• 1- From your Home screen, click on the Vault on the left Nav bar

  

Choose the Vault where the Template will reside

Click the "Add New" icon in the top right corner

If you know the name of the Template, you can enter it into the Search box.

If do not know the name of the Template, or want to explore the Templates that are available to add to a Vault, scroll/click on the appropriate Category in the left column

The Template will then appear. Name the Template, add any attachments and/or complete any required Action Items. Click the X in the top right corner to save and close the Template