Step-by-step instructions
Navigate to Templates module
Click "New Template" button
Enter template details:
Name: Descriptive name (e.g., "Liquidation Deed - Standard", "Property Sale Contract - Residential")
Category: Select from dropdown:
Notarial Deeds
Contracts
Clauses
Letters
Or create new category
Description: Explain template purpose and usage (e.g., "Standard liquidation deed for Belgian SA/NV companies with 18 variables")
Add template content: Paste existing document text
Click "Save Template"
Template immediately available in template library
Practical example
Senior notary Marie Lefevre creates office-standard liquidation template from her most recent successful deed. She clicks "New Template", names it "Liquidation Deed - Standard", selects category "Notarial Deeds", adds description "Standard liquidation deed for Belgian SA/NV companies - includes tax optimization clause and creditor notification requirements". She pastes her 8-page liquidation deed content with 18 variables across the document: {{company_name}}, {{registration_number}}, {{liquidator_name}}, {{liquidation_date}}, {{registered_office_address}}, {{share_capital}}, {{creditor_count}}, {{asset_value}}, {{liability_total}}, {{settlement_amount}}, {{tax_id}}, {{commercial_court}}, {{publication_date}}, {{assembly_date}}, {{notary_name}}, {{notary_office}}, {{witness_1_name}}, {{witness_2_name}}. All 7 notaries in her office can now use this template, reducing liquidation deed drafting from 2 hours to 15 minutes.
Notes and limitations
Variable format: Variables are best recognised when they follow
{{variable_name}}syntax supported. However, the module is made to automatically recognise the spaces and fields where a variable should be identified.No formulas: Variables are simple text replacements - cannot calculate or execute logic
Content format: Plain text or basic formatting - complex tables/formatting may not preserve
No multi-document upload: Create templates one at a time (no bulk import)
Template size: No documented limit but keep under 50 pages for best performance
No template validation: System doesn't check if variables make sense or are complete
Tags are free-form: No predefined tag list - you create tags as needed
Category structure: Cannot create nested categories (single-level only)
Immediate availability: Templates active immediately after creation (no approval workflow)
FAQ
Q: What file formats can I upload for templates?
A: Document should be a Word (DOCX) file.
Q: How do I add variables to my template?
A: Once you have opened your template, you can add a variable by clicking on the right side of your screen on "add variable". You can also drag & drop existing variables directly within your text if these variables exist in your variables library.
Q: Can I create templates from existing documents in my Library?
A: Not directly - there's no "Create Template from Library Document" button.