How to create legal document templates?

By creating a template, you only have to set up the document once and manage it in one place.

This feature comes in handy if you have multiple websites where Terms and various other policies apply. By creating a template, you only have to set up the document once and manage it in one place. If you make a change on this, it will take effect on all properties.

 

Go to https://app.clym.io/

 

Click on Company, Policies, Agreements and Procedures.

Select Templates from the right-hand side menu.

 

Create a new template. (make sure you turn the Publish toggle ON)

 

Go back to your properties and select Policies.

 

Add a new document and from the Templates dropdown, choose the template that you would like to use, and set the creation date.

 

Click Save.