Add a template
Add a template to your organisation's Library for free, with template credits, or by buying it once.
A template you add goes into your organisation's Library folder in Documents. Everyone in your organisation can see it. You are its owner.
- Open Templates and choose a template.
- Under Get this template, choose how to get it:
- Add to Library for a free template.
- Use template credits to spend credits from your plan.
- Buy it once to pay for this template on its own. It works on the Free plan too.
- When it is added, choose Open to go to the library copy.
Your organisation only pays for a template once. If its library copy is deleted, add it again from its page at no cost.
Value packs and systems
A pack adds each of its documents to a folder of its own inside Library, named for the pack. Documents your organisation already has are not added twice.
- A value pack is templates that are also sold on their own, for fewer credits than adding each one. Its page shows what you save.
- A system is documents that work together, such as a management plan, its policies and procedures, and the SWMS for the work. Some of its documents are only sold in the system. Its documents link to each other, and once added every link opens your own copy. Each one names the system and its other documents under its title. Start a document shows how to add links of your own.
A pack's page has a tab for each document, with its preview and what it covers. Choose Overview to see the whole pack.