How do I replicate an X-DOC template?
- 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 Proposal option, you can view all the X-DOC templates you have created and saved.

- Hover over the template that you would like to replicate. Click the three-dot menu and select the Replicate Template option from the list that appears.

- A pop-up window will appear. Enter a name for the copied template, then click the Create button to generate the replicated template.

- The newly created replicate of the template will be visible in the My Templates section.

Related Articles
- How to Duplicate an X-DOC Template
- How to Save a Predefined X-DOC Template as My Own Template
- How to Manage X-DOC Templates
Updated on: 10/06/2026
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