Templates in fynk allow you to create standardized documents efficiently while maintaining flexibility for customization. With templates, you can streamline contract creation, ensure consistency, and automate key aspects of your workflow.

This guide covers everything you need to know about working with templates in fynk - from accessing and creating them to editing, managing permissions, and publishing them for use. Follow the steps below to get started!

To access the template section, click on the [Templates] item in the sidebar.

In the template section, click the [Create new] button to start creating a template. A form will open, displaying the required fields.

Once you´ve filled in the necessary information, you can create your template using one of the following methods:

Once a template is created, the fynk editor provides various formatting options. You can further customize the template to fit your specific needs.

The first step is to add the necessary parties to your document. The party is just a placeholder here, only the reference needs to be entered, not the specific party itself.

When adding a party, you can choose from the following entity types:

You can then position the signature blocks as needed.

By default, the internal signatory is not pre-assigned in a template. However, if the same person (e.g., an HR manager for employment contracts) always signs, you can set them as the default signatory. For external parties, signatories are usually not pre-defined.

In the General Settings, you can customize your template by renaming it or adding additional details to enhance organization and functionality.

​Key Settings You Can Adjust:

Control who will have default access to a document once it is created. This ensures the right users can view and manage the document while maintaining proper visibility controls.

Keep in mind that notifications are triggered based on individual access to a specific template, not on team-wide access. Setting up auto-access correctly helps ensure that the right people receive updates and alerts.

In fynk, metadata helps organize and store essential document details—such as dates, financial figures, or contract clauses—in a structured way. This ensures important information is easily accessible and manageable.

When metadata is assigned to a template, all metadata settings are automatically copied to any document created from that template. Metadata can be entered manually or synchronized automatically for efficiency.

Additionally, dates and durations are displayed based on the identified metadata. You can also define specific actions for a document, such as:

By leveraging metadata, you can streamline document management and create automations effortlessly.

With conditions you can define when a certain section should be shown or if a specific action should be triggered. A condition basically toggles the appearance of a certain text or paragraph in a document based on the value of a dynamic field.

Checkpoints allow you to collect approvals from stakeholders before the document moves to the next stage. They can be added before the following stages:

The placement of checkpoints depends on your internal workflow.

Define who receives notifications and when. Changes to notifications apply to all documents created from the template unless overridden at the document level.

You can:

Attachments

Attachments are a fixed part of your document, such as terms and conditions. When you send or sign a document, the attachment is included and signed along with it.

File Storage

File storage, on the other hand, is not an integral part of your document but serves as a useful space for storing and sharing additional files, such as an onboarding checklist. These files can support document editing or provide relevant information without being part of the signed document.
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To use your template for document creation, publish it. Click [Publish] above the command menu. Once published, the template will be available for selection when creating a new document.
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