Introduction to templates

Templates are the building blocks that let InTouch automate a matter. Rather than writing the same workflow, email, letter, or text message by hand every time, you set it up once as a template and InTouch reuses it — filling in the details specific to each matter automatically.

This section covers everything you need to build and configure them.

Two kinds of template

It helps to keep two related ideas separate:

• Matter templates are the workflow behind a transaction — the tasks, stakeholders, and custom fields that are created whenever a new matter is opened. A Purchase, Sale, or Remortgage each has its own matter template.
• Content templates are the correspondence generated on a matter — emails, documents, letters, and SMS messages. These pull real matter and stakeholder data in as they run, so each one comes out personalised.

The two work together: a matter template’s tasks are what trigger the content templates at the right point in the transaction.

What’s in this section

• Template types — creating email, document, and SMS templates, plus letter heads and adding data markers to PDF documents.
• Matter templates — building the workflow that drives a matter: its tasks, stakeholders, and custom fields.
• Templating language — how to make templates dynamic with data markers and helpers ({{ }}) so content adapts to each matter.
• Document configuration — the data types behind custom fields and how to position e-signatures.

Tip

New to templates? Start with Matter templates overview to understand the workflow, then move on to the Templating language guide to make your emails and documents dynamic.