> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valaclaims.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Find reusable documents, questionnaires, reports, and messages.

## Overview

Templates is the Vala workspace for reusable materials. Its views are <strong>Documents</strong>, <strong>Questionnaires</strong>, <strong>Reports</strong>, and <strong>Messages</strong>.

<Note>
  <strong>Templates > Reports</strong> is available only when AI is enabled for your organization.
</Note>

## When to use

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

## Prerequisites

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

## Step-by-step

<Steps>
  <Step title="Open Templates">Select <strong>Templates</strong> from the global navigation.</Step>
  <Step title="Choose the right view">Use <strong>Documents</strong>, <strong>Questionnaires</strong>, <strong>Reports</strong>, or <strong>Messages</strong> based on the reusable item you need.</Step>
  <Step title="Verify before use">Review the item and follow your organization's approval process before using it in a Client workflow.</Step>
</Steps>

## 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.

## 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

## Related pages

<CardGroup cols={2}>
  <Card title="Reports" icon="file-lines" href="/core-workflows/reports">Understand report templates and generated report outputs.</Card>
  <Card title="Forms and vSign" icon="signature" href="/core-workflows/forms-and-vsign">Use a form in a Client workflow.</Card>
</CardGroup>