Library Templates
Templates in the Library hold reusable structures—line sets, layouts, or blocks your team applies again and again. Exact options depend on your workspace configuration.
Opening templates
- Go to Library.
- Switch to Templates (or the templates mode your workspace uses).
- Create, duplicate, or edit templates you have permission to manage.
Permissions
Creating or editing templates may require an appropriate role. If you cannot see Templates, ask a workspace admin to check Settings → Workspace Settings → Library and your role under Members.
Related: Library overview · Quotes · Invoices