The grid on the right lists all the document templates on your database ...
Workbooks templates can be used when compiling emails, documents (Google Documents) or Notes. If you regularly send out emails which have similar content or want to create documents or Notes in the same format, you'll benefit from setting up Templates.
By default, Templates are private to their creator but they can be shared by amending the Sharing Permissions within the padlock icon in the top right-hand corner.
Not only will this feature improve productivity but it will also enforce consistent and a high-quality output.
Workbooks supports the creation of three types of Template:
Templates can be entered by typing directly into the body and formatting the text or can be entered as HTML and can include links to images and URLs in your Upload Library.
To see existing Templates click Start > Marketing > Templates, which opens the Templates Landing Page. You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views.
For more information on customising views click here.