Creating and Saving Templates

Create new template

To create a new template, navigate to the "3B Docs" application from the app launcher (the 9 dots on the top left-hand side in the navigation bar) and go to "Templates".

1. Click on "New" and give your template a name and populate all other required fields.
2. Hit "Save" to create the template.
3. Hit "Edit" or go to "Builder" tab (if available) in order to view the builder interface
4. Add your content and either use the keyboard shortcut keys "CTRL + S" (CMD + S on Mac) to save the template, or navigate to the save icon.

Editing templates

When editing a template, you will be asked to add a revision reason when you make a save. The reason will be displayed in the revision history side panel