Create a new template

Create a new template

To create a new template, follow this while saving the new file:

    1. File > Save As New Template

 

To save an existing file as a new template:

    1. Open the file you want to save as a new template.

Click File > Save As New Template.

    • Related Articles

    • Create project template

      Create a new project template Navigate to Projects.  Click the Create drop-down. Select Template. Enter the Template Name, select the Owner, choose a project to clone, choose the Item Layout, and enter the  Description.  Click Add. You can skip ...
    • Create project from a template

      Create a new project using a project template Navigate to Projects and click New Project in the upper-right corner. Select the existing project template in the Choose a Template field. Enter the Project Start Date of your project and fill in other ...
    • Create a new candidate

      To create a new candidate form using Web Forms, follow the steps given below Navigate to Setup > Portal Setup > Web Forms. Under the Resume tab, click Create New Resume Form. An Untitled Form is displayed. Click Let's get started. The mandatory Last ...
    • Template Editor

      The most important element for a successful email campaign is quality content. When the right content meets responsive designs, you can make sure that your email campaign is a huge success. Whether you're an expert or a beginner, Zoho MarketingHub ...
    • How do I create a template?

      To create a new template, open the email composer, type the content of the template in the compose area, and click the drop-down next to Save Draft. From the listing, select Template. The content that you added will now be saved to ...