Fill a form
Pick a form, choose the client and any documents, and Templi fills in a copy of the form beside a chat, showing where each answer came from. You check the answers, correct anything in place and click Complete. You can start from the client hub, from Customise > Forms, or by asking Templi in chat.
Where to find it
On a client: the Generate a form button at the top of the client hub, at
https://app.templi.ai/clients/<client>. The client's filled forms are on its Forms tab, athttps://app.templi.ai/clients/<client>/forms.Your firm's forms: Customise > Forms in the sidebar, at
https://app.templi.ai/forms.A filled form opens at
https://app.templi.ai/forms/<form>/fill.
Fill a form for a client
Start from the client hub when you already know who the form is for, because the client is chosen for you.
Open the client and click Generate a form.
Pick the form from the list, or type in Search forms to find it.
Under Files and sources, drop in any documents Templi should read, such as a pension statement or your meeting notes, or click choose from Files.
If you want, add instructions under Anything the agent should know, for example Use my notes from the review meeting and leave protection blank.
Click Fill.
Templi makes a copy of the form for the client, opens it beside a chat and starts filling straight away. The original form stays blank, ready for the next client. To set up the copy yourself, click Open without filling instead.
Fill a form from Customise > Forms
Use this route for a form that is not about a client, or when you want to choose the clients yourself. Fact finds are not filled from here; they have their own section below.
In Customise > Forms, open the menu at the end of the form's row and click Fill.
Under Clients, click Choose clients and pick the client. Leave it empty if the form does not need one.
Add files and instructions as above, then click Fill.
When you are already editing a form, Generate at the top of the editor opens the same window.
Where Templi finds the answers
The client's record and the people linked to them.
The files you attached and the instructions you gave.
Documents and files already in Templi, including meeting transcripts.
Your firm's knowledge, such as how you record attitude to risk.
Templi leaves a question blank when it cannot find the answer rather than guessing.
Check the answers
The filled form shows its name, the client, and a progress bar with how many questions are answered. Your changes save as you type.
Answers Templi filled in carry a small chip with its confidence, or Check when confidence is low. Open the chip to see why Templi chose the answer and the sources it used.
Sources disagree shows when two documents give different answers. Open the chip, choose the answer to keep and the conflict clears.
Required fields left empty show as a button with the count. Click it to jump to the next one, and again to work through the rest.
Show filters the form to All fields, Answered only or Unanswered only. Use Search fields to find a question by name.
Correct answers with Templi
Click any question to ask Templi about it, for example She retired in March, so leave employer blank. Send it straight away, or keep it as a note while you carry on reading. Notes collect in a bar at the top of the form, and its Send button gives them all to Templi at once.
For a correction that touches several questions, type it in the chat beside the form.
Forms built from a PDF
When the form has a PDF layout, a switch above the form shows PDF, the answers on the original pages, or All questions. Click Download PDF to save the filled PDF for the client file. Build a form from a PDF covers how the layout is made.
Complete the form
Click Complete when every required question has an answer. A form linked to your back-office system shows Push to and the system's name instead, and sends the answers there as it completes.
Templi will not complete a form while required questions are empty.
Sending answers to your back-office system is on paid plans. Without one, choose Complete without sending.
If the connection has dropped, reconnect it and try again.
Completing a form cannot be undone. A completed form is read-only, and any answers sent to your back-office system stay there.
Form statuses
Status | Meaning |
|---|---|
Filling | Templi is answering the questions. |
Updating | Templi is changing answers after a request. |
In progress | Open for you to check and edit. |
Review required | Templi has updated the answers and needs you to check them before you complete. |
Completed | Finished and read-only. |
Fact finds
Each client has one current fact find, built from your firm's default fact find form. You run and review it on the client's Fact find tab, at https://app.templi.ai/clients/<client>/fact-finds.
Click Run fact find to start one. When the client already has one, choose Copy from previous fact find to carry the answers over, or Start fresh.
When Templi updates a fact find, it marks it Review required. Open it and click Review to see the answers that changed since the last completed fact find, then complete it.
The Form editor article covers choosing your default fact find.
Fill a form without a client
Some forms describe a document rather than a person, such as a pension policy summary filled from a provider statement. These can be filled from files alone.
Open the form from Customise > Forms.
Click More (the three dots at the top of the editor), then Settings.
Turn off Require clients and click Save changes.
The Fill window then shows Clients as optional, and Fill works with just a document attached.
Ask Templi to fill a form
In any chat, or from Ask Templi, say which form and which client. For example:
Fill in Sarah Winters' fact find from her annual review meeting.
Fill the attitude to risk questionnaire for Sarah Winters using her pension statement and last week's meeting notes.
On the client hub, Generate a form > Ask Templi to fill one starts that chat with the client already named.