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How do I make a document a template for the team?

Under “Properties” with the “Offer as template” switch. The document then appears on the home page under “Your templates” and when creating new documents. Anyone who can edit the document can set the switch.

  1. Open the document and then “Properties”.
  2. Turn on “Offer as template”.
  3. It appears on the home page under “Your templates”.

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