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.

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

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.

Edit a Template

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

Share a Template

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

Replicate Template

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

Delete a Template

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

Updated on: 07/01/2026