Templates & Management

Template Library Overview

Built-in Templates

The Legal Document Generator includes 20+ professionally designed templates covering all major document types and industries.

Template Categories

Privacy Policy Templates (6 templates)

1. Basic Privacy Policy: Essential privacy information for small websites
2. Comprehensive Privacy Policy: Detailed policy with all GDPR requirements
3. E-commerce Privacy Policy: Includes payment processing and order data
4. Healthcare Privacy Policy: HIPAA-compliant with medical data handling
5. SaaS Privacy Policy: Cloud service data processing and security
6. Mobile App Privacy Policy: App-specific data collection and permissions

Terms of Service Templates (5 templates)


7. Website Terms: General website usage terms
8. E-commerce Terms: Online store terms with payment and shipping
9. SaaS Terms: Software service terms with SLA and support
10. Content Terms: Blog/website content usage and copyright
11. Mobile App Terms: App store compliance and user agreements

Cookie Policy Templates (4 templates)


12. Simple Cookie Policy: Basic cookie explanation
13. Detailed Cookie Policy: Full cookie inventory with categories
14. Marketing Cookie Policy: Focus on marketing and tracking cookies
15. Analytics Cookie Policy: Analytics and performance cookies

Accessibility Statement Templates (3 templates)


16. Basic Accessibility Statement: Simple accessibility commitment
17. WCAG 2.1 AA Statement: Detailed compliance with WCAG guidelines
18. Section 508 Statement: US government accessibility compliance

Data Processing Agreement Templates (2 templates)


19. Standard DPA: GDPR-compliant data processing agreement
20. Advanced DPA: Detailed DPA with security and audit requirements

Template Management


Accessing Templates


Navigate to: SLOS → Legal Documents → Templates

Template Features


Template Browser


21. Categories: Filter by document type
22. Industry: Filter by business type
23. Language: Filter by available languages
24. Compliance: Filter by compliance level

Template Preview


25. Full Preview: See complete template
26. Section Preview: View individual sections
27. Customization Options: See what can be modified
28. Sample Output: Example generated document

Template Customization


Template Editor


29. Visual Editor: WYSIWYG editing interface
30. HTML Editor: Direct HTML editing for advanced users
31. Variable System: Insert dynamic content variables
32. Conditional Logic: Show/hide content based on conditions

Variable Types


Company Variables


`
{{company_name}}
{{company_address}}
{{contact_email}}
{{contact_phone}}
{{business_registration}}
{{industry_type}}
`

Legal Variables


`
{{gdpr_compliance}}
{{ccpa_compliance}}
{{cookie_categories}}
{{retention_periods}}
{{data_categories}}
`

Dynamic Variables


`
{{current_date}}
{{effective_date}}
{{version_number}}
{{last_updated}}
{{cookie_count}}
`

Conditional Content


`
{{if industry == ‘healthcare’}}
HIPAA compliance information
{{/if}}

{{if cookies.marketing}}
Marketing cookie details
{{/if}}

{{if location == ‘EU’}}
GDPR-specific clauses
{{/if}}
`

Custom Template Creation


Creating New Templates


Method 1: From Scratch


33. Click Create New Template
34. Select document type
35. Choose base structure
36. Add sections and content
37. Insert variables
38. Save template

Method 2: Clone Existing


39. Select existing template
40. Click Clone Template
41. Modify as needed
42. Save as new template

Method 3: Import Template


43. Upload template file (.json or .html)
44. Map variables
45. Test generation
46. Save template

Template Structure


Required Sections


47. Header: Company information and document title
48. Body: Main content sections
49. Footer: Contact information and effective date
50. Signatures: If applicable

Optional Sections


51. Table of Contents: Auto-generated
52. Appendices: Additional information
53. Glossary: Legal term definitions
54. Change Log: Version history

Template Organization


Template Categories


55. Personal: User-created templates
56. Team: Shared team templates
57. Organization: Company-wide templates
58. Public: Community templates

Template Permissions


59. Owner: Full control
60. Editor: Can modify content
61. Viewer: Can use but not modify
62. Public: Available to all users

Template Sharing


63. Share with Team: Share with specific users
64. Make Public: Available organization-wide
65. Export Template: Download for backup or sharing
66. Import Template: Upload shared templates

Document Management


Document Library


Access via: SLOS → Legal Documents → Documents

Document Status


67. Draft: In-progress documents
68. Published: Live documents
69. Archived: Previous versions
70. Scheduled: Future publication

