Document templates
The library of document templates behind every AI draft — the resolutions, registers, letters and filings your firm produces. See what ships as standard, turn templates on or off, and tailor the wording to your house style.
Two kinds of template, two places. Document templates (this page) shape the wording of a generated document. Workflow templates shape the steps a task runs — covered in Customize workflows. Both live under Settings → Templates, in the Documents and Workflows sub-tabs.
What a document template is
A document template is the reusable skeleton behind a generated document — an AGM resolution, a directors’ register, an engagement letter, a Form for a director change, and so on. It defines the structure, the standing legal wording, and the fields the AI fills in from the company’s data (company name, UEN, officers, dates, amounts).
When you ask CorpSec.app to draft something, it picks the right template for the document type, fills the fields from your records, and produces the Word file. Good templates are what make the output correct and consistent every time.
Where to find them
Open Settings → Templates and choose the Documents sub-tab (the Workflows sub-tab beside it is for step-by-step workflows). Each template is listed with its name, document type, version, and an Active / Inactive state. Managing document templates is an admin action.
Inspect a template’s fieldsLive
Click the expander (▸) on any template to see the fields it uses — the merge points the AI fills. Each field shows its name and, where defined, its type and whether it is required. This is the quickest way to understand what data a document needs before you generate it.
If a document keeps coming out missing a value, check the template’s field list here, then confirm that value exists on the company (Companies) or the task (the Fields tab in the right panel).
Turn templates on or offLive
An admin can activate or deactivate any template by clicking its status pill. A deactivated template drops out of the library, so the AI will not offer or use it. Use this to retire a document type your firm does not produce, or to hold a template back while you review it.
Non-admins see the Active/Inactive state as read-only. Only firm admins can change it — the toggle is enforced on the server, so it cannot be flipped from a non-admin session.
Customise the wording (Customize)Live
On an editable template’s row, click Customize (or Edit once a firm version exists) to copy the system template into your firm’s own editable draft and adjust the standing wording — your preferred clause phrasing, standard caveats — while the fields stay wired to your data. Activate your version and docgen prefers it over the system default for that document type; deactivate or Revert to fall back.
This mirrors how workflow customisation works: the original system template is never changed, so you can always fall back to it.
Templates that carry statutory wording are locked for in-app editing (their row says so). To change their wording, use "Upload your own .docx" below — your wording, your compliance.
Upload your own .docxLive
Every template row has a Download .docx button (the system default as an editable Word file with placeholder tokens) and an Upload your own .docx button (which becomes Replace your .docx once a file is on record). Upload your firm’s Word file and new documents of that type are generated by filling your file’s placeholders with each company’s data — full control of every word.
Uploads are admin-only and .docx only — macro-enabled files are rejected, and the file is test-rendered at upload time so a malformed placeholder is caught immediately rather than breaking a later generation. You can remove your file at any time to fall back to the built-in template.
Frequently asked questions
Can I upload my firm’s own Word template today?
Yes. On any template’s row in Settings → Templates → Documents, download the starter .docx, edit it in Word, and use "Upload your own .docx" to put your file live — generation then fills your placeholders with each company’s data. Admin-only, .docx only.
What is the difference between document and workflow templates?
Document templates shape the wording of a generated document; workflow templates shape the sequence of steps a task runs. They live under Settings → Templates in the Documents and Workflows sub-tabs respectively. Workflow customisation is fully live — see Customize workflows.
If I deactivate a template, what happens to documents already generated from it?
Nothing — deactivating only removes the template from the library so the AI stops offering it for new drafts. Documents you already produced are unaffected.
Who can manage document templates?
Firm admins. Others can view the list and each template’s fields, but the active/inactive toggle, Customize and .docx upload are admin-only and enforced on the server.
This is a product guide for CorpSec.app. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.