Templates explained
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Templates are huge time-savers for the whole team. Create them for tasks for team members and clients, and also for your organizers, proposals, invoices, chats, emails, and more. The best thing about making templates? You can use them as automations in pipelines, so that frequently performed chores get done on their own when they need to be!
Templates at a glance
Using templates is optional, except when sending organizers. But we recommend you make them for everything that you can. You’ll get a great deal out of creating templates when setting up your practice on TaxDome. Not only will they save you a ton of time, they’ll also make your workflow smooth and easy.
Where templates are applicable:
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Emails, messages, proposals, and invoices you frequently send to clients.
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Tasks and jobs you often perform.
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PDF forms you send for client signatures.
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Folders you use for your various client accounts.
You can do all of that manually, one chore at a time. But why bother when it can all be automated? TaxDome is all about automations. And to use automations, you need templates.
Go to Templates > Firm templates from the left menu bar to create, edit, and delete templates.
Or access the template creation page by adding an automation while creating or editing a pipeline, then click New template.
To save you even more time, TaxDome offers default templates. Download them from the Marketplace , then use them as is, or edit them to your liking.
Note
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Changes you make to a template don’t affect previously created items made from that template.
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Changes you make to items made from a template don’t affect the original template.
For a full list of available template types, see Template types .
Access and permissions
A firm owner and admins can always create, edit, download, purchase, and sell templates on TaxDome. If you want one or more employees to have those options too, give them the following access rights:
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Manage templates to let them create, download, edit, and delete templates.
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Manage marketplace to publish templates in the Marketplace, and edit or delete listings.
To do so:
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Go to Settings > Team & plans from the left menu bar, open the Team members tab, then click on the team member’s name in the list.
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Click the pencil icon in the Edit access rights section and toggle on Manage templates or Manage marketplace.
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Click Save.
Who can use templates
Your employees do not need to have Manage template access rights to use previously created or purchased templates and make changes to them. If you want them to take advantage of existing templates, give them the following access rights:
| What an employee wants to do | The access rights they need to have |
|---|---|
| Create a task based on a template | View all accounts (or have access to the selected account) |
| Add, view, and edit jobs in a pipeline | View all accounts (or have access to the selected account) and have access to the pipeline |
| Send an email based on a template | View all accounts (or have access to the selected account) |
| Send a message based on a template | View all accounts (or have access to the selected account) |
| Create an invoice based on a template | View all accounts (or have access to the selected account) |
| Create a client request based on a template | View all accounts (or have access to the selected account) |
| Request a signature based on a template | View all accounts (or have access to the selected account) |
| Send an SMS based on a template | View all accounts (or have access to the selected account) |
| Create a job based on a template | View all accounts (or have access to the selected account) and have access to the pipeline |
| Assign client-facing status | View all accounts (or have access to the selected account) |
| Create a proposal based on a template | Manage proposals |
| Create an organizer based on a template | Manage organizers |
| Apply existing folder template | Manage documents |
| Add and edit job recurrences in the pipeline | Manage job recurrence |
| Access pipeline | To be added in “Available to” in pipeline settings |
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