It can be useful to save templates into Worldox so as to enable a Worldox Profile group to act as a location for a firm's template documents instead of having to distribute templates to all user’s workstations.
Worldox will allow you to save a Document as a template using the ‘Save As’ option and selecting the template document type from the drop-down on the Worldox profile screen. Alternatively, you can profile templates into Worldox using the drag and drop feature on the WorkZone.