Workflow (Basic): Templates

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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, contracts, invoices, chats, and emails. 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!

Covered here:

• Templates, Explained
• Who Can Create and Use Templates?
• Task Templates
• Email Templates
• Job Templates
• Organizer Templates
• Folder Templates
• Chat Templates
• Contract Templates
• Invoice Templates
• Signatures Templates

Templates, Explained

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.

So what can you also use them for?

• Emails, messages, contracts, and invoices you frequently send to clients.
• Tasks and jobs you often perform.
• PDF forms you send for client signatures.
• Folders you use for your various 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.

From Settings, go to the Templates tab 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, we offer default templates. Copy them from our library, then use them as is or edit them to your liking! Read more on using the template library in the article.

Note!

• Changes you make to a template don’t affect previously created items made from that template.
• Changes you make to items made from a template don’t affect the original template.

Who Can Create and Use Templates?

A firm owner and Admin are always able to create, edit, and delete templates on TaxDome. If you want one or more employees to have that option too, give them access rights to manage templates:

1. Go to Settings, select Team & Plans in the menu bar, navigate to Active Team Members, then click on the team members’ names in the list.

2. Click on the Edit Access Rights pencil icon, then toggle on Manage templates.

3. Click SAVE.

Your employees do not need to have Manage template access rights to use previously created templates and make changes to them. If you want them to take advantage of existing templates, give them the following access rights:

Task Templates

Task templates are used to speed up creating tasks. There are two ways to use task templates:

• Add a task manually (for more details, go here).
• Create an automated task when a job enters a specific stage in a pipeline (for more details, go here).

Email Templates

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Email templates are used to speed up writing emails. There are two ways to use email templates:

• Create an email manually (read more about this here)
• Create an automated email when a job enters a specific stage in a pipeline (for more details, go here).

Job Templates

Job templates are used to speed up adding jobs to pipelines. There are three ways to use job templates:

• Add a job manually (read more about this here).
• Set up a default template for jobs created within a pipeline (for more details, go here).
• Set up a default template for the jobs that are automatically created according to the settings of your custom client signup form (for additional info, go here).

Organizer Templates

Organizer templates are interactive questionnaires used to gather info you need from clients. They include a number of sections with different types of questions and even conditional logic jumps (new questions pop up when needed). There are three ways to use organizer templates:

• Manually send an organizer to a client (for more details, go here).
• Create an automated organizer when a job enters a specific stage in a pipeline (for more details, go here).
• Have clients create their own organizer (for more details, go here).

Folder Templates

Folder templates are predefined sets of folders that help speed up the process of making new ones in client accounts. Folder templates can also include files that are automatically uploaded to accounts once you apply the template. There are several ways to use folder templates:

• Apply them when you create a new account (go here for the details).
• Make a default. This way, a folder template will be automatically applied to each new account (read more about this here).
• Manually apply them to one or more accounts (read more about this here).
• Automatically apply them to client accounts when a job enters a specific stage in a pipeline (for more details, go here).

Chat Templates

Chat templates are used to speed up in-app message creation. There are two ways to use chat templates:

• Create a chat thread manually (to read more details, go here).
• Create an automated message when a job enters a specific stage in a pipeline (read more about this here).

Contract Templates

Contract templates are used to create agreements that describe the terms of the business relationship with the client. They can include a list of services you offer and their rates. There are two ways to use contract templates:

• Create a contract manually (read more here).
• Create an automated contract when a job enters a specific stage in a pipeline (for details, go here).

Invoice Templates

Invoice templates help speed up making invoices; they can even include a list of the services performed and their rates. Here's how to use invoice templates:

• Create an invoice manually (read more here).
• Create an automated invoice that goes out to a client when a job enters a specific stage in a pipeline (to learn how, go here).

Signatures Templates

Signature templates are to speed up requesting e-signatures for frequently used forms. There are several ways to use folder templates:

• Apply them when you request signatures for any document uploaded to your folder with Client can view  access. Go here for the details. 
• Add default signature template from our Library. Go here for the details.