Templates define the structure of common outputs: how a contract summary should be organized, what sections a compliance report must include, how a client letter should open and close. Your administrator configures templates based on your firm's standards. Agents use them automatically when producing the relevant type of output.
When you ask an agent to produce a document or summary, it uses the template configured for that output type. This means outputs from the same agent will have a consistent structure, which makes review faster and makes it easier to spot anything that needs attention.
If your firm frequently produces a type of document that does not yet have a template, ask your administrator. Templates can be added or adjusted to reflect your firm's standards without affecting other parts of the platform.
When a template is updated, existing work in progress continues to use the previous version. New tasks use the updated version. The version used for any given output is visible in the output detail view.
Platform features and interface are subject to continuous improvement. Descriptions in this guide may not reflect the exact layout or wording of the latest released version.