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> Use this file to discover available pages before exploring further.
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# How do I manage X-DOC templates?

**Overview**

The **Manage Templates** page allows you to organize and maintain your X-DOC templates. From this page, you can view, preview, edit, share, duplicate, and delete templates, making it easy to manage your proposal documents efficiently.

**Steps** **to** **manage** **templates**

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

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1dl2wzl.png)

* Open the **My Templates** section. Browse the list of templates you have created or saved.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_d085e8.png)

**Preview a Template**

* Hover over any template.
* Click **Preview** to review the complete template before making changes or using it.

The preview allows you to view all pages and content included in the template.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_akq448.png)

**Edit a Template**

* Locate the template you want to modify. Select **Edit**.
* Make the necessary changes to the template content and **Save** your changes.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1khq0vo.png)

**Share a Template**

* Hover over the template you want to share, click the **Action** icon ( ⋮ ), and then select **Share**.
* Choose the users or organization members you want to share the template with.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_l6cpz7.png)

**Replicate Template**

* Hover over the template you want to replicate, click the **Action** icon ( ⋮ ), and then select **Replicate Template**.
* Enter a new name for the copied template. Save the duplicate.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_yo7y2q.png)

**Delete a Template**

* Locate the template you no longer need. Click the **Action** icon ( ⋮ )
* Click the **Delete** option.
* Confirm the deletion when prompted.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1emsovl.png)

### Related Articles

* [Where Can I View My Created X-DOC Templates](https://knowledgebase.xtenav.com/en-us/article/where-can-i-view-my-created-x-doc-templates-wpkne6/)
* [How to Save X-DOC Document as a Template](https://knowledgebase.xtenav.com/en-us/article/how-to-save-x-doc-document-as-a-template-3k03k6/)
* [How to Create Proposal Using X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-using-x-doc-template-166dub9/)
* [How Do I Create a Proposal Using My X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-do-i-create-a-proposal-using-my-x-doc-template-1xj2pa3/)