Saving a document to the library

Overview

Saving as a Template allows the ability to transform any existing document into a reusable template, saving time and ensuring consistency across your team. Instead of recreating the same document from scratch each time, you can capture a document's layout, formatting, and content in a single, shareable template that anyone can access going forward.

Saving as a Template makes it easy to build your content library with polished, ready-to-use starting points. This helps teams work faster, maintain brand consistency, and reduce errors caused by starting from a blank page.

How It Works

Saving as a Template works by capturing a snapshot of your current document and storing it as a named template in your content library, under templates. The process is triggered directly from the document editor, making it easy to save your work at any point without leaving your current session.

When you save a document as a template, the system creates a new, independent template: your original document remains untouched. The saved template will appear in your content library (under templates) and can be used as a starting point for new documents at any time.

Once saved, a confirmation toast notification appears in the bottom-right corner of the screen, giving you immediate, unobtrusive confirmation that the template was created successfully.

Step-by-Step Instructions

Follow these steps to save an existing document as a template.

Step 1: Open the Document

Select the document you want to save as a template. This will open it in the Document Editor.

Step 2: Access the Options Menu

In the document editor, locate the top toolbar. Next to the Share dropdown button, click the Three Dots (More Options) Button. This will expand a dropdown menu with the save template action.

Step 3: Select "Save as Template"

From the expanded options menu, click Save as Template. A pop-up dialog will appear prompting you to name your new template.

Step 4: Name Your Template

In the pop-up dialog, enter a clear and descriptive name for your template in the Template Name Field. Choose a name that will make it easy for you and your team to identify the template later.

Step 5: Save the Template

Once you've entered your template name, click the Save Button. The dialog will close automatically and you'll be returned to the Document Editor. A success toast notification will appear in the bottom-right corner of the screen, confirming your template was saved.

Key Benefits

Reusability Without Rework

Turn any polished document into a reusable starting point. Once saved, your template is available in the template library for you and your team to use any time! No need to rebuild the same structure repeatedly.

Non-Destructive Saving

Saving a document as a template never modifies the original document. The template is created as a completely separate entity, so your source document stays intact and accessible.

Seamless In-Editor Workflow

The entire save-as-template process happens without leaving the document editor. You don't need to navigate to a separate settings page or template manager: everything is accessible from the top toolbar.

Instant Confirmation

A success toast notification immediately confirms when your template has been saved, so you always know the action completed, no guesswork required.

Team-Wide Consistency

By saving commonly used documents as templates, teams can ensure a consistent look and feel across all documents, reducing formatting inconsistencies and keeping brand standards in check.

Common Questions

Will saving a document as a template change the original document?

No. Saving a document as a template creates a completely separate template entry in your library. Your original document is not modified in any way.

Where can I find my saved template after saving it?

Your saved template will be available in the content library, under templates. You can access the content library when creating a new document to use any of your saved templates as a starting point.

Can I rename a template after saving it?

Yes. Templates can be renamed from within the template library. Navigate to your content library, locate the template you'd like to rename, and use the available edit options to update its name.

Is there a limit to how many templates I can save?

Template limits may vary depending on your account plan. For details on template storage limits for your specific plan, refer to your account settings or contact support.

Can other team members use a template I saved?

Yes. Templates saved by any team member are shared across the team's template library, making them available for everyone to use when starting a new document.

What happens if I don't see the success toast notification?

If the success toast does not appear after clicking Save, check your content library to confirm whether the template was created. If it's not there, try the process again. If the issue persists, reach out to your support team.