Create a template

There are currently two ways to add a template to your team: import an existing template previously exported from Tiro Pro, or liaise with us to create the template for you from your existing documents.

To import an existing template, open the Templates tab on the Workflows page, then select Create template. The window opens on the From existing template tab.

In due course we intend to offer the ability to create your own templates from existing documents. The greyed-out From document tab in the Create template window is where this will live — select its info icon for a short note on what is coming.

Import an exported template

Use this path when a colleague has sent you an exported template file, or when you are restoring one you exported earlier.

1. In the Create template window, select the exported template file. The From existing template tab is already selected.
2. Review the summary. It lists the documents the template produces, how many form fields each of those documents uses, and the date the file was exported. Check that these match the template you expect.
3. Give the template a name.
4. Select Import template.

The new template appears in the templates table straight away. Its status shows a spinner while it is being prepared and a green tick once it is ready. The template is ready to use at that point: select the + action on its row to start a session and produce your first document.

If your team has other templates that the new one replaces, a window may offer to mark one of them as superseded as soon as the import finishes. See Supersede a template.

Templates created by Lexical Labs

For templates created by us, we will automatically add the template to your account as part of the creation process.