Templates

Stop typing the same legal clauses and welcome letters over and over again. Zynclog's Template system allows you to save and reuse your most common documents.

Creating a Template

1. Go to the Templates tab in your main dashboard.
2. Click New Template.
3. Choose the Template Type (Contract or Invoice).
4. Give your template a clear name (e.g., "Standard Web Design Contract" or "Client Welcome Letter").
5. Draft the content using the Rich Text Editor or add default invoice line items.

Using a Template

Whenever you create a new Contract or Invoice inside a Project, you will see a dropdown option to Load from Template. Selecting a template will instantly populate the editor with your saved content, which you can then tweak and customize for that specific client without affecting the original template.