How do I save a predefined X-DOC template as my own template?
Overview
XTEN-AV provides a library of predefined X-DOC templates that you can use as a starting point for your proposals. If you want to customize a predefined template and reuse it in the future, you can save it as your own personal template.
Steps to save a predefined X-DOC templates
- From the main dashboard, click the X-DOC tab, then select Templates from the left-hand navigation menu.

- Browse the available predefined X-DOC templates, then hover over the desired template, click the three-dot menu, and select Create Template to generate a new template based on it.

- After clicking Create Template, enter a name for the new template and proceed to create it.

- Open the My Templates section. Your newly saved template will now be available for future use.

Related Articles
- What is Saved in a X-DOC Document Template
- How Do I Manage X-DOC Templates
- How Do I Create a Proposal Using My X-DOC Template
- Where Can I View My Created X-DOC Templates
Updated on: 09/30/2026
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