Think of a template as a starting point for creating a document. You can create any number of templates for the different types of documents your organization creates. Within each template, you can set nearly all the same properties and make all the same assignments that a document owner can when creating a new document.
In a template you can preset a few document properties and pre-assign writers, reviewers, approvers, and readers as either optional or required. The document owner can change optional settings and assignments but cannot change or remove required ones.
Note: The only template settings that can be locked are Email Notifications and Editing Document.
You can also add document content, such as an outline or form, and default formatting.
Go to one of the following topics for instruction on creating, editing, or deleting a template.