Enabling templates in Juristic Flow

This guide explains how to enable and use a pre-existing template, demonstrated using an M&A buyer template.

1. Create a new Flow board

• Click on the + Create Flow board button.

2. Import a template

• Within your new flowboard, locate the Import option in the top right corner.
• Select Template from the menu in the bottom left corner.

3. Choose an existing template

• Click on the desired template to preview its structure and contents. If you do not have any templates, but wish to, please reach out us via the support. 

4. Enable and customise

• Confirm your selection to enable the template within your flowboard.
• You can now customise the tasks, timelines, and workflows as needed to suit the specifics of your case.
  
  

What to do if no templates are available

• If no templates are visible in your Juristic Flow dashboard, it may be because your account has not been configured with pre-built templates.
• To request access to templates, contact our support team by emailing helpnest@juristic.io, and include the specific type of template you need.