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# Create and edit document templates

You can create templates to reuse [workbook](/docs/workbooks-overview) and [report](/docs/reports-overview) structures for consistency and convenience. These templates can be [shared with other users in your organization](/docs/share-workbook-templates), or [with other organizations](/docs/share-and-accept-cross-org-workbook-templates).

## Requirements

The ability to create and edit templates requires the following:

* To create a template from an existing workbook, you must be assigned an [account type](/docs/account-type-and-license-overview) with **Create, edit, and publish workbooks** permission or **Can create, edit, and publish reports** permission.
* You must have at least **Can view** access to the existing document.
* To edit an existing template, you must be the template owner or be granted **Can edit** access to the template.

## Create a new template

1. Open the workbook you want to use as the basis of the template.
2. From the document menu, select **File** > **Save as template**.
3. Enter a **Template Name**.
4. (Optional) If you want to share the template, enter the name(s) of the user or team in your organization, then select the access to grant.
5. Click **Save**.

   The new template opens.

## Edit an existing template

1. From the Home page, select **Templates**.
2. Find the template you want to edit, then select <img src="https://sigma-docs-screenshots.s3.us-west-2.amazonaws.com/Icons/more.svg" alt="" /> **More** > **Open**.
3. In the template header, select **Edit**.
4. Make your changes.
5. In the template header, click **Publish** to save your changes.

## Related resources

* [Get started with workbook templates](/docs/get-started-with-workbook-templates)
* [Create documents from templates](/docs/create-workbooks-from-templates)
* [Share and accept cross-org document templates](/docs/share-and-accept-cross-org-workbook-templates)