# 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="/files/ZcjCRPqoCNSzEEvHH7N3" 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="/files/jrz7VdnRZXhbK3JldJ7o" alt="Delete template" width="563">
{% endstep %}

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


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# Agent Instructions: Querying This Documentation

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```
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```

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The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.