Document Actions


71. Edit: Modify document content
72. Preview: View document
73. Publish: Make document live
74. Export: Download in various formats
75. Duplicate: Create copy
76. Archive: Move to archive

Version Control


Version Features


77. Auto-Versioning: Automatic version increment
78. Manual Versions: Custom version numbers
79. Version Notes: Describe changes
80. Version History: Complete change log

Version Management


81. Compare Versions: Side-by-side comparison
82. Revert Changes: Roll back to previous version
83. Merge Versions: Combine changes
84. Export Version: Download specific version

Document Organization


Folders and Tags


85. Folders: Organize by department or project
86. Tags: Label documents (e.g., “GDPR”, “2024”, “Legal-Review”)
87. Search: Find documents by content or metadata
88. Filters: Filter by status, type, date, author

Bulk Operations


89. Bulk Export: Export multiple documents
90. Bulk Archive: Archive multiple documents
91. Bulk Tag: Apply tags to multiple documents
92. Bulk Move: Move to different folders

Publishing Workflows


Workflow Types


Simple Publishing


93. Generate document
94. Review content
95. Click Publish
96. Document goes live

Review Workflow


97. Generate document
98. Send for legal review
99. Incorporate feedback
100. Get final approval
101. Publish document

Scheduled Publishing


102. Generate document
103. Set publication date
104. Document publishes automatically
105. Notifications sent

Approval Process


Approval Settings


106. Required Approvers: Specify who must approve
107. Approval Order: Sequential or parallel approval
108. Deadline: Set approval deadlines
109. Escalation: Automatic escalation if delayed

Approval Workflow


110. Submit for approval
111. Approvers notified
112. Review and comment
113. Approve or reject
114. Final approval publishes document

Integration Features


Module Integration


Consent Management


115. Pull cookie categories
116. Include consent settings
117. Link to privacy preferences

Cookie Scanner


118. Auto-populate cookie inventory
119. Include cookie purposes
120. Add third-party details

Accessibility Scanner


121. Generate accessibility statements
122. Include compliance status
123. Add improvement details

DSR Portal


124. Link to privacy request process
125. Include data rights information
126. Add contact details

External Integrations


WordPress Integration


127. Publish to WordPress pages
128. Update existing pages
129. Create new pages automatically

Email Integration


130. Send document notifications
131. Include document links
132. Schedule reminder emails

API Integration


133. REST API for document management
134. Webhooks for automation
135. Third-party app integration

Performance and Storage


Storage Management


136. Document Storage: Efficient compression
137. Version Storage: Automatic cleanup of old versions
138. Backup: Automatic document backups
139. Export Storage: Temporary export file cleanup

Performance Optimization


140. Template Caching: Fast template loading
141. Lazy Loading: Load content as needed
142. Background Processing: Large operations in background
143. CDN Integration: Fast document delivery

Security Features


Access Control


144. Role-Based Access: Different permissions by role
145. Document Permissions: Control who can view/edit documents
146. Audit Logging: Track all document changes
147. Encryption: Secure document storage

Data Protection


148. PII Detection: Identify personal information
149. Access Logging: Log all document access
150. Secure Export: Encrypted export files
151. Retention Policies: Automatic document cleanup

Backup and Recovery


Backup Options


152. Automatic Backup: Daily document backups
153. Manual Backup: On-demand backups
154. Export Backup: Download all documents
155. Cloud Backup: Optional cloud storage

Recovery Features


156. Point-in-Time Recovery: Restore to specific date
157. Document Recovery: Recover deleted documents
158. Version Recovery: Restore previous versions
159. Disaster Recovery: Complete system recovery

Troubleshooting


Common Issues


Template Problems


160. Template Not Loading: Check template file integrity
161. Variables Not Working: Verify variable syntax
162. Styling Issues: Check CSS compatibility

Document Issues


163. Generation Fails: Check required fields
164. Publishing Fails: Verify permissions
165. Export Fails: Check file system permissions

Performance Issues


166. Slow Loading: Clear template cache
167. Large Documents: Use background processing
168. Memory Issues: Check server resources

Best Practices


Template Management


169. Use descriptive template names
170. Include version notes
171. Test templates before use
172. Keep templates updated
173. Share approved templates

Document Organization


174. Use consistent folder structure
175. Apply relevant tags
176. Set up approval workflows
177. Regular document reviews
178. Archive old versions

Security Practices


179. Set appropriate permissions
180. Enable audit logging
181. Regular security reviews
182. Train team on security
183. Monitor access logs

Related Documentation


184. Document Generation
185. Publishing & Export
186. Compliance & Multi-language
187. Configuration Guide