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Open Smart P&ID.
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Verify that the correct plant structure is selected.
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Select File > New Template.
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Select File > Page Setup.
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Choose the sheet size in the Standard option and then select OK.
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Select File > Properties.
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On the Units tab, select a unit in the Length, Angle, and/or Area Readout boxes to specify the default units of measure, and then select OK.
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Select Edit > Insert > Object.
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Verify that Link is selected if you want the border file linked, or clear the Link check box if you want to embed the file.
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Select the border to use, select Open, and then select OK.
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Select File > Save.
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Type the name for the template in the File Name box.
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Save the template border in the default templates location defined in Options Manager.
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Select Save.
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Select File > Exit.