Document Templates.