How do I manage templates in x.doc My Templates?

It is very simple to manage the templates in my template section of the template page. you can create, edit, share, Preview template, upload these all actions can be perform the XTEAN-AV platform to manage the templates.

To navigate to the my template section of the template page. kindly follow the below mention steps.

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, where you can access templates in both the Gallery and My Templates sections.

The Gallery section contains predefined templates provided by XTEN-AV, while the My Templates section contains templates that you have created or uploaded.

To create a new proposal template from scratch, click the + (Plus) icon.

A pop-up window will appear where you can enter the proposal name. After entering the name, click the Create button to create the proposal.

The newly created proposal template will be displayed under the My Templates section in the Proposal subcategory.

Hover over the template you will find the 3 dot menu option to find out the additional options to manage the template.

when you click on 3 dots. you will find following options: Mark as Default, Replicate Template, Share and Delete.

Mark as Default: to make the template as default to create proposal.
Replicate Template: to copy the template.
Share: to share to different group.
Delete: to remove the template permanently.

Updated on: 07/08/2026