Articles on: X-DOC

How to share the saved X-DOC template?

Introduction


In X-DOC, you can share saved templates with other users in your group. This feature allows for efficient collaboration and consistency across documents. Here's how you can share a template:


Steps to Share a Template


  • Click on the X-DOC tab, and then select Templates from the left navigation menu to open the Templates page.



  • After clicking, you will be redirected to the Manage Templates page, where you can view and share templates saved under the My Templates section.



  • Hover over the template you want to share, click the Action icon ( ⋮ ), and then select Share.



  • Select the group(s) you want to share the template with from the drop-down menu.



  • Once the group is selected, click the Share button to share the template with the selected group.



Note: Once a template is shared, all users in the selected group can create proposals using that template.



Updated on: 11/09/2026

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