How do I create a copy of an X-DOC template?

From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu to view your saved templates.

You will be redirected to the Manage Templates page. Under the My Templates section select Proposal option, you can view all the X-DOC templates you have created and saved.

Hover over the template that you would like to replicate. Click the three-dot menu and select the Replicate Template option from the list that appears.

A pop-up window will appear. Enter a name for the copied template, then click the Create button to generate the replicated template.

The newly created replica of the template will be visible in the My Templates section.

Updated on: 06/23/2026