Templates
Discover how to create, customize, and automate templates
19 articles
Create a new template in TomorroHow to improve efficiency by configuring my templates in Tomorro?
Manage templatesHow to publish, edit, export, duplicate or delete templates?
Managing multiple languages for a templateHow to translate your template into multiple languages?
Insert a smart field in the documentHow to insert smart fields into your templates to tome saving and control gain ?
Manage summary sheet informationHow to optimize project tracking by displaying only the relevant information on each summary sheet?
Automate document archivingHow to set up an automated document archiving?
Set up a dynamic naming for your projectsHow to define a dynamic and automatic name for the project that will be generated from a template?
Add an attached file to a templateHow automatically attach a file to every contract generated from a template?
Automate the addition of participants to projectsHow to set default participants for all projects created from a template?
Set up a default project managerHow to quickly and efficiently manage the assignment of your projects from the template?
Define editing rights on the documentHow to define if collaborators can edit, comment or suggest on the documents created from a template?
Define an editable or non-editable zoneHow to control the editable zones of a project?
Manage your Counterparties' informationHow to access, view, and archive your Counterparties' information ?
Bulk import of your counterpartiesHow to easily import your counterparties into Tomorro?