# Document Template Library Source: https://docs.astalty.com.au/guide/settings/document-template-library > Import a pre-built document template from Astalty's library, then edit it as your own. Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes. The Document Template Library gives you a pre-written document template to start from, so you don't have to build a Service Agreement or Support Plan from a blank page. ## Overview Building a Custom Template from scratch means writing the wording, adding the Placeholders, and setting up the layout yourself - covered in [Template Settings](https://docs.astalty.com.au/guide/settings/template-settings). The library shortcut skips that: you pick a template Astalty has already written, import it, and land in the editor with a full copy you can change however you like. An imported template is an ordinary Document Template from that moment on. It is not linked to the library, it doesn't update when Astalty changes the original, and you can edit, rename, or delete it exactly like one you built by hand. ## Before You Start - The **Want a head start?** card requires Template Packages. - By default, only Admins can open the library and import a template. - The library is available on the web app only - there is no equivalent in the Support Worker app. ## Where To Find It 1. Go to [Template Settings](https://app.astalty.com.au/settings/templates). 2. Select **Create a Template**. 3. On the **Want a head start?** card, select **Browse the library**. The card sits above the create form, followed by a divider reading *or start from scratch below* - so you can still build a Template by hand from the same screen. ![The Custom Document Templates card in Template Settings, with an arrow pointing to the Create a Template button in the top right. The table lists Active templates with their Description, Usage and Type columns, including Example Support Plan as a Participant Template.](https://docs.astalty.com.au/assets/document-template-library-create-a-template.png) ![The Add Document Template drawer with a "Want a head start?" card at the top reading "Browse the library to import a pre-built template you can customise", and an arrow pointing to its Browse the library button. Below an "or start from scratch below" divider sit the Name, Description, Template Usage and Template Format fields.](https://docs.astalty.com.au/assets/document-template-library-head-start-card.png) ## Choosing A Category The library opens on **What kind of document template are you looking for?**, with a card for each Usage Type: - **Participant Templates** - documents you generate for or about a Participant. - **Service Agreement Templates** - service agreements between your business and a Participant. - **User Templates** - documents you generate for staff, like position descriptions and contracts. Selecting a card takes you to the **Document Template Library** list, filtered to that category. > **User Templates only appear with the User Templates feature** > > The **User Templates** card is only shown when User Document Templates are included and enabled for your account. See [User Custom Templates](https://docs.astalty.com.au/guide/users/templates) for what it unlocks. ![The "What kind of document template are you looking for?" step, captioned "Pick the kind of document template you want to browse", showing three selectable cards: Participant Templates, Service Agreement Templates and User Templates.](https://docs.astalty.com.au/assets/document-template-library-category-step.png) ## Finding A Template The **Document Template Library** list has two ways to narrow it down: - **Search templates** - matches on a template's name and its description. - **Category tabs** - **All**, **Participant**, **Service Agreement**, and **User**. The tab for the category you picked is selected when you arrive; **All** shows every category at once, grouped by Usage Type. If nothing matches, the list shows *No templates match your filters* with a **Clear filters** button that resets the search and switches back to **All**. ![The Document Template Library list, captioned "Browse templates below. Use search and the category tabs to find the right document template, then preview or import it as an editable copy." A Search templates field sits above the All, Participant, Service Agreement and User tabs with All selected. Example Support Plan is grouped under Participant Templates and Example Service Agreement under Service Agreement Templates, each with Preview and Import buttons, while User Templates reads "No items."](https://docs.astalty.com.au/assets/document-template-library-list.png) ## Previewing And Importing Each template row has two actions: - **Preview** - opens a short, read-only extract of the template's wording. The preview is deliberately partial; it is captioned *This is a short preview of the template. Import it to see and edit the full content.* - **Import** - copies the template into your account and opens it in the Template editor, where the full content is yours to edit. You can also select **Import** from inside the preview without closing it first. Once imported, finish the Template the same way as any other - see [Template Settings](https://docs.astalty.com.au/guide/settings/template-settings) for the Front Page, Body, and Header & Footer options, and [Available Document Template Placeholders](https://docs.astalty.com.au/guide/document-template-placeholders) for the Placeholders you can add. > **Importing the same template twice gives you two copies** > > The library does not check whether you have already imported a template. Import **Example Support Plan** a second time and you get a separate Template named *Example Support Plan (2)*, then *(3)*, and so on - both copies are live and both appear when staff go to generate a document. Check your Template list before importing, and delete the spare if you end up with one. ## What's In The Library The library holds two templates: | Template | Usage Type | What it covers | | ------------------------- | -------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | Example Service Agreement | Service Agreement Template | A starter service agreement between your business and a Participant, with Placeholders for the Participant's and your business's details. | | Example Support Plan | Participant Template | A starter support plan covering the Participant's details, goals, health and medical information, services, preferences, and a weekly schedule. | > **Some templates require a template package entitlement** > > Astalty also publishes templates that are not included by default, including a **Participant Consent Form** and a **Position Description - Team Leader**. These appear only when the matching template package entitlement is active for your account. Check the current options shown in Astalty or contact support. > > The **User Templates** category can be empty when User Document Templates are enabled but no matching template package entitlement is active. ## Things To Keep In Mind - **Read the template before you use it.** These are starting points written to suit most NDIS providers, not legal advice. Check the wording against your own policies and obligations, and edit anything that doesn't fit your organisation. - **Only the content is copied.** Importing brings across the template's wording. It does not create Record Types, Forms, or Participant fields - [Form templates](https://docs.astalty.com.au/guide/forms/getting-started-with-forms) are a separate catalogue. ## Starter Record Types The same "head start" idea applies to Record Types, from a separate catalogue: - [User Records](https://docs.astalty.com.au/guide/settings/users-settings/user-records#starting-from-the-suggested-record-types) - the record types most NDIS providers keep for their Support Workers. - [Participant Record Types](https://docs.astalty.com.au/guide/settings/participants-settings/participant-record-types#starting-from-the-suggested-record-types) - the record types most NDIS providers keep for their Participants.