Templates

Templates live at Templates in the sidebar. The page is tabbed; each tab is gated by its own permission so you can scope who manages what.

How templates work

A file matter is the deal record for a single transaction. It holds everything your team enters: buyer and seller names, property address, completion date, mortgage details, disbursements, and more.

Every template type follows the same core idea: you configure the repeating parts once in Templates, and when you use that template inside a file matter, it pulls from the file's data automatically. Your team only fills in the values that actually change deal to deal (names, amounts, dates) and stops re-typing the same boilerplate every time.

• Document templates: Word documents with placeholders that are replaced by file-matter data when you generate. A Statement of Account always has the right buyer name, completion date, and amounts without anyone copying them in by hand.
• Mortgage templates: Form A/B boilerplate saved per lender. Apply one to a file matter and the standard terms and lender details fill in; you only enter the deal-specific figures.
• Order-to-Pay templates: saved deduction rows (name, description, default amount, who deducts). Apply a row to a file matter and the details hydrate automatically.
• Adjustment templates: saved adjustment rows your firm applies across files. Coming soon.

Document templates

A Word (.docx) document with placeholders that get filled in from the file matter. Used for Statements of Account, mortgage retainers, cover letters, and anything else your firm produces in volume.

• Upload a .docx with placeholders like {{client.fullName}} . Triconvey extracts them automatically.
• Map each placeholder to a file-matter field via the field-picker. Placeholders without a mapping render blank.
• Group templates into Packages so generating one file produces a whole bundle (e.g. all closing documents at once).

Mortgage templates

Lender-level boilerplate for mortgage Form A header + Form B provisions. A template captures the parts that repeat across deals: the lender name, prescribed standard terms, and mode dropdowns. A new file only needs the deal-specific values.

• Form A header: rank of mortgage, lender name, and (optional) signed/registered dates and reference numbers.
• Form B Payment Provisions (Line 5): 5(a) Principal → 5(l) Balance Due Date, with the value cell + mode dropdown (As Entered / N/A / Blank / See Schedule / On Demand) for each.
• Form B Interest Mortgaged (Line 6): floating charge, current/running account, fee simple, other interest specify.
• Form B Mortgage Terms (Line 9): term type (Prescribed / Filed / Express) plus the DF Number when filed.
• Additional Terms & Prior Encumbrances (Lines 10–11): free-form value + mode pairs.

Apply a template to a file

1. 1Open the file matter and go to the Mortgage tab.
2. 2Use the Apply from Library picker at the top, searchable by template name.
3. 3Form A and Form B both hydrate from the template. Fill in the deal-specific values (amount, dates, etc.) and save.

Order-to-Pay templates

Reusable rows for the mortgage Order-to-Pay deduction list. Each template stores name, description, default amount, and who deducts (Notary/Lawyer or Lender).

• Common deductions like "Property tax adjustment" or "Title insurance premium" live here once and apply across every file.
• Apply via the picker on the Order-to-Pay row inside a file matter. The name, description, amount, and deducted-by fill in automatically.
• Editing a template doesn't retro-update files that already used it; only future picks see the change.

Template scoping

All templates are scoped to the firm. Every member of the same Business Account sees the same library. There's no per-user template namespace; if your firm has two ways of doing the same thing, save them as two named templates instead.