Keeping track of client information, files, and reports can be a daunting task. Without proper organization, things can spiral into a snowball effect, making the process even more challenging.
Thankfully, Templi makes client management simple and efficient. In this guide, I’ll walk you through everything you need to know to manage clients, their files, and reports effectively.
How to Create a Client
When you log in to Templi, navigate to the Clients section in the panel on the left. Here, you’ll see a list of all the clients added by you or your team.
Creating a New Client
Click the “Create New +” button in the top-right corner.
Fill out the relevant fields. (A client must have at least a name to be created.)
Pro Tip: The client information you add here will be used later when writing reports in Templi.
Deleting a Client
If you need to delete a client, click the three dots at the end of the client’s row and select “Delete.”
Important: Deleting a client will remove all associated information, including uploaded files and reports. Be cautious with this action.
Look at our quick demo here:
Using the Client Panel
Once you’ve created a client, click on their name to open the Client Panel, where you’ll find four tabs:
Dashboard: An overview of the client’s reports and quick access to templates.
Suitability Reports: A detailed list of all suitability reports written for this client.
Client Files: A repository of all uploaded files for the client.
Client Details: Where you can edit the client’s basic information.
1. Dashboard
The Dashboard provides a quick summary of the client’s activity. Here you’ll see:
A preview of the last three reports written for the client.
A button to “View All Templates”, giving access to all published report templates available for this client.
Note: You cannot write a report from a template that is still in “draft” mode.
2. Suitability Reports
The Suitability Reports tab allows you to:
Review all reports written for this client.
See who created each report and when.
Edit or delete specific reports as needed.
3. Client Files
Client Files are critical to the report-writing process. Templi uses these files to generate accurate and tailored reports, so keeping this section organized is essential.
Adding Files
To upload a file:
Drag and drop files into the Files Box or click “Select Files” and choose the files from your device.
Ensure the files are in the correct format and under the size limit.
File Formats and Capacity
Allowed Formats: PDF, Word Documents (.doc), Text Files (.txt), Excel Sheets (.xlsx), and Images (.jpg, .png).
Maximum File Size: 10MB per file.
What You Can Do in the Client Files Tab:
Review all uploaded files.
See who uploaded each file and when.
Check the status of each file (e.g., ready to use or still being analyzed by Templi's AI).
Delete unnecessary files.
Tip: Only upload files that are relevant to the reports you’re working on. Uploading unnecessary files may slow down your workflow.
Check our quick demo here:
4. Client Details
The Client Details tab contains the same form you filled out when you created the client.
To edit:
Update the relevant fields.
Click “Save” to apply your changes.
With Templi, managing client information, files, and reports becomes a streamlined process. By mastering the Client Panel and its tabs, you can stay organized and focus more on delivering value to your clients.
I hope this guide has been helpful! Let me know if there’s anything else you’d like to learn about managing clients in Templi.