Templates

In simple words

Templates is part of Legal & Documents. Reusable blocks and layouts. This guide takes you through it in 6 short steps.

Where it fits in your work — Create. Generate the document from a template for a person or company.

Before you start

• You need to be signed in to your company's workspace. Legal & Documents appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Templates belongs to Templates & workflows in Legal & Documents. Reusable blocks and layouts.

Step by step

1. 1

   Step 1

   Open Legal & Documents

   Sign in and open the Legal & Documents panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Templates”

   In the left menu, click “Templates”. The “Templates” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
5. 5

   Step 5

   Add a new one

   Click “New Template” to add one. A form opens for the details.

6. 6

   Step 6

   Done

   Reusable blocks and layouts.

Tips

• The search box accepts: Search this list…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Legal & Documents → Open “Templates” → Find what you need → Narrow the list → Add a new one → Done

What it connects to

• HR & Payroll

  Employment documents.

• Digi Locker

  Store signed originals securely.

• SOPs & Policies

  Policies that need a signature.

What you will see on this screen

These are the parts of the Templates screen, exactly as they appear in the product.

Why use Legal & Documents

Legal & Documents replaces document generation & e-signature tools, on the same login and the same data.

• Professional documents in minutes, from templates
• A clear record of who approved and signed what
• Approval chains per document type
• Everything in one library, with history

Who uses Legal & Documents

• Legal & admin

  Maintain templates, workflows and the document register.

• Document authors

  Create documents from approved templates.

• Approvers & signers

  Review, approve and sign.

• Everyone else

  Read documents shared with them.

More in Templates & workflows