Custom Templates

How to Generate a Custom Template

To generate a custom template, simply navigate to a participants profile and select templates from the menu options. Once in this menu you will see the Custom Templates uploaded to your Astalty account. If you do not see any you will first need to create the Custom Template. To learn how to create a new custom template, read our user guide here that outlines that process! To generate a template for this user simply select a template from the list of options.

Once you do this you will see the following screen. Within this screen you can name your document. Once you are satisfied click 'Generate'.

Editing a Generated Template

Once you have clicked 'Generate' you will be brought to the document edit screen. In this screen you can see the placeholders at work. This document in this state can be edited. You can update, add, or delete information here.

Finalising A Generated Template

Once you are happy with the edited document click 'Finalise'. This will prepare the document to be completed and move to the next stage in its status.