📄 Templates

Templates are the foundation of document automation in Wraft. They define the structure, content, and dynamic fields that will be used to generate documents.

Overview

Templates in Wraft are smart document frameworks that contain both static content and dynamic placeholders. These placeholders (defined by Variants) can be filled with different data to create personalized documents for various use cases.

Whether you're creating contracts, letters, reports, or any other document type, templates help ensure consistency while allowing for customization.

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Creating a Template

To create a new template:

1. Navigate to Templates - Go to the Templates section in the sidebar
2. Start a New Template - Click the Add Template or Create New button
3. Name Your Template - Provide a clear, descriptive name for your template (e.g., "Sales Contract", "Employment Agreement", "Project Proposal")
4. Build Your Content - Use the rich text editor to create your template content

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Using the Template Editor

The template editor provides a rich set of formatting tools:

• Bold, Italic, strike and Underline styles
• Heading styles (H1, H2, H3)
• Bullet and Numbered lists
• Table insertions for structured content
• Undo/Redo controls

This makes the editor suitable for everything from simple letters to detailed contracts.

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Adding Dynamic Fields

Dynamic fields are what make templates powerful. These fields will be replaced with actual data when documents are generated.

To add dynamic fields:

1. Position your cursor where you want the field
2. Use the field insertion tool or type the field syntax
3. Define the field properties in your associated Variant

Common field types include:

• Text fields (names, addresses, descriptions)
• Date fields (start dates, deadlines)
• Number fields (amounts, quantities)
• Selection fields (dropdown options)

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Saving the Template

Once your content is finalized:

1. Review Your Content - Ensure all text is properly formatted and fields are correctly placed
2. Save the Template - Click Save to store the template
3. Access from Template List - The saved template will appear in your template list and can be reused as many times as needed
4. Edit or Duplicate - You can edit existing templates or duplicate them to create variations

ℹ️ Info: Templates can evolve over time. You can maintain version control by duplicating and modifying them for different use cases.

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Best Practices

• Use meaningful template names to easily identify their purpose
• Keep content modular — use blocks or sections to organize clauses
• Insert fields wherever data will change to keep templates flexible
• Preview templates before use to ensure formatting and fields appear as expected
• Organize templates by category (contracts, letters, reports) for easy management
• Test with sample data to ensure templates work correctly with your variants

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Template Organization

• Use clear naming conventions (e.g., "Contract - Service Agreement v2")
• Create template categories or folders if available
• Regular cleanup of outdated templates
• Document template purposes and use cases for team members