How to Create a Template in Amicus

Intro

A template is text that captures the shared intention and purpose of a document, such as contract terms. It leaves out particulars like names and addresses, because those change each time. A template also uses role placeholders, like Buyer and Seller or Contractor and Client. You assign these roles when you use the template. Amicus includes an assistant that can suggest ideas or flag parts to rethink.

Setup

Prerequisite — You are logged in.

Steps

1. Go to Templates — Open the Templates page from the top header.
2. Create a template — Click New template to start a new template.
3. Set the roles — In the Roles section, click Manage. Click Add role. Enter a Label (for example, Employer). Optionally add a description (for example, the company doing the hiring). Repeat for each role you need. Optionally click Hide to collapse the Roles section.
4. Enter the title — Type the Title for your template.
5. Draft the text — Write the template text to capture the shared intent of the parties. Use role names (Buyer, Seller; Contractor, Client) instead of specific people or company names. Leave particulars (names, addresses, dates) out; you will fill them when you use the template.
6. Use the assistant — Ask the Amicus assistant for ideas, clauses to consider, or points that may need rethinking.
7. Save changes — Click Save Changes to keep your work.