Explains how to create a document template and then use it as a reference for subsequent documents
Creating from a Template
Click on the more button (highlighted) and from the menu select "Create from Template". Choose the template you wish to copy from the sub-menu that comes.
If there are no templates you will see a single sub-menu item saying "No templates. Click on save as template to create", in which case you need to first create a template.
Creating a Template
To create a template document, create the document in the main panel as usual, and then rather than clicking on the Save button, pause your mouse over the button to get the save options menu. Select the "Save as Template" option (highlighted in the picture above). You document is now saved as a template.
Depending on how you wish to use templates your template document may be set up slightly different to how you create active documents. For example, template projects might not have a customer or task resources assigned.
When you return to the search view you will not see your templates in the search list. After reloading you will see your template in the "Create from Template" sub-menu but not in the search list.
How to Edit a Template Document
To edit a template that you created earlier click on the open button (highlighted) and select the menu option "Open Templates". You will get a pop-up window showing previously created templates.
Select or click on the pencil (highlighted) next to the template document you wish to edit. Your selected template will be opened in the main panel in Edit mode, where you can make changes and again save it as a template.
The activity title will say "Edit xxxx > (template)" to remind you that you are editing a template.
Click on save button or mouse over the button and select "Save as Template" from the menu to update your template.
You cannot convert a template document in a live or active document. Copy the template to an active document as outlined in this article instead.