Templi
Home
Getting started
Connect your back-office system Install the Templi Adviser desktop app Import your clients How templates work Import your templates
Using Templi
Ask Templi Dashboards One-off documents Customize table views
Templates
Word templates
Legacy templates
Repeat a section Blueprint Panel Hide a section Copy Paste Section Copy Paste Image Prompts Dropdowns AI tables Templi AI blocks Set header and footer distance
Clients and plans
View and manage client charges Plans Send a plan to your CRM Holdings Valuations Contributions Transactions Client and plan dashboard widgets
Forms
Form examples
Build a form from a PDF Form editor Fill a form Fact find dashboard widgets
Best practices
Template best practices
Integrations
Intelliflo Office Iress Xplan Plannr Google Calendar Outlook Calendar Gmail Outlook Mail Google Drive Microsoft OneDrive Microsoft SharePoint
Knowledge and Memory
How Templi learns your firm's way of working Add a knowledge entry
Templates

Legacy templates

Templates built in Templi's old page editor, which keep working as before.

Repeat a section

Blueprint Panel

Hide a section

Copy Paste Section

Copy Paste Image

Prompts

Dropdowns

AI tables

Templi AI blocks

Set header and footer distance