Document Templates

Document Templates are the Word documents that define the rules and conditions for a particular Agreement.  

These document templates can be stored on the SYNTAQ platform under Document Template or, alternatively, we have made it possible for you to build Apps and reference templates stored in external URL’s.

Should you wish to store your templates on SYNTAQ you can upload a template by clicking on + New Document Template .

You will be asked to Add a name, Save as Name and any comments, which are optional.

You might also notice we now have version control.

Version control allows users with the required permissions to add updated versions of the same document template to the template library. The live link (copy-able from the Document Template Action menu) will use the template version that is set to 'live' in the template settings. You can also link to any of the non-live versions by copying their own unique links from inside the edit template pop-up.

We have also added folders. Simply click on the + New Folder button to add a new folder to save your templates to.