I. Intro

Get started quickly: You can turn any Docs, Sheets, or Bitable into a custom template, which can be easily shared with others.
Standardize documents: Use custom templates to keep documents consistent across the team and organization.

II. Steps

Open template gallery

On the Docs homepage, click Templates in the upper-right corner.

My Templates: Custom templates that you've saved.
Shared With Me: Custom templates that others have shared with you.
New Template: Save a document as a custom template.

Save a document as a custom template

You can convert a document of which you are the owner into a custom template.

Method 1:

Open the document, click the ··· icon in the upper-right corner, and click Convert to Template. A Template tag will be added next to the title of the document.
Click Use This Template in the upper-right corner to use it.

Note: Once the document is converted to a template, any updates to the document will be synced online.

If you make changes to the document after you've shared it, the changes will be automatically updated to the template.
If you don't want to make any changes to the template, then make a copy of the document and convert it to a new template.

Method 2:

On the Docs homepage, click Templates in the upper-right corner, go to My Templates, then click New Template.
Find the document you want to use, then click Save as Template to the right of the document name. In the pop-up, click Save.
Click Use Template on the right to use it.

Save to My Templates

You can also save other members' documents as your own template.

Open the document and click the ··· more icon in the upper-right corner. Click Save to My Templates > Save.
Click Use This Template in the upper-right corner to use it.

Edit a custom template

Note: Editing is automatically saved in real time. If this template is shared with others, they will be able to see the updates. To undo an edit, press Ctrl + Z or Command + Z.

Method 1: Go to the custom template gallery. Click the template, then click the Edit icon in the upper-right corner of the page.

Method 2: Go to the custom template gallery and hover over the template. Click the ··· more icon in the upper-right corner, then select Edit.

Share a custom template

Method 1: Open the template, then click Share in the upper-right corner. Under Invite collaborators, enter the user, group, department, or user group that you want to share the template with.

You can also paste the template link into a document to give permission to the collaborators of that document to use the template.

Method 2:

On the Docs homepage, click Templates in the upper-right corner, then My Templates.
In the upper-right corner of the template, click Share, then enter the collaborator's name or group. Select Send a notification to send recipients a notification.
The recipient can go to the Docs homepage > Templates > Shared With Me to view this template.

Use custom templates

Method 1: Click the template link, then click Use This Template in the upper-right corner to use the template.

Method 2: On the Docs homepage, click Templates in the upper-right corner, then My Templates. Find the template you want to use, and click Use.