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:
- Click into Templates > Documents
- Click Browse library
- Put the following code in the search bar:
H89BP9

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