---
schema_version: "1"
id: 3f683bb419cef2b7c67b8b9fa889f541df7e3d2c387bb47eb0792b086e26575b
title: Create a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_create_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_create_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 08fe3a12b126c27dc63b325253745a6d2b1bb087898706b7f89138536d2dcae7
description: Use the template format to safely create and share a template in Quip.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create a Template

Use the template format to safely create and share a template in Quip.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr></tbody></table>

1. From Quip, click the **Compose** button, and select **Template Library**.
2. Select **New Template**.
    
    ![Template Library](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_template_library.png)
3. Name your template and choose which folder to save it to.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
    
    Tip If you opened the Template Library from your Private folder or from a document saved to your Private folder, your template is automatically saved in your Private folder. You can rename your template and change the folder later.
4. Build your template in the unlocked state. For example, add Salesforce live apps and mail merge syntax to your Salesforce Account Plan templates.
5. To prevent accidental changes, after you edit the template, lock the template. After you lock the template, share it with users so they can create documents from it.