---
title: Creating and Editing Drawing Templates
description: "  See also: Batch updating drawing templates"
---

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# Creating and Editing Drawing Templates

## Explore how to create and edit drawings for sash windows, casement windows and doors.

### **Key Points: Creating and Editing Drawing Templates**

**1. Access the template editor**  
From the main page, navigate to **pricing & config**, then **DrawingBoard config**, then **drawing template**, and click **template editor**, on the right. 

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-07-41-21-0590-AM.png?width=670&height=774&name=image-png-Sep-25-2024-07-41-21-0590-AM.png)

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-07-41-31-5951-AM.png?width=413&height=55&name=image-png-Sep-25-2024-07-41-31-5951-AM.png)![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-07-41-35-6195-AM.png?width=128&height=121&name=image-png-Sep-25-2024-07-41-35-6195-AM.png)

**2. Edit or delete an existing template**  
Templates are divided into **three categories**:

Sash windows  
Casement windows  
Doors

To **edit** an existing template, click the pencil icon next to the template. To **delete** the template click the dustbin icon.

**3. Create a new template**  
There are **three ways** a new template can be created:

Click add new at the bottom of the relevant section  
Click import to use an existing drawing from a lead, quote, or order  
Click the copy button in the top right corner of an existing template

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-07-45-46-2702-AM.png?width=218&height=117&name=image-png-Sep-25-2024-07-45-46-2702-AM.png)  
In **DrawingBoard**, make any required changes.

 

**4. Saving a template**  
Before saving, click **H&S notes** in the Explorer menu. In property editor, use **drawing label** to set a name for the template, and **template group** determines which sub-category the template will appear under, e.g. "Stormproof casements".  This can either be an existing template group, or a new one.

![](https://knowledgehub.endtoendit.com/hs-fs/hubfs/image-png-Sep-25-2024-07-49-33-9307-AM.png?width=670&height=303&name=image-png-Sep-25-2024-07-49-33-9307-AM.png)

 

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