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A Discovery template is a column configuration you save and reuse. Once you’ve tuned the columns for “NDA data extraction”, you can run the same Discovery on next quarter’s NDAs without re-defining anything. Discovery templates live in the global Template library alongside Assistants, Workflows, and Review templates.
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Libra-built templates are read-only. Duplicate into My templates before tweaking. Edits don’t propagate back; the original stays as a baseline.

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Where templates live

Three sources of Discovery templates:
SourceWhat you’ll find
My templatesThe ones you’ve created.
TeamTemplates your colleagues have shared with you or your team.
LibraPre-built templates from the Libra team for common document types: NDAs, employment contracts, leases, share purchase agreements, etc.
Switch between them in the Discovery templates tab of the Templates library.

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Using a template

1

Open Templates

Click Templates in the global section of the sidebar.
2

Switch to the Discovery templates tab

The four template types live in their own tabs.Templates page with Discovery templates tab active
3

Filter or search

Filter by practice area, by tag, or by author. Search by name across the full library.Templates page filter controls: practice area, tags, author
4

Click Run template

The Run template button opens the Discovery view with the template’s columns pre-loaded. Add your documents and click Start Discovery.Discovery view opened from a template with columns pre-loaded

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Creating a template

Two ways: from scratch in the library, or from a Discovery you’ve already built.

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From scratch

1

Click + Create new in the Templates page

Pick Discovery template from the dropdown.
2

Name and describe

A descriptive name (“M&A NDA extraction”, “Employment contract, German”) and a one-paragraph description so colleagues know what it’s for.Empty Discovery template editor
3

Add columns

Click + Add Column to define each column: label, prompt, answer type. See Create a Discovery for column-writing guidance.Adding a column to a Discovery template with prompt and answer type
4

Tag the template

Pick a practice area; add custom tags. See Practice areas & tags.Practice-area picker and custom tag editor for the template
5

Set sharing

Default is Just me. Share with a team or with your firm when you’re ready.Sharing dialog with access-level options
6

Save

The template lands in the Discovery templates tab.Discovery templates tab with the saved template visible

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From an existing Discovery

The most common path. You’ve built a Discovery, the columns work well, save it for next time.
1

Open the Discovery

Go to the Discovery’s results view.Completed Discovery with extracted columns and rows
2

Click Save as template

The button is in the toolbar.
3

Confirm the column set

Libra pulls every column from the Discovery into the new template. Adjust the name, description, practice area, and tags before saving.Discovery template editor pre-populated with the columns from the Discovery
4

Save

The template appears in the Discovery templates tab.Discovery templates tab with the new template visible

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Customising a Libra-built template

The Libra-built templates are fixed; you can’t edit them directly. To customise:
1

Click the menu on the template card

The three-dot menu in the top-right of the card.Template card menu showing the Duplicate option
2

Click Duplicate

A copy is created under your ownership in My templates.
3

Edit the copy

Modify columns, change prompts, adjust answer types, without affecting the original.Duplicated Discovery template open in the editor for changes

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Sharing a Discovery template

Same model as the rest of the Templates library; see Starring & sharing.

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Tips for good Discovery templates

“Extract the date when all parties signed” is better than “Contract date”. Specific prompts produce consistent answers across documents.
Matching the answer type to the data improves extraction accuracy and lets you sort or filter the resulting table on that column.
A template with five well-tuned columns gives cleaner results than one with twenty. Add columns once the basics work.
A template for NDAs and a template for Lease agreements gives better results than one mixed template. Documents within a Discovery should share a structure.
A library with five templates needs no organisation. A library with fifty does. Practice area + custom tags from the start.

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Next steps

Create a Discovery

Start a Discovery from scratch or from a template.

About templates

The full Templates library overview.