How to create a new template

Learn how to create a new template following the steps below.

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.

Step 2: After navigating to the "Document templates" page, click on "Add template" on the top right-hand side of your screen.

Step 3: You will be redirected to step 1 of 3, where you will set up the document by adding a template name, selecting an item type (Description, Files, Invoicing & Conditions, and Mandate Explanation) and language, creating a description (for internal use only), and, under "Fields & Text," you can enter and format the contents of the template. If you don't want to assign the templates to any buildings at this time, click on "Continue without assigning," but if you want to make the template a default for specific buildings, click on "Assign buildings" and follow the steps below.

Step 4: The second step to creating a template is to select buildings. You can filter the available buildings using the search bar, as well as the Fund, Portfolio, and Templates filters. To assign the buildings, click on the plus sign on the last column. If you need to remove a building from a template, click on the minus sign that will appear once the building is assigned. 

Step 5: The last step when creating a new template is to review all the information that has been added to make sure that the document is ready for use. If you want to make any changes, click on "Edit" and you will be redirected to the previous step(s). However, if you are done, click on "Save template."

If you have any questions, please contact our Support team.

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