Managing custom templates

Managing custom templates

The Templates tab is where you can utilise default templates to create your own bespoke content and systems in the portal. To start, navigate to  Main menu >  > Templates.
  1. Documents in this tab are used to create templates for bespoke services
  2. Use the Generic Templates folder to create portal documents from scratch
  3. Use the Starter Kits to amend our suggested content for specific services and save as Templates for your firm to use

Warning!
Do not use Gap Forms or Templates to request credit card or payment details!
Note
Don't recreate the wheel! If you are simply wanting to create a customised version of a Gap document, your administrator can do this via the Versions  feature within the portal form.

Generic Templates vs Starter Kits

  1. The Generic Templates folder contains blank templates following the same systematised process as our bridges
  2. The Starter Kits folder has templates with content which need to be customised prior to using
  3. To see the contents of a folder, click expand  button on the right-hand side of the folder
  4. You can Preview  or Copy  default templates; these cannot be deleted

Creating a Template

Attention
Do not include client-specific information when creating a Template.
  1. Click on the New Template button at the top right of the Templates tab.
  2. Select a Template from the dropdown in the popover prompt.
  3. Click to either preview this Template or edit it. 
  4. Update the Template Name and select a folder and/or subfolder to save the Template into from the dropdowns. You can also create a new folder or subfolder from the dropdowns. If a folder isn't selected, the Template will save to the Templates tab.
  5. Edit the Template as required.
  6. Preview the Template then click Save.
Your Template will now be available for all firm users to use from the location you saved it to.

Important info
Templates autosave every 30 seconds while you're working on them.
Note
The Template Name is  visible to your clients as it will appear in the name of the PDF document.

Editing a Template

  1. Click the Action  menu > Edit  button next to the Template you wish to edit.
  2. Edit the Template.
  3. Click Preview to review the Template.
  4. Click Save.
Attention
If a user is currently editing a Template, the  Edit   and  Delete   buttons will be disabled for all other users until this user saves or cancels the editing action.

Deleting a Template

  1. Click the Action  menu > Delete  button next to the Template you wish to delete.
  2. Click OK on the popover prompt.
  3. Note: This action deletes the Template for all users.
Warning!
Deleting Folders and Subfolders is a firm-wide action and will delete all of their contents. This action is irreversible. 

Using a Template 

  1. Navigate to the Main menu >  > Templates tab or use the Search  feature on the left-hand side of the Main menu toolbar to find the Template you wish to use.
  2. Click the name of the Template.
  3. Select a client, then review the content of the Template and tailor it to the specific client if required.
  4. Click the Preview button to review the document.
  5. Click Next or Action and follow the prompts on the next page to send the document to the client or download a PDF.
Attention
Edits made in this mode will not save to the Template.

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