What are templates for?
Templates are the foundation of your use of Tomorro. Well-configured templates ensure optimal operation and a significant gain in efficiency for you and your teams.
Templates are the types/categories of documents & contracts that you will archive, generate, sign, and track in Tomorro.
Thus, you could have two types of templates:
those for which you have your own templates according to your core business: HR contracts, NDAs, Customer contracts, Partnership contracts, SLAs, etc ...
those for which you do not have a template, but which are types of documents/contracts that you still want to manage and archive in Tomorro: supplier contracts, for example, for which it is often the supplier's template but it's essential to be able to archive and track them in Tomorro to have reminders for tacit renewals, for example.
How to do it?
To get started, click on "Templates" from the left menu as shown in the image below :
Then click on "New template" at the top right of the page to create a new template.
The options
Here you are in the template interface and there are several possibilities depending on what you want to do:
Start from your own template (in .docx format) and then set it up in Tomorro
Start without a document to :
Manage contracts for which you do not have a document
Create a template starting from a blank page in Tomorro
Use a free community template
Click on any of the options to learn how to set them up very easily.
Publish the template
Whatever option you choose and once you have set up your template, with a document or without any document, in order for it to be usable by you or members of your organization to create projects, it is necessary to click on "Publish template", at the top right of the page.
Note that all changes are automatically saved.
If you left the page and forgot to publish your template or don't want to publishyour template right away, you'll find it in the "Drafts" section:
Note that templates that have a draft status cannot be used for a project. Only published templates can be used by you and all members of your organization when creating a new project.
Go further in template management
Consult the corresponding articles to optimize your template settings and get a head start in managing and automating your documents.
Workflows
For each of your templates, you have the ability to define approval rules.
To learn more, go to this explanatory article.
Details
Manage the automatic archiving of your documents but also the structure and information of the summary sheet of each document created from this template.
Participants
Choose a default manager or the rights of your collaborators on the document.
User rights
Manage who will be able to use this template or not.
More in this article: User rights for my template.
Editing rights
Decide if collaborators will be able to edit, comment or make suggestions on the document when using your template.
More in this article: Manage editing rights.