Library
The Library holds everything your firm has made or uploaded in Templi, across all clients. It has four tabs: Generated for the reports and documents Templi has written, Files for uploaded files, Plans and Groups.
Where to find it
Click Library in the sidebar. It opens on the Generated tab.
Tab | URL |
|---|---|
Generated |
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Files |
|
Plans |
|
Groups |
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To see one client's documents and files instead, open the client and use the Documents or Client files tab, for example https://app.templi.ai/clients/<client>/documents.
Generated
The Generated tab lists every report, letter, meeting note and fact find Templi has written for your clients. Click a row to open it. A report opens at https://app.templi.ai/documents/<report>, where you can review a report and download it.
Find a document
Type a document's name in Search generated.
Use the Type chips to show Suitability reports, Research, Meetings, Fact finds or Other. Other covers annual review letters and general documents.
Use Client to show one client's documents.
Use Status to show documents that are Writing, Ready, In review or Signed off.
Each row shows the client, the document type, its status and when it last changed. Archived documents do not appear in the list.
Make a new document
On the Generated tab, click New.
Pick a published template. To have Templi draft something without a template, choose Ask Templi to write one.
Choose the client and files in the Generate dialog, then click Generate.
See Generate a report for each field in the dialog.
Archive or delete a document
Open the menu at the end of a row and choose Archive to take a document out of the list, or Delete to remove it. To delete several at once, tick their rows and click Delete selected. Deleting cannot be undone.
Files
The Files tab lists every file uploaded to Templi, such as fact finds, provider statements, illustrations and meeting notes. Each row shows the client the file belongs to, or No client, and whether Templi has finished reading it.
Find a file
Type a file name in Search files.
Use the client filter, which starts on All Clients, to show one client's files.
Use the File type chips to show PDF, Word, Spreadsheets, Images or Text files.
Upload files
On the Files tab, click New.
Choose one or more files. Each file must be under 10 MB.
Files you upload here are not linked to a client. To file a document against a client, upload it from the client's Client files tab instead, where you can also use folders.
Manage a file
The menu at the end of a row has View, Download, Edit file details to rename it, and Delete file.
Delete file in the row menu deletes the file straight away, without asking you to confirm.
Open a file
Click a file to open it at https://app.templi.ai/files/<file>. Templi shows a preview of the file, with zoom controls for PDFs.
Click Download to save a copy.
Click Ask about this file, or press Cmd+J (Ctrl+J on Windows), to open a chat with Templi about the file beside it.
From More actions, choose Rename or Delete. For a client's file, Move to folder moves it into one of that client's folders.
Plans and Groups
The Plans tab lists every client's pensions, investments, protection and mortgages. See Plans.
The Groups tab lists your client groups, such as a couple, a family or a business, with their members. Click New to create a group.
Ask Templi
You can find documents and files by asking Ask Templi. For example:
"Which suitability reports for Sarah Winters are still in review?"
"Find Sarah Winters' latest Harbour Life pension statement and tell me the transfer value."
"Show me the annual review letters we signed off this month."