---
schema_version: "1"
id: 45bb670a0b071b46af281d95f1c7fdb5cb154d7f1bc90ded3e22a408325fd2b1
title: Mark a Document as a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_mark_as_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_mark_as_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 81c630a4c2ba1032f9435c36de3c7f0f897d74439004225177fba52310703a86
description: To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Mark a Document as a Template

To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library 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>

Templates have all the same great functionality of a document, but can be locked and unlocked to protect against accidental edits. Indicate that the template is ready to use with template locking. To make edits to it later, unlock it. After you mark a document as a template, share it with others and find it in your Created by Me private gallery. Users and admins with full access to a document can mark it as a template.

## Mark a New Document as a Template

To create a template, create a document and mark it as a template.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png)

Important After you mark a document as a template, you can’t reset it. If you’re not sure you want to irreversibly mark your document as a template, make a copy of the document, and mark the copy as the template.

You can mark only documents as templates. Spreadsheets and slides aren’t supported.

1. From your document, click the **Document** dropdown, and select **Mark as Template**. Only users with full access to the document can mark it as a template.
    
    !["Mark as Template" option highlighted](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_mark_as_template_menu.png)
2. To confirm you want to irreversibly mark the document as a template, click **Mark as Template**.
    
    New templates are unlocked by default.
3. If your document is ready to share and to protect it from accidental edits, click the lock icon, and lock template edits. To edit your template later, you can unlock and relock it at any time. Only users with full access to a template can change the lock status.
    
    !["Protect from accidental edits" guidance for lock icon](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_lock_edits_icon.png)
4. Your new template is added to your private Created by Me gallery in the Template Library. To share it and collaborate with others, click **Share**, and grant Quip users access to the template.

To access your new template, click the **Compose** button, and select **Template Library**.

![Template Library menu option in the Compose menu](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_compose_button.png)

## Convert an Existing Document to a Template

To convert an existing document to a template, mark it as a template.

1. Identify which documents are used as templates.
    
    You can mark only documents as templates. Spreadsheets and slides aren’t supported.
    
    1. To surface documents embedded in Salesforce via the Quip Document component, use the [Template Manager in Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_manager.htm&release=264.0.0&type=5 "Surface documents embedded in Salesforce records from the Template Manager. Open a preview of the document in Quip and mark it as a template.").
    2. Find documents used as templates in Quip.
2. Choose a template creator. The person who converts the document to a template is considered the template creator—the template is added to their Created by Me gallery in the Template Library. Users shared on the document can see it only in their Shared with Me gallery.
3. Mark your documents as templates. From your document, click the **Document** dropdown, and select **Mark as Template**. Only users with full access to the document can mark it as a template.
    
    !["Mark as Template" option highlighted](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_mark_as_template_menu.png)
    
    Marking an existing document as a template doesn’t change the document’s sharing settings. Users previously added to the document retain document access, and Synced Sharing and link sharing settings aren’t affected. Documents embedded in Salesforce that are converted to templates aren’t affected.
4. To confirm you want to irreversibly mark the document as a template, click **Mark as Template**.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png)
    
    Important After you mark a document as a template, you can’t reset it. If you’re not sure you want to irreversibly mark your document as a template, make a copy of the document, and mark the copy as the template.
5. If your document is ready to share and to protect it from accidental edits, click the lock icon, and lock template edits. To edit your template later, you can unlock and relock it at any time. Only users with full access to a template can change the lock status.
    
    !["Protect from accidental edits" guidance for lock icon](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_lock_edits_icon.png)
6. Your template is added to your private Created by Me gallery in the Template Library. To share it and collaborate with others, click **Share**, and grant Quip users access to the template.
7. If you converted a copy of a document embedded in the Quip Document component, update the Quip Template URL, and [validate the template](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_manager.htm&release=264.0.0&type=5 "Surface documents embedded in Salesforce records from the Template Manager. Open a preview of the document in Quip and mark it as a template.") to make sure it’s ready to use.

To access your new template, click the **Compose** button, and select **Template Library**.

![Template Library menu option in the Compose menu](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_compose_button.png)