ClerkDirect templates control the structure and formatting used when Ava drafts minutes and when agendas or minutes are exported.
Open the template library
1. Open Organization.
2. Select Templates.
3. Choose Upload template to create a custom template from an existing document.
4. Open a template to review its instructions or Word Page Layout.
5. Use the template action menu to assign it as the Minutes Template or Agenda Template.
Template assignments
• The Minutes Template is used when Ava drafts meeting minutes.
• The Agenda Template controls exported agenda documents.
• Changing a workspace default affects future document generation.
• Existing minutes keep the template and Page Layout revision assigned when they were generated.
Permissions
Only a ClerkDirect organization Administrator can upload, replace, delete, or assign workspace templates and Word Page Layouts. Meeting Managers can use assigned templates while managing meetings.
Editable body and Page Layout
A custom template teaches ClerkDirect the document body structure, headings, tables, and writing style. An optional Word Page Layout owns export-only features such as headers, footers, logos, page numbers, line numbers, paper size, margins, and borders.
Page Layout features are not displayed in the Leto editor. They are applied when Word or PDF documents are exported.