> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.optis.me/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).

# Use option set templates

1. [OPTIS Product Options, Variant](/product-options)
2. [Getting Started](/product-options/getting-started)

# Use option set templates

Templates let you publish product options quickly, starting from option sets crafted by Shopify experts and optimized for a great customer experience and conversion. You can also save your own option sets as templates and reuse them.

Open **Templates** in the left menu of the app.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/1/5/2/b15262ffc8880000/81ff52d1-4c0e-4880-a058-e40196_1kal48e.png)

## OPTIS templates

The **OPTIS templates** tab shows ready-made option sets as cards. Each card shows the template name and how many options it has (for example, "5 options").

![](https://storage.crisp.chat/users/helpdesk/website/-/d/1/c/b/d1cb87cb53d8d800/df3c0605-e0bd-4c03-9498-aa50fc_13s45u.png)

* Use **Search templates** to find a template by name.
* Use the **Filter templates** button to filter by **Categories**. Click **Clear** to remove the filter.
* Click a card to see the **Template preview**. The preview shows the options on a sample product.
* Click **View demo** to see a live demo of the template.
* Click **Apply** to start a new option set from the template. The editor opens with the template's options already added. Change whatever you need, choose the products, and click **Save**.

## My templates

The **My templates** tab lists the templates you created, with the columns **Template**, **Updated** and **Actions**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/3/f/7/63f72a3a30cb7c00/3ebc3e75-7fb5-49a3-91e5-6a1f5e_s5ktj7.png)

* Click **Create template** to build a new template in the editor.
* Use **Edit**, **Delete** and **Apply** on a template row.
* Tick several templates to use **Duplicate templates** or **Delete templates**.

### Save an option set as a template

You can turn any option set into a template:

* On the **Option sets** page, click **Save as template** in the **Actions** column of the option set.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/9/6/c/696c17f9ce96d400/f3463207-c0f2-4ff1-8f76-c59e13_4qjnyj.png)

* Or, in the option set editor, open **More actions** and choose **Save as template**.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/1/1/0/9110c57bdf044800/e5db091a-db58-4a72-bd03-2a6aa2_1pktmyf.png)

Enter a **Template name** and click **Save as template**. The template then appears in **My templates**.

## Use templates while you edit an option set

You can also add ready-made options to an option set you are editing:

1. In **1. Add options**, click **Add option**.

![](https://storage.crisp.chat/users/helpdesk/website/-/3/3/3/1/333194e594f40400/6441fecb-b520-40c3-8a87-628060_ne0559.png)

1. In the **Add option** window, choose the **OPTIS templates** or **My templates** tab (the **New options** tab lists the option types).

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/3/2/833279128fe60000/887d8c68-72f8-40cf-8b89-1255c7_1whk1rh.png)

1. Search for a template, or use **Filter by option type**, then tick the templates you want and click **Add options**.

![](https://docs.optis.me/~gitbook/image?url=https%3A%2F%2F1821185975-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FRFiuDpHWm2HwzxPH4lfM%252Fuploads%252Fur7FNMiBQygBROY8Ml7i%252FScreenshot%2520%2845%29.png%3Falt%3Dmedia%26token%3D071ffea1-e89d-41c6-820c-d24c01fc576b&width=768&dpr=3&quality=100&sign=cbfdc5207bc09438fa2dd2370e331f7b&sv=3)

**Note:**

* The template is designed to help you create an option set quickly. Once a template has been added to an option set, you’ll need to update that option set directly when making changes.
* Templates are mainly useful for creating multiple option sets that use the same options. However, changes made to the template will not automatically sync with option sets that have already been created from it.