Creating Personal Templates

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

There are 2 ways to create Templates:

1) Click “Publish contents and members as my template” button once you have set up a document workflow. You may include reviewers to in your template.

OR

2) You can also go to [Template] > [New Template] menu, you can create templates from there.