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Templates

Templates are used for faster creation of new recurring legal documents.

In Template register, we save frequently used legal documents that we can later use, edit, or download.

HINT

For practical use cases showing how to use Templates see the chapter Registers in user manual.

We access Templates in PANTHEON Web Legal Registers menu.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Templates list
  3. New document form

1. Toolbar

Toolbar contains below features:

New

Opens the form to save new Template

 

2. Template list

List of all saved Template document with below features.

Number Document internal number. Document gets internal number when is saved.
Name Template description.
Date Date when Template was saved to Template register.
Note Additional note about Template.
Download  Button to download Template locally, to your computer.
Edit  Button to edit Template.
Delete Button to delete Template.

 

3. New Template form

Form to enter a new Template with below features. It is opened with the New button in Toolbar.

X Close the form without saving the data

Form for adding new documents. It is possible to add documents using the drag and drop function or by selecting files through the file manager.

Dotx and Docx files are supported.

Cancel Close the form without saving the data
Upload Button to upload the selected file to the Template registr.

 

 

 

 

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