Templates FAQ
Finding and reading templates
Where is the Templates screen?
Behind the Templates pill in the top bar, beside Files and Projects. It is not in the left sidebar, which lists the features themselves. The address is /dashboard/templates.
What does a template actually contain?
Instructions, never documents. What kind of instruction depends on the feature: review checks for Document Review, questions for Review Matrix, date types for Timeline, focus areas for Research, ordered sections for Drafting, and focus points for a Case Strategy playbook. You still pick the files at run time.
What is the difference between the three categories?
My templates is what you created and can change. Judicio templates is the library Judicio maintains. Shared with me is what colleagues handed you. The last two are read-only.
Can I edit a Judicio template?
No. A banner on it reads This template is managed by Judicio and can't be modified or removed. Press Duplicate template to get an editable copy under My templates, then change that.
Can I reorder the templates in the list?
The list has no drag ordering. Use the sort control, which offers Recently created, Template name - A to Z and Template name - Z to A. Ordering does exist inside a drafting template, where sections can be dragged into a different sequence.
Can I import templates from another tool?
The nearest route is Extract from file, which reads a policy or precedent document and drafts a template from it. It accepts .pdf, .docx, .doc, .txt and .md up to 50 MB.
Sharing
Who can see a template I created?
Nobody, until you share it. A template saved as Personal is yours alone.
Can I share with only some colleagues?
Yes. In the Share template modal, choose Specific members and tick the people you want. The alternative, All members, covers everyone in the organisation including people who join later.
Can other people edit a template I shared?
No. A recipient sees a banner reading Only the user who created this template can edit or delete it. They can duplicate it, which gives them their own personal copy to change.
How do I change who has it?
Open the template and use Manage sharing beside the Shared with heading. The modal opens on All members each time, so set the mode you want before submitting. What you submit replaces the previous list of recipients.
Can I make a shared template personal again?
Not from this screen. The Templates screen has no control that reverses organisation visibility. Narrow it to Specific members, or delete it and save a fresh personal copy.
Credits
What is free and what is not
Building a template is free, including Generate with AI, Extract from file and Learn from precedents. Browsing, searching, duplicating, sharing and deleting are free. The run you start from a template is billed at the rate of the feature you start it in. See Credits Explained.
Does a template make a run cheaper?
No. The price is the same as describing the same work by hand. What a template saves is the describing.
Troubleshooting
The Templates pill is not in the top bar
The pill is hidden on narrow screens. Widen the window or use a larger display. The same is true of the feature button on the detail pane, so if the pane shows a template but no way to run it, the window is too narrow.
Continue will not enable on the first wizard step
Template details needs a name and exactly one tag. One tag, not none and not several.
Save Template will not enable on the last step
You have chosen Organization and then Specific members without ticking anybody. Tick at least one colleague, or switch to All members.
The arrow will not submit on Generate with AI
The description is under ten characters. A line under the field says so until it is long enough.
My upload was refused on Extract from file
Either the file is over 50 MB, which is reported as File size must be under 50MB, or it is a type the panel does not accept. The accepted types are .pdf, .docx, .doc, .txt and .md.
Learn from precedents shows no files
That picker reads the file library of the project you have open. Without one it says Open a project to choose precedents from its file library. It also lists only files that have finished processing, and it takes at most 20 at a time.
I saved a template and it is not in the list
If the save succeeded but the reload did not, a message reads Template saved but could not be loaded. Please refresh. Refresh the page and check My templates on the matching feature tab. Remember that saving switches you to My templates, and that each feature tab has a separate library.
A colleague shared a template but I cannot see it
Check three things: that you are on the same feature tab they were, that they chose All members or ticked you under Specific members, and that you are working in a jurisdiction the template is tagged for. A template tagged for one jurisdiction is not listed for someone working in another.
Next steps
- Getting started with Templates - the screen, step by step.
- Creating a template - the four creation routes.
- Sharing templates - scopes, recipients and plan limits.
- Browsing the template library - every control, in one place.