Skip to main content

Agreement Templates

Settings → Agreement templates holds the wording sent to depositors to sign — deposit forms, gift deeds, loan and transfer agreements.

As the page says: "Editing a template creates a new version; already-sent agreements keep the wording they were sent with." Nothing you change here can alter an agreement somebody has already been sent or signed.

What's on the page​

Templates are grouped by kind:

  • Deposit
  • Gift
  • Loan
  • Transfer
  • Custom

Each row shows the template's name and its version (v3, and so on). One template per kind can carry the Default badge — the one offered first when you create an agreement.

Archivers.ai ships seeded starter deeds so you have something to adapt rather than a blank page. They are marked Draft — review, meaning they are starting wording pending your own legal review. Read them before you send one.

Creating and editing​

  • New template — top right — creates one from scratch.
  • Edit on a row opens the wording. Saving creates a new version; the version number on the row goes up.
  • Delete removes the template. You're asked to type DELETE to confirm, and told what it does and doesn't touch: "Agreements already created from it keep their own copy of the wording, so they are unaffected."

With no templates at all, the page reads "No templates yet" — "Create your first agreement template, or open one of the seeded starter deeds to adapt it."

Who can use it​

Organisation admins only. Everyone else sees "Only organisation admins can manage agreement templates."

It isn't tied to a plan — any organisation can manage agreement templates.

See also​