> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://knowledgebase.xtenav.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # What is the Templates page in X-DOC? ###### Overview The **Templates** page in **XTEN-AV** is used to create, manage, and organize reusable document templates. These templates help standardize documents such as proposals, reports, contracts, cover pages, scope documents, and other customer-facing or internal documents. Instead of creating documents from scratch every time, users can build templates once and reuse them across multiple projects. This page improves consistency, reduces manual work, and ensures that every generated document follows the organization's preferred format and branding. * To navigate to the template page kindly clicking the **X-DOC** tab and then selecting **Templates** from the left navigation menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image-2_1495232.png) * The **Templates** page will open with the title **Manage Templates**. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1v59pao.png) At the top of the page, you will see the title **Manage Templates**. Below the title, you will find the **Gallery** section, which contains a collection of pre-designed templates provided by **XTEN-AV**. These templates are organized into various categories, such as **Business**, **Building Management System**, and others, allowing you to quickly find a template that matches your requirements. You can also select the **All** category to view all pre-defined templates available in XTEN-AV. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-10_kuv87o.png) When you hover over a template in the **Gallery** section, two options will appear: **Preview** in the center of the template and the **three-dot** menu in the top-right corner. Click **Preview** to open the selected template in full-screen view. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_t09dmd.png) On the top- right side of the page, click the **Use This Template** button to create a new proposal using the selected template. You can also click the **Back** button to return to the **Manage Templates** page. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_3o3fp2.png) When you click the **three-dot (More Options)** menu, the **Create Template** option will appear. Click **Create Template** to open a pop-up window. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1os8ztq.png) Enter the template name, and then click the **Create** button to create the template. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1ssi2yx.png) The newly created template will be available in the **My Templates** section under the **Proposal** subcategory. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1uwtwp2.png) To navigate to the **X-DOC Dashboard**, click the **x.doc Dashboard** button. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_mlw1uf.png) You will be redirected to the **X-DOC Dashboard**. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_10d8u5.png) On the **Manage Templates** page, you can use the **Search** bar located in the top-right corner to quickly find a template. Enter the template name or any relevant keyword, and the matching templates will be displayed automatically. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_17aluhe.png) Simply enter the template name or a relevant keyword in the **search bar**. The system will automatically filter and display the templates whose names contain the entered value. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_c2mgox.png) The **My Templates** section contains two subcategories: **Proposal** and **Scope of Work**. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_np2yw5.png) The **Proposal** subcategory contains all proposal templates created by the user, copied from the **Gallery**, or uploaded to the **XTEN-AV** system. To create a new proposal template from scratch, click the **+ (Plus)** icon. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_18zc87y.png) A pop-up window will appear where you can enter the proposal name. After entering the name, click the **Create** button to create the proposal. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_i1df2d.png) The newly created proposal template will be displayed under the **My Templates** section in the **Proposal** subcategory. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1wfpm3h.png) When you hover over a template, three options will appear: **Edit**, **Preview**, and the **three-dot** menu. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/download-11_lpjz0p.png) Click **Edit** to open the proposal template in the **X-DOC Editor**. After making the required changes, click **Save Template** to save your edits. Click the **Back** button to return to the **Manage Templates** page. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1vr4je7.png) Click **Preview** to open the template in preview mode. In the top-right corner of the page, you will find the **Edit Template** option to open the template in the **X-DOC Editor** and the **Use This Template** option to create a new proposal using the selected template. To return to the **Manage Templates** page, click the **Back** button located in the top-left corner. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_84wo9b.png) When you click on 3 dots. you will find following options: **Mark as Default, Replicate Template, Share** and **Delete.** **Mark as Default:** to make the template as default to create proposal. **Replicate Template:** to copy the template. **Share:** to share to different group. **Delete:** to remove the template permanently. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1sp6vc9.png) If you have created the template in the doc or PDF format you can upload the same in the system by clicking on the **Upload Template.** ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1gwh9sn.png) When you clicking on the Upload Template option a window will pop to select the file you want to upload. Select the file and click on **Open** button located in the bottom right of window. NOTE: only doc and PDF format file can be selected. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1fn8q45.png) Uploaded template will be visible on the template page under the My Templates section. ![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_s1hnyw.png) ### Related Articles * [How to Create Proposal Using X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-using-x-doc-template-166dub9/) * [How Do I Create a Proposal Using My X-DOC Template](https://knowledgebase.xtenav.com/en-us/article/how-do-i-create-a-proposal-using-my-x-doc-template-1xj2pa3/) * [How to Save X-DOC Document as a Template](https://knowledgebase.xtenav.com/en-us/article/how-to-save-x-doc-document-as-a-template-3k03k6/)