Templatise is a Microsoft Word add-in designed to simplify and enhance the creation and management of document templates. It allows users to work directly within Word to build dynamic templates that can incorporate variables, conditional content, and data from external systems, such as CRMs, ERPs, and public registries. With Templatise, you can automate repetitive tasks, ensuring that documents are accurate and tailored to each specific case or need. Additionally, the platform supports multi-language templates, making it ideal for organizations that work across multiple regions. By integrating seamlessly into Word, Templatise minimizes disruption to your existing workflows while providing a robust, user-friendly solution for document automation. 

Templatise operates as a Microsoft Word add-in, allowing users to create and fill out document templates directly within Word, using familiar tools. Templates can be customized with dynamic content such as variables, conditional clauses, and data from external sources like CRMs, ERPs, and public registries.

While template creation and filling occur within Word, there is also a dedicated web portal for managing key aspects of the system. The portal is where company admins can manage integrations, workspaces, user roles, billing, and data lists, ensuring seamless connectivity with external systems. This two-part structure—Word for template work and the web portal for management—provides an efficient and organized approach to handling both documents and system integrations, making Templatise a powerful and flexible tool for document automation.
 

Templatise is designed for professionals and organizations that require efficient document creation and management, particularly those who frequently work with legal, financial, or business documents. Law firms, for example, can benefit from automating contracts, agreements, and other legal documents, reducing manual effort while maintaining accuracy. Corporate teams in HR, sales, and compliance can also streamline workflows by using customizable templates for contracts, employee documentation, or client agreements. In addition, public sector organizations and government agencies handling large volumes of forms and official documents can improve efficiency through dynamic templates and seamless data integration. Templatise’s support for multi-language documents and external system integration makes it particularly valuable for international organizations and teams working with diverse data sources. Ultimately, anyone who needs to automate and streamline document-heavy processes can significantly benefit from Templatise.
 

Getting started with Templatise is simple. First, you can install the Templatise add-in directly from the Microsoft Word Add-ins Store on the web, or right inside Word - read more. Once installed, you’ll have access to the Templatise panel within Word, allowing you to start creating templates with dynamic fields and data integration capabilities. To manage your workspaces, data sources, user permissions, you can log in to the Templatise web portal, where you can set up your user roles, connect external data sources, and manage billing. New users are encouraged to explore the documentation and tutorials provided in the portal, which offer step-by-step guidance on using the platform. If you need further assistance, Templatise offers personalized support and onboarding sessions to help you get up to speed quickly. With these resources, you can easily integrate Templatise into your workflow and start automating your document processes. 

Templatise offers a range of powerful features to simplify and automate document creation within Microsoft Word. Key features include:

1. Dynamic Templates: Create templates with variable fields, allowing documents to be automatically customized based on user input or external data.
2. Conditional Content: Use "Show/Hide" features to control which clauses or sections appear in a document, ensuring tailored outputs for different scenarios.
3. Data Integration: Seamlessly pull data from external systems such as Microsoft Entra ID, CRMs, ERPs, and public registries directly into your Word templates.
4. Multi-language Support: Manage multiple language versions of your documents within a single template, perfect for international organizations.
5. Security & Role-Based Access: Protect your sensitive documents with advanced encryption and manage who can create, edit, or fill templates via role-based permissions that can be easily integrated with Microsoft Entra ID.
6. Web Portal: Use the Templatise web portal to manage user roles, data sources, billing, and integrations with other systems.

These features make Templatise an ideal solution for automating complex document workflows while ensuring accuracy and efficiency.

Yes, Templatise offers a free tier that allows users to explore all the platform's features with a single template. This always-available tier is perfect for testing out Templatise's capabilities, including dynamic templates, data integration, and conditional content, without any upfront commitment. You can experience how the platform works, create a fully functional template, and see how it integrates seamlessly with your existing systems. If you’re ready for more advanced use, you can easily upgrade to a paid plan with additional templates and features. The free tier is an excellent way to familiarize yourself with Templatise and assess how it can streamline your document workflows. 

