How to use - My Templates

The 'My Templates' page is where you can start to create new legal documents based on the legal templates you have purchased. It is the counterpart to the 'My Documents' page, where you can access, monitor and file any of the documents that you have purchased and started work on.

The following functionality is available on the 'My Templates' page:

Changing the order of the documents displayed: Use the ‘order by’ functionality at the top right of the page to order your documents:

  • alphabetically (‘A>Z’)
  • reverse alphabetically (‘Z>A’)
  • in descending order based on when they were purchased (‘Latest’)

Show service details: use the ‘Show Details/Hide Details’ function at the top right of the page to show or hide full details on how many documents you can create from each of the templates you have bought, and how many times these can be sent for legal review.

Starting a new document: click on the document title or on the ‘Start’ button to create a new document based on this template. If you save the document, it will then appear in your 'My Documents' page.

Can’t start a new version of a document? When you purchase a service through Slater and Gordon Essentials, you are buying a combination of document templates and (in some service levels) a legal review of those templates to a set limit that is explained at the point of purchase. If you have already ‘used up’ either the number of documents you can create from a template you have purchased, or all the legal reviews associated with that document, then you will see that some templates are unavailable to you. The statuses you will see under these circumstances are:

  • In progress – you have already created a document based on this template and it is in progress (and is either as yet not submitted, under legal review, or has been completed).
  • Limit reached – you have purchased a product where you can only create a certain number of documents from a wider selection, and although you may not have created a document from the template in question, you have reached the limit of the document you can create under the terms of your purchase.