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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 (optional)

You can share the template later using the Share button. Skip this step if you want to keep it private for now.
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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Sharing Templates

You can share discovery templates with your entire team, specific user groups, or individual colleagues.
1

Open the template

Navigate to the discovery template you want to share. Click the Share button in the top right corner.Discovery template header showing Edit Template, Share, and Start Discovery buttons
2

Add people or groups

Search for colleagues or user groups in the Share with field and click Add. You can also set General access to Everyone in the team to share with your whole team.Choose a permission level for each person or group:
  • View only: Can use the template to run discoveries
  • Edit: Can modify the template and manage sharing
  • Full Access: Can edit, delete, and manage sharing

Team Management

Learn more about user groups, permission levels, and sharing options.

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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.