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Pleadings & editor · Schreiben und Vorlagen

Templates: firm playbook, agents and document templates in one place

The Templates page brings together the firm playbook, agents and document templates; you choose firm templates under “From template” when creating a document.Enlarge image

Under the line “Everything that sets your work or takes it off your hands”, the Templates page combines three tabs: firm playbook, agents and document templates; the Document templates tab is shown. It states that you choose and manage firm templates under “From template” when creating a document. Two buttons lead directly to “Write documents” or to the selection of firm templates, and a collapsible “Guides” section explains the process. This way you do not have to search for where templates and firm guidelines are kept.

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