How to Upload a Document as a Template in X-DOC?

Overview

XTEN-AV allows you to upload your existing documents as templates in X-DOC. This feature helps you reuse your organization's existing proposal formats, layouts, and branding instead of creating a new template from scratch.

Upload a Document as a Template

• From the main dashboard, navigate to the X-DOC module.
• Click Templates from the left-hand navigation menu.

• You will be redirected to the Manage Templates page.
• Navigate to the My Templates section.

• Click the Upload Template option.

• A file selection window will appear. Browse your computer and select the document you want to upload.
• Click Open to upload the selected file.

• Once the upload is complete, your document will be displayed under the My Templates section.

Supported File Formats: X-DOC currently supports the following file formats for template uploads:

• Microsoft Word (.doc)
• Microsoft Word (.docx)
• PDF (.pdf)

Note: Make sure your document is saved in one of the supported file formats before uploading it.

Related Articles:

• What is the Templates page in X-DOC?
• What file formats are supported when uploading templates?
• How to Create a Proposal Using X-DOC Template?
• How do I create a proposal using my X-DOC template?
• How do I access the Templates page in X-DOC?

Updated on: 11/04/2026