PERSUIT’s Template Library houses all templates created by your organization, as well as PERSUIT and Firm Published templates. These templates allow you to draft requests such as RFPs and RFIs, quickly and efficiently, so you can focus on the matter-specific components that require deeper thought and attention. The templates do the heavy lifting so you can focus on the more strategic, legal work.
All users within your organization will be able to view and use published templates. Template manager users are able to manage and edit the available templates for their organization. Please view this article to learn more.
- How can I access the templates?
- How does the Template Library work?
- How can I preview and use a template?
How can I access the templates?
There are two ways you can access templates.
The first way is through clicking Explore Templates within a specific Use Case card found in the Quick Start carousel at the top of the homepage. These Use Case cards automatically apply the appropriate filters to show only the related, available templates saving you time in your search.
The second way is to Browse All Templates which can be found above the Quick Start Carousel.
How does the Template Library work?
Once you’re directed to the templates, you’ll first see a filter section. These may be pre-populated if you had chosen the Explore Templates option via a Use Case card from the homepage.
You’ll also be able to search for a template by keyword using the search bar.
You’ll then see three tabs showing the different template sources available: Your Company, PERSUIT, and Firm Published Templates. In the example below, Acme Inc. is a placeholder for your company. The templates you can access will depend on how your organization has configured permissions.
Company Templates
The Acme Inc. tab (your company tab) will hold all the templates created by your organization that are available for use. You’ll also see “Template by <Your Company>” at the bottom.
PERSUIT Templates
The PERSUIT tab, when enabled, holds all templates created by our Legal Advisory team. They will also have a blue-green tab at the left of each template. You’ll also see “Template by PERSUIT” at the bottom.
Firm Published Templates
The Firm Published Templates tab, when enabled, holds the templates authored by partnering firms highlighting their strategies and expertise. These will always have a yellow tab at the left of each template. You’ll also see the “Template by: Firm” appear at the bottom.
How can I preview and use a template?
In any template you’re interested in, you can click the Preview button to review the template’s contents to ensure it’s the best fit for your matter.
After you’ve found the appropriate template, click Use This Template to apply it as the starting point for your request. You’ll then be directed to the drafting screen to continue the process of creating a request.
For more information on how to create a request, please view this article here.
If you have additional questions around templates, please reach out to our support team at support@persuit.com.
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