Creating Personal Templates

Templates not only just include replicated document setup, but also can include set process reviewers. Reviewers can be preset into a template for frequent reviewer collaborations.

There are 2 ways to create Templates:

First, Click the Publish contents and members as my template button once you have set up a document process. You may include reviewers in your template.


Second, You can also go to Template > New Template menu, you can create templates from there.