About Templates

Think of a template as a starting point for creating a content item—a document, questionnaire, or campaign. You can create any number of templates for the different types of content your organization creates. Within each template, you can set nearly all the same properties and make all the same task assignments that an owner can when creating a new content item. The owner can change any of the optional settings or task assignments inherited from the template, but cannot change those set as required.

In document templates, you can also add content, such as outlines, boilerplate text, headers and footers, and default formatting.

Go to one of the following topics for instructions on creating, editing, or deleting a template.

Creating a Document Template

Creating a Questionnaire Template

Creating a Campaign Template

Editing a Template

Deleting a Template

of