A template is a base for a Document. A properly chosen template systemizes your data and helps to retrieve it easily.
The most commonly used Blank Template lacks those fields that could better describe data stored in a document. Therefore, we recommend that you create templates according to your own needs and use those templates when you create a document.
Go to Administration Tools -> Template Customization. Click on Create and enter a template wizard process that contains 4 steps.

At the 1st step you describe a new template. Give a Name to your template. Write a Description. Provide service information (Instructions) that can be useful when a document based on this template will be created. Click Next>> when you are done.

At the 2nd step you create fields for a new template. Be as specific as possible. Set up a list of fields to be presented in the template. Give a Name, indicate Required or Optional status and assign a Data Type to each field.
Choose a name from a List of Predefined fields (a corresponding Data Type is offered as well) or give your own unique name to a field.
At this step you can also insert service information to a particular field.

At the 3rd step you can change the order of the fields in the template by clicking the arrow buttons. Click Next>> when you are done.

At the 4th step you review the created document. Click on the Save button when you are done.

Your template has just been created. Now you can use it in your workspace and share it with other members of your workgroup.