# Document templates > The library of document templates behind every AI draft — the resolutions, registers, letters and filings your firm produces. See what ships as standard, turn templates on or off, and tailor the wording to your house style. _Updated 2026-07-11_ Source: /help/templates **In short:** Every document CorpSec AI drafts is backed by a template. In Settings → Templates → Documents an admin sees the firm’s document templates, can inspect each one’s fields, and can turn templates active/inactive. Customising the wording (Fork) and letting docgen prefer your version is the next step being rolled out; uploading your own .docx to replace a template is a later phase — for now the "New template" button records a request. Workflow (step-by-step) customisation is a separate, fully-live feature — see Customize workflows. > **Note:** Two kinds of template, two places. Document templates (this page) shape the wording of a generated document. Workflow templates shape the steps a task runs — covered in Customize workflows. Both live under Settings → Templates, in the Documents and Workflows sub-tabs. ## What a document template is A document template is the reusable skeleton behind a generated document — an AGM resolution, a directors’ register, an engagement letter, a Form for a director change, and so on. It defines the structure, the standing legal wording, and the fields the AI fills in from the company’s data (company name, UEN, officers, dates, amounts). When you ask CorpSec AI to draft something, it picks the right template for the document type, fills the fields from your records, and produces the Word file. Good templates are what make the output correct and consistent every time. ## Where to find them Open Settings → Templates and choose the Documents sub-tab (the Workflows sub-tab beside it is for step-by-step workflows). Each template is listed with its name, document type, version, and an Active / Inactive state. Managing document templates is an admin action. _[screenshot: Settings → Templates → Documents: a list of document templates, each with a type, a version tag, an Active/Inactive toggle and an expander to reveal its fields.]_ ## Inspect a template’s fields (live) Click the expander (▸) on any template to see the fields it uses — the merge points the AI fills. Each field shows its name and, where defined, its type and whether it is required. This is the quickest way to understand what data a document needs before you generate it. > **Tip:** If a document keeps coming out missing a value, check the template’s field list here, then confirm that value exists on the company (Companies) or the task (the Fields tab in the right panel). ## Turn templates on or off (live) An admin can activate or deactivate any template by clicking its status pill. A deactivated template drops out of the library, so the AI will not offer or use it. Use this to retire a document type your firm does not produce, or to hold a template back while you review it. > **Note:** Non-admins see the Active/Inactive state as read-only. Only firm admins can change it — the toggle is enforced on the server, so it cannot be flipped from a non-admin session. ## Customise the wording (Fork) (soon) The next step, being rolled out, is Fork: copy a system document template into your firm’s own editable version and adjust the standing wording — your preferred clause phrasing, letterhead language, standard caveats — while the fields stay wired to your data. Once you have a customised version, docgen prefers your version over the system default for that document type. This mirrors how workflow customisation already works: the original system template is never changed, so you can always fall back to it. > **Note:** Honesty note: today the Documents tab lets you inspect fields and toggle templates active/inactive (both live). Forking a template to edit its wording is the capability being brought online — until it lands for your firm, wording changes are made per-document when you review a draft. ## Upload your own .docx (soon) Bringing your own Word (.docx) template to replace a built-in one is a later phase. For now, the New template button does not upload a file — it records a request to enable custom uploads and notifies your administrator (you will see a confirmation). This keeps the promise honest: the feature is planned, not silently pretending to work. > **Heads up:** Do not expect a .docx you have on disk to become a live template yet. Until custom upload ships, shape output by (a) toggling which built-in templates are active, and (b) editing the draft when you review it. Your request via "New template" helps us prioritise. ## Frequently asked questions ### Can I upload my firm’s own Word template today? Not yet — that is a later phase. The "New template" button records a request and notifies your admin rather than uploading a file. Today you can inspect a template’s fields and turn templates active or inactive. ### What is the difference between document and workflow templates? Document templates shape the wording of a generated document; workflow templates shape the sequence of steps a task runs. They live under Settings → Templates in the Documents and Workflows sub-tabs respectively. Workflow customisation is fully live — see Customize workflows. ### If I deactivate a template, what happens to documents already generated from it? Nothing — deactivating only removes the template from the library so the AI stops offering it for new drafts. Documents you already produced are unaffected. ### Who can manage document templates? Firm admins. Others can view the list and each template’s fields, but the active/inactive toggle and custom-template request are admin-only and enforced on the server. ## Related - [Customize workflows](/help/customize-workflows) - [Documents](/help/documents) - [Settings](/help/settings)