Templates
What templates are
Templates are reusable text snippets shared across the workspace.
They live in Settings → Templates and give the team a fast way to reuse common language without rewriting the same starting text on every deal.
Use them when the team repeats the same wording often enough that typing it from scratch becomes wasteful.
Typical examples:
- standard request language for missing schedules or consents
- recurring task descriptions
- repeated project kickoff text
- manual draft starters for common review situations
Reuse the starting language, not the judgement
Real deal example: reusable request text
A legal team may use the same opening wording for customer-contract follow-up requests on every deal. A template stores that starting language so the reviewer can insert it quickly, then adapt the final ask to the specific evidence and issue in front of them.
What a template contains
Each template has:
- Name — the label shown in the templates list
- Body — the reusable text itself
- Author — who created it
- Created date — when it was added
What you can do on the page
The Templates page lets workspace admins and other permitted users:
- view the full template list
- create a new template
- edit an existing template
- delete a template
How teams typically use templates
Templates work best as repeatable starting blocks for everyday drafting.
Examples:
- a seller request asking for a missing schedule and all amendments
- a diligence-task description for customer concentration review
- a standard internal note for unresolved consent issues
- a reusable manual report paragraph opener
The value is speed and consistency. The team keeps its preferred wording close at hand and then edits from there.