Templates
Here’s everything you need to know about templates.
7 articles
- Introduction to templates on ConnieThis is a brief introduction to templates on Connie. When does it make sense to create templates and what are the benefits of templates.
- Creating a template for frequently used documents & contractsTemplates save time when creating and sending contracts or documents. Use them for standard agreements or frequently used files.
- Connie's templates: what we share and how to use themWe share document and contract templates with you on Connie. Here's what you can expect.
- How to use Connie's templatesNot sure where to start? Our ready-made templates are here to help.
- How to hide templatesYour template list can grow quickly. This article explains how to hide templates you no longer need – either all Connie templates at once, or specific ones individually.
- Customise a template shared by ConnieConnie provides a set of ready-made templates to help you get started. This article explains how to make a copy and adapt one to your needs.
- Permissions explained: Manage templatesThis article explains how template permissions work in Connie and what team members can do depending on their access level.