Templatise provides a range of pricing plans to suit different types of users:

1. Basic (Always Free):

• 1 Template
• Unlimited Users
• Unlimited Integrations
• Ideal for small teams or individuals looking to explore the core features of Templatise without commitment.

2. Pro (49 USD/month, billed annually or 69 USD/month billed monthly):

• 10 Templates
• Unlimited Users
• Unlimited Integrations
• A great option for small to medium-sized teams that need additional templates and more flexibility in their document workflows.

3. Team (249 USD/month, billed annually or 349 USD/month billed monthly):

• Unlimited Templates
• Unlimited Users
• Unlimited Integrations
• Features include Workspaces, Template Approval, Microsoft Entra ID Integration, and External User Access, making it a comprehensive solution for larger teams.

4. Enterprise (Custom Pricing):

• This package is designed for large organizations that require additional support, custom integrations, and personalized services. It includes all the features of the Team plan plus premium support, dedicated account management, and custom solutions tailored to meet the specific needs of your company.

The range of plans ensures flexibility, from free options for smaller teams to customized enterprise-level solutions for companies needing advanced services and support.
 

Installing and setting up Templatise is a straightforward process:

1. Install the Add-In:

• Go to the Microsoft Word Add-ins Store and search for "Templatise"
• Click Install to add the Templatise add-in directly into Word.

2. Launch Templatise:

• Once installed, open Microsoft Word. You’ll find the Templatise toolbar in the Word ribbon.
• Click on the Templatise icon to launch the add-in within Word.

3. Sign Up or Log In:

• Users can simply log in using their Microsoft credentials that are already used for their Microsoft Office account. 

For more assistance, detailed documentation and tutorials are available on the Templatise website 

Yes, Templatise is highly compatible with other software and tools. Since Templatise works as a Microsoft Word add-in, it generates pure Word documents (.docx), which means these documents can be easily opened, edited, and saved using any system that supports Word files. Whether you store them locally, in cloud services like OneDrive or Google Drive, or within document management systems (DMS), Templatise documents are fully portable.

Additionally, Templatise integrates seamlessly with external data sources like Microsoft Entra ID (formerly Azure AD), Brønnøysundregisteret, CRMs, ERPs, and more, allowing for data to be pulled directly into templates without needing to leave Word. This flexibility ensures that users can maintain compatibility with existing systems, ensuring that their workflows remain efficient and customizable.

In summary, Templatise not only works within Microsoft Word but also ensures compatibility with various external tools, making it a highly versatile solution for document creation and management.
 

You can find detailed documentation and tutorials for Templatise on their official website. These resources will guide you through everything from setting up Templatise to creating dynamic templates and integrating external data sources. The documentation covers a range of topics, including template creation, advanced features like conditional content, and portal management for admins.You can access the documentation here: Templatise Documentation​ - there are video tutorials and screenshots available to help you get started with Templatise's various features, including step-by-step guides on setting up variables and managing templates. 

Templatise offers multiple support options to ensure you get the help you need:

1. Email Support: You can reach out to the Templatise support team via email at info@templatise.it for any inquiries or technical issues.
2. Chat Support: For quicker assistance, Templatise provides a live chat feature on their website, where you can connect with a support agent in real time for immediate help.
3. Phone Support: If you prefer to speak directly with a support representative, you can contact the team by phone at +47 998 549 81.

These options provide flexible and accessible support to help with everything from onboarding to troubleshooting

Templatise prioritizes security to ensure the protection of your data and documents. All communications between Templatise and external systems are encrypted, safeguarding your information during data transfers. Any customer data stored by Templatise is fully encrypted, providing an extra layer of protection against unauthorized access. Internally, Templatise employs strict security protocols, including two-factor authentication (2FA), to control access to sensitive development environments and customer data.

Additionally, as a Microsoft Office add-in, Templatise undergoes a comprehensive verification process by Microsoft's team before being published to AppSource. This validation ensures that Templatise meets Microsoft's stringent security and compliance standards, providing you with confidence in its reliability and safety.

These robust security measures help ensure that your documents and personal information remain safe and compliant with industry standards. 

