How-to: Document templates

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Template available: SOA Request Brief

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To create document templates in your Claras account:

  1. Click into Templates > Documents
  2. Click Browse library
  3. Put the following code in the search bar: H89BP9

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  1. Select the template and click the “Use template” button

You’ll now have your own copy of the document template. Learn more here.

How-To: File Note templates

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Templates available: Discovery Meeting | Review Meeting | ‣

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To use File Note templates in in your Claras account:

  1. Copy the contents of one of the templates below (use the copy button at the top of the block)
  2. In Claras, click into Templates > Meetings
  3. Copy one of the base templates from the dropdown at the top of the page
  4. Rename the template - eg. Discovery Meeting (v1)
  5. Select and delete all the content in the Template outline
  6. Paste the new template content from step 1
  7. Click the Agenda tab and generate a new agenda