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  3. Customising Document Templates

Customising Document Templates

Published
20 Feb 2024
Last updated
1 Dec 2025
  • Document Templates

Learn how to customise Document Templates for generating Service agreements and other documents.

The video explains how to customise templates for generating documents in Astalty. Users can create or edit templates for various documents like service agreements and consent forms. They can add descriptions and specify template usage, which determines available tags. After creating a template, users can write the document content and insert dynamic tags for fields like participant names. When generating a document, dynamic tags are automatically filled with relevant information from participant profiles. Users can then customise the generated document further as needed.