How do I manage SOW templates?

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 Scope of Work option, you can view all the SOW templates you have created and saved.

When you hover over a template and click the three-dot menu, you will see three options:

• Replicate Template – Creates a copy of the selected template.
• Share – Shares the template with other users within your group on the platform.
• Delete – Permanently removes the template.

Additionally, when you hover over a template, you will see two more options:

• Preview – Allows you to review the template and verify its contents before using it.
• Edit – Opens the template for editing, allowing you to make any necessary changes.

These options help you review and customize the template as needed before using it.

When you select the Edit option, the template will open in the X-DOC Editor. Make the necessary changes as required, and once you are finished, click the Save Template button in the top-right corner to save the updates to the template.

All of the above options allow you to efficiently manage your templates. You can edit, replicate (copy), delete, share, and preview templates as needed, making it easy to maintain and reuse your template library.

Updated on: 06/23/2026