Features  ›  Fill-in templates

Approved once. Filled in a hundred times.

◆ Team and Business plans

Build a document, mark the blanks, and lock everything else. Staff create their own copy of a job offer, form or letter by filling in only the fields you allow. The wording you signed off never changes.

Try it.

Type in the fields and watch the document fill in. The locked paragraph can't be touched.

Job offer letter

The only parts staff can change.

Filled in automatically: Org, Date, Year
People & HR › TemplatesLocked wording approved by HR

How it works

  1. Write the template

    Start from scratch, from a suggested layout (policy, procedure, FAQ, meeting notes) or let AI draft it for you.

  2. Add fillable fields

    Insert a field wherever something changes from one copy to the next: a name, a salary, a date.

  3. Get it approved

    The template goes through sign-off like any other page. Everything outside the fields stays exactly as approved.

  4. Staff make their own

    People create a new document from the template and fill in only the blanks. No copy and paste, no rogue edits.

Less typing, fewer mistakes.

  • Smart placeholders. Organisation, name, first and last name, email, role, date and year fill themselves in.
  • Categories. Group templates by department so people find the right one fast.
  • Icons and descriptions. Each template says what it's for before anyone opens it.
  • Full editor. Templates can include tables, steps, callouts, checklists and everything else the editor does.

Teams use them for

Anything you write again and again where the wording has to stay right.

Job offersContract variationsReturn to work formsProbation reviewsDisciplinary invitesMeeting minutesIncident reportsClient proposalsSupplier lettersOnboarding packs

Bring your own letters.

Send us a template you use today and we'll show it working in the demo.

Book a demo

Find your workspace

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