The Templates tab

The Templates tab, on the Workflows page, is where your team's templates live. It lists the templates, the sessions opened against each one, and the documents those sessions have produced.

Opening and closing

Go to Workflows and select the Templates tab, between Contract reviews and Flying minutes. The tab keeps its state — your selected template, filters, and sorting — while you visit other tabs and come back.

The overlay keeps its state when you close it and open it again: the template you had selected, the filters you had set, and the sort you had chosen are all still in place.

The two regions

The overlay is a drill-down in two regions.

Region	Contents
Templates	The team's templates, one per row. Selecting a row expands a Sessions list beneath it.
Documents produced from selected template	Every document produced from the selected template. The region appears only once a template is selected.

Selecting a template fills the lower region with everything produced from that template. Selecting a single session in the Sessions list narrows the lower region further, to the documents that session produced.

Under a board-record template the Sessions list is the same list you see in Flying minutes, with that area's columns — the documents considered, the session's stage, and its next action. Edit and Select documents on those rows take you to Flying minutes; there is no Duplicate.

Columns

Column	Shows
Name	The template's name. A Draft badge appears while the template's fields are still being placed; a Board record badge marks a board-record template, whose sessions open in Flying minutes.
Description	The template's description.
No. sessions	How many sessions have been opened against the template.
Produces	The documents the template produces from one submission.
Created	When the template was created.
Status	The template's readiness: a spinner while it is being prepared, a green tick once it is ready.
Total drafts produced	How many drafts the template has produced. Hidden by default; turn it on from the Columns menu.

Name and Description can be edited in place, using the pencil on the cell.

Control	Effect
Create template	Opens the window for adding a template, by import or from your own Word documents.
Table / Cards	Switches between the table view and the cards view.
Columns	Shows or hides individual columns.
Show team templates	Shows or hides the team's templates.
Show team sessions	Shows or hides other team members' sessions, adding an Owner column to the Sessions list.
Hide completed sessions	Hides sessions whose status is Submitted.
Show superseded templates	On by default. Turn it off to hide superseded templates from the table. They remain visible in the picker used when creating a document from a template.
Collapse	Collapses the templates table.

Filtering and sorting

Filter inputs are available on Name and Description. Every column can be sorted.

Superseded templates sink to the bottom of the table in the default order. An explicit column sort overrides that.

Row actions

Action	What it does	When it is available
Create session (+)	Starts a new session, or offers to resume one already in progress. On a board-record template it opens New session in Flying minutes instead.	Hidden while the template is still a draft.
Edit template (pencil)	Opens the template editor.	Disabled until the template's status is ready.
Export template	Downloads a portable copy of the template.	Disabled until the template's status is ready.
Import new version	Replaces the template's contents from an exported file.	Disabled until the template's status is ready.
Mark as superseded	Flags the template as out of date, with a reason and an optional replacement.	The template's owner or a team administrator only.
Delete template	Deletes the template.	—