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Overview

Templates is the Vala workspace for reusable materials. Its views are Documents, Questionnaires, Reports, and Messages.
Templates > Reports is available only when AI is enabled for your organization.

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When to use

Use Templates when you need to find or manage a reusable item for an approved workflow.

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Prerequisites

  • Access to the correct organization
  • The permissions required for the template or view you need

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Step-by-step

1

Open Templates

Select Templates from the global navigation.
2

Choose the right view

Use Documents, Questionnaires, Reports, or Messages based on the reusable item you need.
3

Verify before use

Review the item and follow your organization’s approval process before using it in a Client workflow.

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Best practices

  • Choose the reusable item that matches the approved workflow.
  • Verify Client-specific information before using a reusable item.
  • Keep reusable report templates distinct from generated report outputs.

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Common mistakes

  • Looking for older labels such as Library, Web Forms, or Message Templates
  • Treating a reusable report template as a generated report
  • Using a template without confirming the organization and workflow

Reports

Understand report templates and generated report outputs.

Forms and vSign

Use a form in a Client workflow.