The Template Library is a curated collection of pre-built templates shared across the platform — annual filings, KYC checklists, monthly bookkeeping, and more. Subscribing copies a template into your organisation so you can use it like any of your own.

  1. Open the Templates page.
  2. Click Library (or Template Library).
  3. Browse templates. Use the search box to find one by name and the category filters to narrow by topic.
  4. Click a template to preview its items, structure, and description.
  5. Click Subscribe to copy it into your organisation's templates.

The template appears in your own Templates list and can be cloned or bulk-created from immediately.

Tip: Subscribed templates are copies — edit them freely without affecting the library version. If the library template is updated later, you can re-subscribe to pull in the latest version (creating a new copy).