video1.0<iframe src="https://www.loom.com/embed/8c6388445bd6469db50325cfe7867861" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/8c6388445bd6469db50325cfe7867861-1e63e02526c62acb.gif422.699This Loom walks through how to create project templates to standardize firm documents, naming conventions, and disclaimers. From the organization level, admins can click plus create template, name it, and select which document types to toggle on, including custom workflows and associated response types like tender RFIs. The creator then sets naming conventions for each tab, such as Proposal or Request and Supplemental Instructions, and saves the template. When creating a project, users can select a template, which automatically pulls in the configured document types and naming conventions that can still be modified later.