Templates: in Kalix, templates are pre-formatted "stencils" or "forms," that serve as a starting point for new documents. They are general and cannot be linked to a particular client in Kalix. The idea of templates is to create pre-formatted forms that you use over and over again for different clients.
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​Documents: in Kalix, a document is linked to a specific client and contains client-specific information.
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In Kalix, you create templates (or add them to your account from the template library) to use as the basis for new documents. Click here for further details.
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Then you create a document for a particular client using your saved templates.
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A way to tell if you have a template or a document is the title. If you see it ends with "(Template)," this is letting you know that you are looking at a 'Template' in Kalix.

A document will just list the form's name. You can associate a client with a document.