> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://danalix.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Templates


# About Templates

Our rich template repository provides you with many pre-existing (default) templates, as well as gives you the ability to create your own.
 
### Benefits of the template repository:

1.	Create a new template
2.	Duplicate and View templates
3.	Send templates to clients
4.	Delete templates
5.	Edit templates

# How to Create a Template

**Go to:**

Templates sidebar menu > on the template summary screen, click the create template link > on the add template screen, complete the form fields and click save.
 
![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1rh2doh.png)

# Duplicate an Existing Template

When you are duplicating a template it gives you the ability to edit, delete, send, view and further duplicate this template.

# Send a Duplicate Template

Sending a duplicate template means you are creating an agreement form to send to your client.
 
**To send the agreement, select the“send” icon**.  On the “Add Agreement” screen, fill out the form fields and save the form.
 
![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_b8rd1u.png)

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![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_puzqhw.png)

| Note: You can only send a duplicate template. You cannot send a template that is a default template.

# How to Delete a Template

Unfortunately, you are not able to delete a default template provided by Danalix.
However, you can delete a duplicated template and a template that you have personally created.

# Edit a Template

You can only edit a duplicated template and not a default template.

# How to Duplicate a Template

Templates sidebar menu > on the template summary screen, click the duplicate icon > the template will automatically duplicate and display on the template summary screen.
 
![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_unspch.png)

# How to View a Template

**Go to:**

Templates sidebar menu > on the template summary screen,  find the template you want to view > click the view icon > a screen with the template is displayed where you can: Save it to your Files repository within Danalix, print it, or download it.