Articles on: x.doc

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


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



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.



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.



Delete a Template


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




Updated on: 09/30/2026

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