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Discovery Template Library showing categories with options to filter by All, Yours, Team, and Libra The Template Library contains pre-built discovery templates ready to use. These templates are designed for common document types and can be used as-is or customized to fit your needs.

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Creating a Template

1

Start a new template

In the Discovery section, click the Create New Template card under My Templates.Create New Template card in the Discovery section
2

Enter a title

Give your template a descriptive name that indicates the document type (e.g., “M&A NDA Discovery” or “Lease Agreement Analysis”).New Template form with Title field highlighted
3

Add a description

Describe what this template is designed to extract. This helps you and your team understand when to use it.New Template form with Description field highlighted
4

Configure sharing

Choose whether to share this template with your team. Check Share with team to make it available to colleagues.New Template form with Sharing options highlighted
5

Add columns

Click Add Column to define what information Libra should extract. Each column becomes a question answered for every document.New Template form with Columns section highlightedFor each column, specify:
  • Column Label: A short name for the column header
  • Prompt: Instructions telling Libra what to look for
  • Answer Type: The format of the extracted data (Text, Yes/No, Number, Date, Bullet List, Currency)
6

Save the template

Click Save Template to save your template. It will appear under My Templates and can be used for future discoveries.New Template form with Save Template button highlighted

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Using a Library Template

1

Open the library

Navigate to the Discovery section in Libra. Use the tabs to filter by My Templates, Team, or Libra.Discovery section showing template tabs
2

Find a template

The Team tab shows templates shared by your colleagues. The Libra tab contains templates pre-built by the Libra team for common document types.Browsing templates in the Libra library
3

Start a discovery

Click Use Template to start a discovery with the selected template. Upload your documents and the discovery will extract data based on the template columns.Starting a discovery with a selected template

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Customizing Library Templates

Template card showing three-dot menu with Duplicate option If a library template is close to what you need but requires adjustments:
  1. Click the three-dot menu on the template card
  2. Select Duplicate
Your copy will be saved separately from the original, allowing you to modify columns, adjust prompts, or change answer types.

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Best Practices

The description tells Libra what to look for. Be specific: “The date when the contract was signed by all parties” is better than “Contract date.”
Matching the column type to the data improves extraction accuracy and enables sorting/filtering on results.
Begin with the most important columns. Once those work well, add more. It’s easier to debug a template with fewer columns.
Discovery works best when documents are similar in structure. Create separate templates for different document types.