Question Templates

A question set you got right once is worth keeping. A matrix template stores the whole set, each question with its category, its extraction prompt, its answer type, and any currency code or allowed values it carries, so the next matrix starts configured rather than blank.

Where you can save from

Save as template appears in two places on the Review Matrix home, and both save only the questions you have ticked.

1

The bar above the question list

This is the first of the two. Save as template sits beside Regenerate, above the questions the run will ask.

Surface	Where the control sits	Note
The question set written by Ask Judicio	The bar above the question list	Saves the ticked questions from the set Judicio wrote for your query
An opened Smart Suggestions card	Beside the card's name, inside the panel	Saves the ticked questions from that suggestion, including any you edited or added

A saved template card offers Edit template in that position instead, because a template is already saved. Editing one happens in the Templates hub, not in the matrix composer.

Save as template is disabled while nothing is ticked.

The Save as template modal

The modal is headed Save as template. Members of an organisation get two steps, shown as Review template and Visibility at the top; on a personal plan there is only the first.

Step one: review the template

Control	Where	What it does
Template name	Top of the modal	Names the template. Required. Placeholder: "Enter template name"
The question count	Under the name	States how many questions are being saved
Edit	On a question row	Opens that row for editing in place
Delete	On a question row	Drops the question from the template
Add question	End of the list	Adds a row
Cancel	Footer	Closes without saving
Save and continue	Footer, organisation members	Moves to the visibility step
Save template	Footer, personal plans	Saves immediately

Opening a row for editing gives you the same fields the matrix uses: a Category, a Question, an answer-type dropdown carrying all ten types, a currency code for Currency and Monetary Amount, and the allowed-values editor for Tag. A Tag row cannot be committed without at least one allowed value, exactly as in the matrix itself.

You do not have to write a description. Judicio fills one in from where the set came from.

Step two: visibility

Control	What it does
Personal	Only you can see and use the template
Organization	Shares it with your organisation members
All members	Everyone in the organisation gets it. Appears once Organization is chosen
Specific members	Narrows it to people you tick from the member list
Back	Returns to step one with your list intact
Cancel	Closes without saving
Save template	Saves the template with the visibility you chose

Saving confirms with "Template saved". A newly saved template appears in the Templates mode the next time that list loads.

Using a saved template

Open the Templates mode on the Review Matrix home. It is headed Start from a template, and three pills filter it:

• Judicio templates, the sets that ship with the product;
• My templates, the ones you saved;
• Shared with me, the ones colleagues shared with you.

Each pill carries a count. Six cards fit a page, with previous-page and next-page controls and a range readout below the grid.

Click a card to open it. The panel shows the template's questions read-only, states that it uses every question in the template, and offers Start review matrix in its footer. Pick your documents first: with none selected the start button is disabled and says "Add at least one document to start."

A template runs whole

There are no per-question checkboxes on a template card. If you want a subset, edit the template, or save a new one from an Ask Judicio set. This is deliberate: a template that quietly ran a different question set each time would not be a template.

Recommendations follow your files

With documents selected, the template grid is ordered for that set rather than listed generically, so the ones that fit your documents surface first. With no documents selected the grid still browses fine; it just cannot rank.

Creating and managing templates

Two controls in the section header lead to the Templates hub, where matrix templates are created and maintained properly.

Control	Where	What it does
Create template	Section header, both Smart Suggestions and Templates	Opens the Templates hub with a new matrix template started
Manage templates	Section header, both modes	Opens the Templates hub filtered to matrix templates
Edit template	Inside an opened template card	Opens that specific template in the hub

An empty category in the grid says "Nothing saved in this category yet." and offers Create template on the spot.

The hub itself, including sharing, duplicating and organising templates across every Judicio feature, is documented in Workflows and templates.

Next steps

• Write and edit the questions themselves
• Run a matrix from a template
• Browse the full template library

Open the template library (opens in a new tab)