Templatise requires Microsoft Word 2019 or later to function, including compatibility with Word Online. It works seamlessly with both the desktop version of Word installed on your PC and the cloud-based Word Online platform. Additionally, you will need a stable internet connection to ensure smooth access to Templatise features, such as integrating external data sources and managing templates through the web portal. These requirements ensure that you can use Templatise efficiently in various environments, whether on a local installation or in the cloud.

Updating or upgrading Templatise happens automatically since it is a Software as a Service (SaaS) solution. This means that users always have access to the latest features, improvements, and security updates without needing to manually download or install anything. The Templatise team handles all updates on their servers, ensuring a seamless experience for users. This automatic update system ensures that you are always working with the most up-to-date version of Templatise. 

Reporting bugs or providing feedback in Templatise is easy and can be done directly within Microsoft Word. The Templatise add-in includes a dedicated "Leave Feedback" button that allows you to submit any issues, suggestions, or feedback without leaving the application. Simply click the button, fill in the details, and submit your report. This feedback is sent directly to the Templatise team, who will review and address it promptly. This streamlined process ensures that your feedback is heard and acted upon quickly to improve the product. 

Yes, Templatise offers on-demand training and workshops to help users get the most out of the platform. These sessions can be arranged upon request, and they are particularly useful for onboarding new users or exploring advanced features. Additionally, if you are subscribed to the Enterprise plan, personalized training and workshops are included as part of the package. This ensures that your team can fully understand and utilize all the features and integrations that Templatise provides.

For more information or to schedule a session, you can reach out directly to the Templatise support team.
 

Customizing templates in Templatise is a straightforward process that takes place directly within Microsoft Word, using the Templatise add-in. Here’s how you can do it:

1. Create or Open a Template in Word: You can start by drafting your document or opening an existing template in Microsoft Word.

2. Insert Dynamic Fields: Use the Templatise toolbar in Word to insert variables into the document. These can be text inputs, checkboxes, dropdowns, or even complex fields like tables and lists. The variables allow for dynamic customization based on user input or external data.

3. Use Conditional Content: You can insert "Show/Hide" fields to control the visibility of specific clauses or sections based on certain conditions. This is particularly useful for legal documents or contracts that require tailored content based on different cases or scenarios.

4. Integrate External Data: Customize your templates further by connecting them to external data sources, such as CRMs, ERPs, Brønnøysundregistrene, or Microsoft Entra ID. Data from these systems can be automatically populated into your templates, making the customization process even more efficient.

5. Multi-language Support: If you work in a multilingual environment, you can create and manage multiple language versions of the same template, ensuring consistent formatting and structure across languages.

6. Finalize and Test: Once you’ve added the necessary fields and customizations, test the template by filling in the data. This ensures everything works as expected before you begin using it for your workflows.

For detailed steps and advanced customization tips, you can refer to the Templatise documentation.​ 

No, importing your documents isn’t necessary. Templatise is an MS Word plugin, which means you work directly within MS Word to create and fill document templates. There’s no need to install a separate application. Simply go to the Add-ins section in MS Word, add Templatise, and start using it right away. 

No, you don't need to create a separate account. Templatise supports single sign-on (SSO) using your Microsoft Office credentials. This means you can log in seamlessly with the same credentials you already use for MS Office. 

Templatise provides a robust change management mechanism through its template promotion feature. This process allows you to manage updates to common templates efficiently while maintaining control over changes. Here’s how it works:

1. Create a Private Copy:

• A user who needs to modify a common template starts by creating a private copy of the template. This ensures that the original template remains unchanged and available to other users during the editing process.

2. Modify the Template:

• The user makes the necessary changes or updates to their private copy. This could include adding new clauses, updating language to comply with new regulations, or improving formatting.

3. Request for Promotion:

• Once the modifications are complete, the user submits a request for the template to be promoted. This request is sent to an administrator within your organization inside Templatise.

4. Admin Review and Approval:

• The administrator reviews the changes to ensure they meet organizational standards and comply with any legal or regulatory requirements.
• If the template meets all criteria, the administrator approves the promotion request, if not – request is rejected by admin.

5. Publish the Updated Template:

• Upon approval, the modified template is promoted and replaces the previous version (or added as a new one) in the common templates repository.
• All users now have access to the updated template, ensuring consistency across the organization.

