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  1. go to ….Manage/DocWorkspace/Templates

  2. Copy the template that is there (then you get "living" header text with quick parts)

  3. Give the template a desired name

  4. Enter desired headings / text, logo etc

  5. Set it as active

  6. The template that was there before can now be removed from "Active"

  7. Edit the Word template that is there and adapt it as you wish

  8. Do not delete "Quick parts" to be used - they may be moved to other placesChange the logo to the desired logo

  9. Save when you are satisfied

  10. Go to grid view and enter the desired Title, description and sort order

  11. You can create several templates by starting from the existing template

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