Templates & creation
Create a reusable template
Prepare the wording once, then create separate drafts.
Author and editorial owner: Ovidiu Robotin · Updated
Steps to follow
- Open Templates and choose “Create a starter template”. You need permission to author templates.
- Name the template. Review the document definition, field schema and clauses in the editor; the current editor uses JSON for structured definitions.
- Choose “Save draft”, then “Publish a version” to freeze the reviewed wording.
- Choose “Make available” separately so the published version appears in the library for use.
- Create a test draft, inspect the populated fields and verify the wording before using the template for customer work.
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