Save a Project as a Custom Template
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Create a project;
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Make all modifications required to customize the template;
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Click on Save as Custom Template from the project management toolbar;
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Name and describe your custom template to better identify it;
Note: All documents included in the template are saved when you create a custom template.
What happens when you save a project as a custom template?
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The system saves the choices and field values, except for dates.
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The system saves new content created directly within the project.
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The system publishes the variants found in the project.
Related articles
What customizations are saved when saving a custom template?
Where can I find custom templates in the software?