Participant Custom Templates

Generate a custom document with information pre-filled from a Participant's profile, then edit, download, email, or save it as a Participant Record.

Before You Start

Your organisation must first create the Template in Template Settings. The Template's usage type controls where it appears and which details it can use.

Generate a Custom Document

1. Open the Participant in Participants.
2. Select Templates.
3. Choose a Custom Template.
4. Enter the document name.
5. For a Service Agreement Template, select the Budget used for its Schedule of Support placeholders. See Participant Budgets.
6. Select Generate.

Astalty fills the Template's placeholders from the Participant and opens the result in the document editor. Review the content and make any changes before you finish it.

Adding a Contact to a Generated Template

While editing, select Contacts and hover over a Contact to see their name, relationship, email, mobile, phone, and recorded consent status. Select a detail to insert it at the cursor.

The consent icon beside each Contact indicates whether consent to share information is recorded. See Consent to Share Information.

Finalise a Generated Document

1. Select Finish Editing when the content is ready.
2. Select Edit to make further changes, or Finalise to lock in the finished document.
3. After finalising, choose Create a Record, or use Actions to download, email, or delete the document.

When you create a Record, choose the Record Type, enter its details, and choose whether it needs to be signed. If you choose not to send it immediately, you can send it later from the Participant's Records page.

See Participant Records for the Record workflow and eSignatures for electronic signing. You can also download the PDF for printing or in-person signing.

Video Walkthroughs