# Participant Templates

Source: https://docs.astalty.com.au/guide/participants/templates

> Generate custom or NDIA templates pre-filled with a Participant's details.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

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

> **Looking for everything on Templates?**
>
> The [Templates](https://docs.astalty.com.au/guide/templates) landing page brings together Participant, User, and NDIA templates, including how to set them up.

## Choose a Template Type

- [**Custom Templates**](https://docs.astalty.com.au/guide/participants/templates/custom-templates) create your organisation's own reusable documents, such as Service Agreements, welcome letters, and exit summaries.
- [**NDIA Templates**](https://docs.astalty.com.au/guide/participants/templates/ndis-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](https://docs.astalty.com.au/guide/forms/getting-started-with-forms) 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](https://docs.astalty.com.au/guide/participants/participant-records).

## Set Up Custom Templates

Create and maintain reusable Templates in [Template Settings](https://app.astalty.com.au/settings/templates). See [Template Settings](https://docs.astalty.com.au/guide/settings/template-settings) for placeholder and upload instructions.