Design a reusable document template
Use Template Studio to create and structure a reusable document template with named sections for your project.
This guide is designed for project manager.
Steps
Step 1: Open Template Studio and name your template
Enter a clear, descriptive name for your new template so it can be easily found and reused across the project.
Step 2: Review and adjust the default sections
Check the pre-filled Introduction, Main Content and Conclusion sections, then rename or reorder them to match your typical document structure.
Step 3: Edit the content of a selected section
Select a section from the list and update its body text in the editor to define standard guidance or boilerplate content for that part of the document.
Step 4: Add new sections to expand your template
Use the add section control to create additional sections, then give each one a title and initial content to cover all the information your documents require.
Step 5: Remove sections you do not need
Delete any redundant sections so the template only includes the headings and guidance that are relevant for your project.
Step 6: Preview the structured template
Switch to preview mode to see how the sections and content will appear in the final document, and make any final adjustments before saving.
Step 7: Save your template for project use
Save the template to store it against the project, making it available for reuse and further editing in future sessions.
Step 8: Cancel and discard unsaved changes if needed
If you decide not to keep your edits, cancel and confirm discarding changes to revert to the last saved version without updating the template.
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Last updated: 2026-06-27