How-to: Document templates

<aside>

Template available: SOA Request Brief

</aside>

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

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

<aside>

Templates available: Discovery Meeting | Review Meeting | ‣

</aside>

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