Forms, records and documents
Templates
A template is a reusable starting point. It helps your team make the same kind of form or document without rebuilding its structure each time.
Choose the right starting point
Open Templates to see the available options. Before changing a shared template, check who owns it and whether a current job needs a one-off draft instead.
Keep the master separate from the draft
A shared template is the approved master used again in future. A draft is one result made from it for a particular task, customer or response. Change a master only when the reusable structure should change for future work. Put job-specific facts, wording and review comments in the draft, so one job does not accidentally alter everyone’s next document.
Check the template’s required information before creating a draft. A template can support a consistent output, but it does not supply missing task facts or approve an issued document.
List the available templates for [purpose]. Tell me which one fits and what information it needs before creating a draft.
Show the difference between this shared template and the draft for [job]. Do not change either one.