Templates

Use Templates to create finished documents from information already stored in Astalty. You can build a Custom Template for documents your organisation reuses, such as service agreements and welcome letters. Add Placeholders for details that change, then generate the document from a Participant or User profile. Astalty also supplies NDIA templates for common NDIA documents.

Setting up templates

• Template Settings explains how to create a Custom Template, choose its Usage Type and format, and add its content.
• Document Template Library lets you import a starter template, such as a Service Agreement or Support Plan, and adapt it for your organisation.
• Document Layout covers the front page, logo, contents page, body text, header, and footer for Astalty Templates.
• Available Document Template Placeholders lists the Placeholders for each Usage Type. Select a Placeholder to copy it.
• Formatting Tables explains how to add and format tables in an Astalty Template.

A template's Usage Type decides both where it can be generated and which Placeholders you can use:

Participant templates

• Participant Templates explains where to find Custom Templates, NDIA templates, and previously generated documents on a Participant's profile.
• Participant Custom Templates explains how to generate, edit, and finalise a Custom Template, then create a Participant record from it.
• Creating a Service Agreement covers the service agreement process from choosing a template and budget through to signing.
• Participant Records explains how a finalised document is stored when you create a record from it.

NDIA templates

• NDIA Templates explains how to find the NDIA templates Astalty supplies and generate one with the Participant's details.

The NDIA tab can include the NDIS Consent Form, Plan Reassessment Request, Plan Variation Request, Update Name, Pronouns or Gender, Request for a Review of a Decision, Application for a Replacement Support, Support Coordinator and Recovery Coach reports, Early Childhood Provider Report, Support Evidence Form - Home and Living, Conflict of Interest Declaration, and Notify Participant Death. Some templates appear only when the related feature is enabled for your account.

User templates

• User Custom Templates explains how to generate and finalise a Custom Template from a staff member's User profile, then create a User record.
• User Records explains how a record created from a generated document is stored against the User.

Signing and sharing

• eSignatures explains how to send a finalised document for electronic signature.
• Uploading Documents explains how to store documents that were created outside Astalty.

Note templates

Note Templates are a separate feature. Rather than generating a document, they drop a ready-made block of text into a note field so your team writes up consistently.

• Note Templates explains how to create and manage reusable text for notes.
• Support Worker Case Note Templates explains how to give Support Workers a consistent structure for case notes in the app.