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# How to save X-DOC document as a Template? 

**Overview**

In XTEN-AV, you can save an **X-DOC document as a Template** so that you can reuse the same format, layout, and content structure for future projects.

**Step-by-Step:** **How** **to** **Save** **X-DOC** **as** **a** **Template**

* Navigate to the **X-DOC Dashboard**. Open the document you want to save as a template.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_2uur9u.png)

* On the **X-DOC editor** page, click on **Save As New** under the **Templates** option located at the bottom-left side of the proposal.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_p2z38.png)

* Enter the **template name** and click the **Save** button. If you would like to save the equipment list with this template, check the box **“Do you want to save the equipment list with this template?”** before saving.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_h5br5.png)

* To view or use your saved template, click on **My Templates** under the **Templates** option in the left navigation menu.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_12moyxy.png)

* Under **My Templates**, you will find the **Proposal** option, where you can view all your X-DOC templates.

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1qowqoz.png)

### Related Articles

* [How to Duplicate an X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-do-i-duplicate-an-x-doc-template-1y8dk86/)
* [How to Save a Predefined X-DOC Template as My Own Template](https://knowledgebase.xtenav.com/en-us/article/how-do-i-save-a-predefined-x-doc-template-as-my-own-template-1oxsj90/)
* [How to Manage X-DOC Templates](https://knowledgebase.xtenav.com/en-us/article/how-do-i-manage-x-doc-templates-1t5po97/)