---
agentTools:
projectIndex: https://docs.sumoquote.com/llms.txt
---
# Templates Overview
Templates are pre-saved content that can be accessed in your report.
You can save templates for text pages, Quote Details (line items), Authorization pages (with upgrades), email content, and more.
## Templates Overview
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### Create a Template in Account Settings
1. Go to **Configuration** > **Account Settings** > **Templates** > **Reports**
2. Click on **Create Template**.
3. Enter a template name, what type of template you are creating, and if you want to share this with your entire team.
4. Click on **Create template**.
5. Begin creating your text and when finished, click **save Changes** in the top right corner.
### Edit a Template in Account Settings
1. Go to **Configuration** > **Account Settings** > **Templates** > **Reports**
2. Select either **My Templates** or **Shared Templates**.
3. Click on the type of template you want to edit and a drop down of all the templates of that type will appear.
4. Click on the **pencil** icon to edit your template.
5. You can also click on the **duplicate** icon to make a copy of your template and modify it instead of starting from scratch.
6. Make your edits and then click on **Save changes** in the top right corner.
## Accessing Templates from a Report
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### Edit a Template from a Report
1. Open any project, and open a report for editing.
2. Navigate to a page that utilizes templates (Ex. Introduction page, Quote Details page, Authorization page or a custom text page) and click on **View templates**.
3. Select the template you wish to edit and click the **pencil** icon.
4. Make your changes and then click **Save changes** in the top right corner.