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Templates & editor

Manage templates

Duplicate, edit, archive and delete templates, and control which teams can use them.

Written By Sebastian

Last updated About 6 hours ago

Once you have several templates, keep them tidy: give each a clear name and description, control which teams can use them, and archive the ones you no longer need.

Available on all plans · Owners, Admins and Editors manage templates [CHECK]

Find templates

Go to Templates. Search by name, filter the list, and star the templates you use most so they appear first in the template picker and under Favorites in the sidebar.

Edit a published template

Open the template, make your changes and publish again. [CHECK: does editing unpublish?]

Changes only apply to documents created afterwards. Documents that already exist aren't updated.

Duplicate a template

Open the … menu next to the template and choose Duplicate. Use this to create a variant, for example an English version of a German contract, or to try out bigger changes without touching the live template.

Control who can use a template

In the template's settings, choose the teams that can use it. Only members of these teams, plus Owners and Admins, see the template when creating a document. When creating a document from a template, Managers and Limited Managers can choose templates assigned to their teams. Managers can also upload and edit Word documents or create and edit documents from scratch; they cannot edit the text of template-based documents. See User roles and permissions.

Archive or delete a template

  • Archive a template you no longer use. It disappears from the template picker, but documents created from it are unaffected. [CHECK]

  • Delete a template only if you're sure. Documents created from it stay, but the link to the template is lost. [CHECK]

Reuse clauses across templates

There's no clause library, so you can't share one clause between templates and update it in one place. Instead, build one master template and use conditions to switch between variants, or duplicate a template and adapt the copy. See Conditions: show or hide content.

Good to know

  • Templates don't have a version history. Before big changes, duplicate the template as a backup.

  • Write a short description for each template. It's shown in the template picker and helps colleagues choose the right one.

  • You can't share templates between fynk accounts. To reuse a template in another account, download it as Word and import it there. [CHECK]

  • A template that contains a pre-signed signature is locked. See Pre-sign templates.

  • If you deleted a template by mistake, contact support. Deleted templates can be restored within 10 days.

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