<h1>Saving Document Templates</h1>To save a document as a template, click the&nbsp;Three-Dot Menu&nbsp;in the top right of the document creator and select&nbsp;Save as Template.<img src="https://uploads.productlane.com/6116573dd7340e984ef43b4abaf63da0.png">Next, click&nbsp;New Template, and then press&nbsp;Continue.<img src="https://uploads.productlane.com/81e8fe30b06c3cd2ff6298a9bd73e239.png">On the following screen, enter the&nbsp;Title&nbsp;and&nbsp;Description&nbsp;of your template.<img src="https://uploads.productlane.com/121f2282e319e50f98bbf761f8796a93.png">Next, choose if you'd like to save this template as a:<ul><li>Personal Template: Only visible to you.</li><li>Workspace Template:&nbsp;Visible to every teammate in your workspace.</li></ul>Once you're done, click&nbsp;Save Template. The template has now been saved into your template library.<blockquote>To learn more about creating a document, click <a href="https://help.assemble.tv/article/49-how-to-create-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a><a href="https://assemble.productlane.com/docs/documents/create-a-document" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">.</a></blockquote><h1>Using Document Templates</h1>To open a document template, navigate into any Phase folder and click&nbsp;Add, then select&nbsp;Document.<img src="https://uploads.productlane.com/5221f92bafba3ff657398bdcc9d11f6a.png">On the next screen, you will see the option to select a template from the&nbsp;Community, which is a curated selection of publicly available templates.<img src="https://uploads.productlane.com/5f8ef1e17ccaa3090d246969ea7f1895.png">Click&nbsp;Personal&nbsp;Templates&nbsp;to access your personal templates, or&nbsp;Workspace Templates&nbsp;to access templates shared by your workspace, and then choose the template you would like to open.<img src="https://uploads.productlane.com/82b948b0b3e483b57d502f7dceafb860.png">Next, you will see a preview of the template. Click&nbsp;Use Template&nbsp;to open the template.<img src="https://uploads.productlane.com/9485e77027850df12f8e038a9b333497.png">A new document will be created using this template. You can now edit and customize it for your unique project needs.<img src="https://uploads.productlane.com/5eaa9d999e9e3316fe01285c9c54ca71.png"><h1>Overwriting Document Templates</h1>By default, editing a document template will not change the original template. If you would like to update the original template, you can overwrite it with any new document.To do this, open the document and click the&nbsp;Three Dot Menu, then&nbsp;select&nbsp;Save as Template.<img src="https://uploads.productlane.com/0aa8574dd48866681744331d027c0959.png">On the next screen, choose&nbsp;Overwrite Template. Search for the template you would like to overwrite, then click it and press&nbsp;Continue.<img src="https://uploads.productlane.com/c301f06def4e0f73285d15b89ee2a939.png">On the following screen, you can edit the&nbsp;Title&nbsp;and&nbsp;Description&nbsp;of the existing template. Once you're done, click&nbsp;Save Template.<img src="https://uploads.productlane.com/c30cb29796268a3f2e8d0896ccece1cf.png">Your template has now been overwritten with the new document.<h1>Deleting Document Templates</h1>To delete a document template, navigate to any&nbsp;Phase&nbsp;folder and click&nbsp;Add, then select&nbsp;Document.<img src="https://uploads.productlane.com/a49613a6ffd8d6b08e1cf4784f26f853.png">On the next screen, select&nbsp;Personal Templates&nbsp;or&nbsp;Workspace Templates, then hover over the document you would like to delete and a&nbsp;Trash Can Icon&nbsp;will appear.<img src="https://uploads.productlane.com/f5d260f4b2b1925097c059182e661608.png">Click this and then select&nbsp;Delete&nbsp;on the next screen to permanently delete the template.<img src="https://uploads.productlane.com/6a4f4390947ccaf6d0d446a10695cbe3.png"><blockquote>To learn about saving document templates within project templates, click <a href="https://assemble.productlane.com/docs/templates/project-templates" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border font-semibold border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; color: inherit; border-color: var(--portal-accent-color);">here</a>.</blockquote><h6></h6><h6></h6>

Templates

Learn how to save your documents as re-usable templates.

Document Templates

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