Benefits of Using Template Promotion:

• Controlled Updates: Changes are reviewed before being made available to all users, preventing unauthorized or unintended modifications.
• Version Management: Keeps a history of template versions, allowing you to track changes over time.
• Collaboration: Encourages team members to contribute improvements while maintaining oversight. 

Yes, Templatise allows you to add as many language versions to your templates as you need. This feature is especially useful for organizations that operate in multilingual environments or serve clients from different countries.

Real-Life Examples:

• Multilingual Legal Documents: Suppose your law firm serves clients who speak both English and Norwegian. With Templatise, you can create a single template for legal contracts that includes both language versions. When generating a document, you can select the desired language, and the template will automatically populate the content accordingly. This ensures consistency and saves time compared to managing separate templates for each language.
• International Business Agreements: If you're drafting agreements for international clients, you might need to provide documents in multiple languages like English, French, and German. Templatise allows you to incorporate all these language versions into one template. This simplifies updates and ensures that all language versions are aligned, reducing the risk of discrepancies between different versions of the document.
• Compliance with Local Regulations: In cases where local laws require documents to be presented in the native language, such as employment contracts or compliance forms, Templatise enables you to generate the necessary language version quickly. This helps in adhering to legal requirements without the need for manual translations every time.

By supporting multiple language versions within a single template, Templatise streamlines the document creation process, saves time, and reduces the potential for errors that can occur when managing multiple separate templates.

A: You can achieve this by using the "Show/Hide" and "Show/Hide Group" variables in Templatise.

• Using "Show/Hide" Variable: If you want to display or hide a specific block of text based on certain conditions, you can use the "Show/Hide" variable.
  Real-Life Example: Suppose you're drafting a contract that includes an optional confidentiality clause. You can insert a "Show/Hide" variable for this clause. When filling out the template, you can choose whether to include or exclude the confidentiality clause based on the needs of the specific agreement.
  Learn more about "Show/Hide" variables
• Using "Show/Hide Group": If you want to display or hide multiple clauses simultaneously, you can use the "Show/Hide Group" variable. This is useful when dealing with sections that are conditionally included as a whole.
  Real-Life Example: Imagine you're preparing a service agreement that has a set of clauses applicable only to international clients, such as customs regulations and international shipping terms. By grouping these clauses with a "Show/Hide Group" variable, you can easily include or exclude the entire set based on whether the client is domestic or international.
  Learn more about "Show/Hide Group"

These features allow you to customize your documents efficiently, ensuring that only the relevant clauses appear in the final version.
 

Yes, Templatise allows you to display repetitive data such as tables and lists, and even provides nested functionality for more complex data structures.

Real-Life Examples for Lawyers:

• Listing Multiple Parties in a Legal Agreement: When drafting contracts or legal agreements involving multiple parties, you can use Templatise to create a dynamic table that includes each party's name, address, and role. This table will automatically adjust to accommodate as many parties as needed.
• Asset Distribution in Wills and Estate Planning: If you're preparing a will or estate plan, you often need to list various assets and designate beneficiaries. With Templatise, you can set up a table where you input each asset, its description, and the corresponding beneficiary. The table expands dynamically based on the number of assets involved.
• Organizing Exhibits or Annexes: Legal documents frequently reference multiple exhibits or annexes. You can create a list in Templatise that automatically updates with the titles and descriptions of each exhibit, ensuring all references are accurately documented.
• Nested Data for Corporate Structures: When detailing corporate structures, you might need to outline parent companies, subsidiaries, and affiliated entities. Templatise's nested list functionality allows you to represent this hierarchy clearly, adding levels as necessary.
• Multiple Case References in Legal Briefs: While drafting legal briefs, you may need to cite numerous cases or statutes. Using a list variable, you can input each citation, and the list will format them appropriately within your document.

You can read more about this variable type here: Table or List Variables 

You can control access by assigning appropriate roles to users within Templatise. This can be done on a per-user basis or by mapping roles from Microsoft Entra ID (formerly Azure Active Directory) to roles in Templatise.

