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Design a reusable document template

Use Template Studio to structure, edit, and save reusable document templates for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open Template Studio​

Open Template Studio from your project workspace to start creating or editing a document template. If an existing template is being edited, its content will load automatically; otherwise, a default three-section layout is displayed.

Open Template Studio

Step 2: Name your template​

Enter a clear, descriptive name for your template so it can be easily identified and reused across your project. The system uses this name to generate an internal template identifier.

Name your template

Step 3: Review and select sections​

Use the section list to review the default sections such as Introduction, Main Content, and Conclusion. Click a section title to select it and load its content into the editor.

Review and select sections

Step 4: Edit section content​

Update the content of the selected section in the editor area to match your project requirements. Changes are tracked so you can see when there are unsaved edits.

Edit section content

Step 5: Add new sections​

Use the add section control (plus icon) to create additional sections for your template. Give each new section a meaningful title and then enter the content that should appear in that part of the document.

Add new sections

Step 6: Remove unwanted sections​

Click the delete control (bin icon) on a section you no longer need to remove it from the template. Confirm the deletion if prompted so the section is permanently removed.

Remove unwanted sections

Step 7: Preview the template​

Switch to preview mode (eye icon) to see how the combined sections will appear as a complete document. Use this view to check structure, flow, and clarity before saving.

Preview the template

Step 8: Save your template​

Select the save option to create or update the document template for the current project. A loading indicator shows while the template is being saved, and a confirmation message appears when saving is successful.

Save your template

Step 9: Cancel and discard changes​

If you decide not to keep your edits, choose the cancel option. If there are unsaved changes, a confirmation dialog will appear so you can confirm whether to discard your updates and close Template Studio.

Cancel and discard changes

Last updated: 2026-07-30