To access Templates, click the Template menu to the left of your Collavate Menu.
"My Templates" are templates that any user can create and personally use. "Shared Templates" are company-wide shared templates set by an Admin. Only Admins can create, edit, and delete Shared Templates.
If you click a created Personal or Shared Template, the following screen is shown.
1) Click the [Use Template] button to process the document without altering the original template.
* Functions such as [Edit Template] and [Delete Template] can be used from this screen.
2) Use Template will open the template and you may begin making changes to the document, add/edit reviewers accordingly and submit your workflow to reviewers.