Participant Templates

Participant Templates create reusable documents that are pre-filled with information from a Participant's profile.

Choose a Template Type

• Custom Templates create your organisation's own reusable documents, such as Service Agreements, welcome letters, and exit summaries.
• NDIA Templates pre-fill supported NDIA forms and reports from the Participant's profile.

Use a Template when you need a formatted document to download, email, keep on record, or send for signature. Use a Form when you need someone to submit structured answers back to Astalty.

Generated Documents

Open a Participant's profile and select Templates to see the documents generated for them. Open a document to continue editing a draft or view a finalised document.

When New Blank Document is available, you can also start a rich text document without a Template. Enter a Document Name and Astalty opens a new draft in the editor.

After finalising a document, you can download or email it, or create a Participant Record and send it for signing. See Participant Records.

Set Up Custom Templates

Create and maintain reusable Templates in Template Settings. See Template Settings for placeholder and upload instructions.