> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Demo templates

> Create a demo from a template, and save your own demos as templates your team can reuse.

Templates give you a starting point for a new demo. Navattic includes a set of templates for common demo types. Workspace admins can also save any demo as a template for the rest of the team.

## Create a demo from a template

<Steps>
  <Step title="Open the templates window">
    On the **Product demos** page, click **Templates**. The **Demo templates** window lists your workspace templates first, then the **System templates** included with Navattic.
  </Step>

  <Step title="Preview a template">
    Click **Preview** on a card to open that template in a new tab and click through it before you use it.
  </Step>

  <Step title="Create the demo">
    Click **Use template**. Navattic creates a demo from the template, adds it to the board you are viewing, and opens the new demo. Rename it, edit the flows, then publish it when it is ready.

    <Note>
      If your workspace has reached its demo limit, Navattic prompts you to upgrade instead of
      creating the demo.
    </Note>
  </Step>
</Steps>

## Templates included with Navattic

* **High-level overview**: introducing core value prop of product for first time website visitors.
* **In-app feature driven checklist**: use checklist tasks to introduce different features.
* **Form gated**: gate a demo with form on first step.
* **Personalized demo**: include relevant information about the visitor inside the demo.
* **Feature launch**: introduce a new feature or an expansion opportunity to your customers.
* **AE demo**: beacon driven demo Account Executives can use for Live Demos.

## Save a demo as a template

Only workspace admins can save, edit, or delete templates.

<Steps>
  <Step title="Open Save as template">
    On the **Product demos** page, click the **...** menu on the demo you want to reuse, then click **Save as template**. You can also open a demo and click **Save as template** in the menu at the top right of the demo builder.
  </Step>

  <Step title="Name the template">
    **Template name** is filled in with the name of the demo. Edit the name, add a **Description** of what the template is for, then click **Save template**.
  </Step>
</Steps>

Your template then appears in the **Demo templates** window under your workspace name, above the system templates, with a thumbnail of the demo.

<Note>
  A template holds a copy of the demo as it was when you saved it. Later edits to the original demo
  do not change the template, and they do not change demos already created from the template.
</Note>

## Edit or delete a workspace template

In the **Demo templates** window, click the **...** menu on one of your workspace templates:

* **Edit** changes the name and description of the template. The demo content saved in the template stays the same.
* **Delete** removes the template from the window.

<Warning>
  Deleting a template cannot be undone. Demos you already created from that template are not
  affected.
</Warning>

## FAQs

<AccordionGroup>
  <Accordion title="Do edits to the original demo update a template saved from it?">
    No. A template is independent of the demo it was saved from. To capture newer work, save the
    updated demo as a new template and delete the old one.
  </Accordion>

  <Accordion title="Who can use templates?">
    Any member who can create demos can preview a template and use it. Saving, editing, and deleting
    templates is limited to workspace admins.
  </Accordion>

  <Accordion title="Can I change the content of a template?">
    Not from the **Demo templates** window, which edits only the name and description. To change the
    content, create a demo from the template, edit that demo, and save it as a template again.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Build your first demo" icon="layout-grid" href="/build/demo">
    Capture your app and turn the captures into a demo.
  </Card>

  <Card title="Creating flows" icon="workflow" href="/build/flows">
    Edit the flows and steps in a demo you created from a template.
  </Card>
</CardGroup>