Ways to Restrict Access:

• Assigning Roles per User in Templatise:
• Editor Role: Users with this role can create and modify templates.
• Filler Role: Users with this role can fill out templates but cannot edit them.
• Mapping Roles from Microsoft Entra ID:
• Seamless Integration: Map existing roles from Entra ID to roles in Templatise, allowing for centralized management of user permissions.
• Automatic Updates: Changes in user roles within Entra ID automatically reflect in Templatise, reducing administrative overhead.

Real-Life Example:

• Law Firm Scenario:
• Senior Attorneys: Assign the 'Editor' role so they can create and modify legal document templates.
• Junior Associates and Paralegals: Assign the 'Filler' role to allow them to fill out templates without the ability to alter them.
• Integration with Entra ID: Map the 'Senior Attorney' role from Entra ID to the 'Editor' role in Templatise, and 'Staff' role to 'Filler.' This ensures that as team members join or leave, their access levels are automatically managed based on their Entra ID roles.

By effectively assigning roles, you ensure that only authorized personnel can edit templates, while others can only fill them out as needed. This enhances security and maintains the integrity of your document templates. 

Yes, Templatise allows you to create custom integrations (data sources) with external systems directly through our portal. This powerful feature enables you to connect to your CRM, ERP, or other third-party databases to automatically populate your templates with up-to-date information.

Real-Life Examples for Lawyers:

• Fetching Client Details from a CRM: Suppose you're drafting a contract for a client whose information is stored in your firm's CRM system. With Templatise, you can set up a data source that pulls client details like name, address, contact information, and account history directly into your document templates. This ensures accuracy and saves time on manual data entry.
• Accessing Corporate Registry Data: If you need to include official company information from registries like Brønnøysundregisteret, you can integrate Templatise with these services. For instance, when preparing legal documents for a Norwegian company, you can automatically fetch the company's registered name, registration number, and registered address, ensuring that all legal documents contain verified information.
• Property Details from Eiendomsregisteret or Kartverket: When dealing with real estate transactions, you can connect Templatise to property registries like Eiendomsregisteret or Kartverket. This allows you to import property details such as ownership information, property boundaries, and encumbrances directly into your legal documents, enhancing accuracy and efficiency.
• Integrating with ERP Systems for Financial Data: If you need to include financial data from your ERP system, such as billing information or payment terms, Templatise can pull this data into your templates. This is particularly useful for creating invoices, financial agreements, or settlement documents.

By leveraging these custom data sources, you streamline your document creation process, reduce errors, and ensure that all information is current and accurate.

You can read more about how to create and configure data sources here: Templatise Data Sources 

Yes, with Templatise's data sources feature, you can easily fetch data from Microsoft Entra ID to automatically populate your documents with user-specific information such as names, email addresses, job titles, and more.

Real-Life Examples for Lawyers:

• Automatically Inserting Attorney Information: When drafting legal documents, you can have Templatise pull the responsible attorney's details—like name, email, phone number, and bar number—directly from Microsoft Entra ID. This ensures that all documents include accurate and up-to-date information without manual entry.
• Populating Client Agreements: If your firm manages client representatives in Microsoft Entra ID, you can automatically insert their contact details into client agreements or correspondence, saving time and reducing the risk of errors.
• Dynamic Signature Blocks: Create templates where the signature block automatically fills in with the correct signatory's information pulled from Microsoft Entra ID. This is especially useful in firms where multiple partners may sign documents.
• Personalizing Internal Memos: When generating internal communications or memos, you can use data from Microsoft Entra ID to personalize the document for each recipient, such as including their department, role, or manager's name.

You can read more about how to set up and use data sources here: Templatise Data Sources

Templatise provides comprehensive analytics features that allow administrators to monitor template usage across the organization. As an administrator, you can access detailed reports and insights to see which templates are being used and by whom.

Key Features:

• Template Usage Reports:
• Overview of Template Usage: View statistics on how frequently each template is used.
• User-Specific Data: See which users have used specific templates and how often.
• Time-Based Analytics: Analyze usage over specific time periods to identify trends.
• User Activity Reports:
• Individual User Insights: Check which templates a particular user has accessed or filled out.
• Active Users Identification: Identify the most active users and those who may need additional training or support.