Creating a Document Template

You can create a new template or create a copy of an existing template for documents.

Create a Document Template

1. Click Settings & Tools > Content Setup, and then click Templates.
2. On the Documents tab, click New Template, and do one of the following:
   • To create a new template, click Create New.
   • To create a copy of an existing template, click Copy Existing.
3. To work your way through the Properties Wizard steps, see Assigning Document Template Properties for detailed instructions.
4. (Optional) Click Edit Document, and then do one of the following, depending on the chosen document type:
   • Word Document, Excel Spreadsheet, PowerPoint Presentation or HTML Document: add, format, and edit the content (see Adding Content to a Word Template, Adding Content to an Excel Template, Adding Content to a PowerPoint Template, or Adding Content to an HTML Template).
   • Upload a File: follow the prompts to upload a document file (see Adding Content to an Upload File Template).