> For the complete documentation index, see [llms.txt](https://help.hippoly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.hippoly.com/using-hippoly/hippoly-docs/save-as-template.md).

# Document templates

If you regularly create documents with the same structure, for example a board resolution, a report or a project brief, you can save an existing document as a template. Templates are available to everyone in the workspace the next time they [create a document](/using-hippoly/hippoly-docs/create-doc.md).

## Create document template

Document templates are created by saving an existing document as a template.

{% stepper %}
{% step %}
Go to `Files` in the main menu.
{% endstep %}

{% step %}
Navigate to the **folder** where the document you want to use as template is located.
{% endstep %}

{% step %}
Click the **menu icon** to the right of the document name and select `Save as template`.
{% endstep %}

{% step %}
Give the template a clear name and an optional description so other workspace members know when to use it, then click `Save`.
{% endstep %}
{% endstepper %}

The template is now available in the template picker when anyone in the workspace [creates a new document](/using-hippoly/hippoly-docs/create-doc.md).

## Update document template name and description

{% stepper %}
{% step %}
Go to `Files` in the main menu.
{% endstep %}

{% step %}
Click the `New` button and select the `New document` option from the menu.
{% endstep %}

{% step %}
In the **Create new document** dialog, click the **pen icon** on the template you want to rename.

<img src="https://2368761383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5A8sAk8EwFvZz8ID3yYR%2Fuploads%2Fgit-blob-042dd6286265af840be96e069a4fcdbaec032350%2Fdocs-rename-template.png?alt=media" alt="Rename template" width="563">
{% endstep %}

{% step %}
A dialog appears where you can edit the template name and/or description. Make your changes and click `Save` to confirm.
{% endstep %}
{% endstepper %}

## Update document template content

Template content can't be edited directly. To update it, create a new document from the current template, make your changes, and save it as a new template. If you no longer want the old template to be used, remember to delete it.

## Delete document template

{% stepper %}
{% step %}
Go to `Files` in the main menu.
{% endstep %}

{% step %}
Click the `New` button and select the `New document` option from the menu.
{% endstep %}

{% step %}
In the **Create new document** dialog, click the **trash-bin icon** on the template you want to delete.

<img src="https://2368761383-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F5A8sAk8EwFvZz8ID3yYR%2Fuploads%2Fgit-blob-f46afc46bf8bd75029cc4f6d7e64a5482d68a3ec%2Fdocs-delete-template.png?alt=media" alt="Delete template" width="563">
{% endstep %}

{% step %}
Confirm the deletion in dialog.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
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