Templi
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Getting started
Connect your back-office system Install the Templi Adviser desktop app Import your clients
Using Templi
Ask Templi Dashboards Customize table views
Templates
Templi AI blocks Blueprint Panel Prompts Hide a section Repeat a section Copy Paste Section Copy Paste Image Dropdowns AI tables Set header and footer distance
Clients and plans
View and manage client charges Send a plan to your CRM
Forms
Form examples
Build a form from a PDF Form editor Fill a form
Best practices
Template best practices
Integrations
Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint
API reference
Release announcements API Set document page settings
All Collections

Forms

Let Templi fill fact finds, reviews and policy summaries from client records and documents

Form examples

Attitude to risk questionnaire

Annual review

Protection needs

Vulnerability check

Pension policy summary

Build a form from a PDF

Form editor

Fill a form