Articles on: x.doc

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 replicate of the template will be visible in the My Templates section.




Updated on: 10/06/2026

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