> ## Documentation Index
> Fetch the complete documentation index at: https://docs.libratech.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# About templates

> One library for every reusable thing in Libra: Assistants, Workflows, Playbooks and Discovery templates.

<video autoPlay muted loop playsInline src="https://mintcdn.com/libra-4206ec93/azhR9hqtFjs66ITC/assets/videos/features/templates-about.webm?fit=max&auto=format&n=azhR9hqtFjs66ITC&q=85&s=f68e4daea7ec2d5fa047207b9993724b" className="rounded-xl border w-full" data-path="assets/videos/features/templates-about.webm" />

The **Templates** page is the global library for everything in Libra that you build once and reuse. Write a Playbook the way your firm reviews NDAs, and you can run that same Review against any contract, in any project, from a single card.

<div className="libra-buddy-callout">
  <img src="https://mintcdn.com/libra-4206ec93/wgVZXcGnHS4aJk9T/assets/images/libra-buddy/clipboard.png?fit=max&auto=format&n=wgVZXcGnHS4aJk9T&q=85&s=cde036cf23ea2d67cd50f1c295db549a" alt="Libra mascot with a clipboard" width="725" height="605" data-path="assets/images/libra-buddy/clipboard.png" />

  <div className="libra-buddy-callout-content">
    Editing a template changes it for everyone it is shared with. Reviews are the exception: a Review stays on the Playbook version it started from, and its header tells you once the Playbook has moved on. When you want a variant, use **Duplicate** rather than editing.
  </div>
</div>

## The four tabs

Click **Templates** in the global section of the sidebar and the library opens on **Assistants**. A segmented control across the top switches between the four types, each with a count of what it holds, and each tab is its own page — the breadcrumb reads *Templates › Assistants* — so you can bookmark the one you live in.

<Columns cols={2}>
  <Card title="Assistants" icon="https://mintcdn.com/libra-4206ec93/vIwxn8dmEk0jsP5x/assets/images/icons/assistants.svg?fit=max&auto=format&n=vIwxn8dmEk0jsP5x&q=85&s=24ac9ed818a343094b45647b10476e70" href="/en/features/assistants/introduction" width="24" height="24" data-path="assets/images/icons/assistants.svg">
    Custom AI experts pre-loaded with instructions and reference documents: your "M\&A specialist", your "GDPR reviewer", your "house style writer".
  </Card>

  <Card title="Workflows" icon="https://mintcdn.com/libra-4206ec93/vIwxn8dmEk0jsP5x/assets/images/icons/workflows.svg?fit=max&auto=format&n=vIwxn8dmEk0jsP5x&q=85&s=83c0706784356a6ec7750c55e602c78a" href="/en/features/workflows/basics" width="24" height="24" data-path="assets/images/icons/workflows.svg">
    Assistants chained into a fixed sequence of steps, so a recurring multi-step process runs the same way every time.
  </Card>

  <Card title="Reviews" icon="https://mintcdn.com/libra-4206ec93/vIwxn8dmEk0jsP5x/assets/images/icons/review.svg?fit=max&auto=format&n=vIwxn8dmEk0jsP5x&q=85&s=034a75366c56b497bbe99cbb19f2f796" href="/en/features/review/templates" width="16" height="16" data-path="assets/images/icons/review.svg">
    Playbooks — the Topics and positions that define how your firm reviews a particular kind of contract. See [Create a Playbook](/en/features/review/templates).
  </Card>

  <Card title="Discoveries" icon="https://mintcdn.com/libra-4206ec93/vIwxn8dmEk0jsP5x/assets/images/icons/discovery.svg?fit=max&auto=format&n=vIwxn8dmEk0jsP5x&q=85&s=db1cd1f10cf28b892531af607cf1fd26" href="/en/features/discovery/templates" width="16" height="16" data-path="assets/images/icons/discovery.svg">
    The columns and questions you ask across many documents at once: your "Contract data extractor", your "Lease term checker".
  </Card>
</Columns>

The tab is labelled **Reviews**, but what lives on it is Playbooks — the same objects you see under **My Playbooks** in the Review section.

<Note>
  Workflows, Reviews and Discoveries are Professional-tier features. On the Starter plan those three tabs carry a lock icon and show an upgrade panel instead of the grid; only **Assistants** is fully available.
</Note>

## What every template card gives you

Whatever the type, the cards behave the same way.

A card shows the template's name and description, its author in the footer — **By you**, **By Libra** or the colleague's name — and, for everything except Assistants, a badge counting what it contains: **TOPICS** for a Playbook, **COLUMNS** for a Discovery template, **STEPS** for a Workflow.

Hover the card and the author line gives way to two buttons, **View** and **Run**. The **⋯** menu in the top-right corner carries the same two actions plus **Favorite**, **Duplicate** and **Delete**, with **Delete** shown only on templates you are allowed to manage — which is why Libra's own templates never offer it.

**View** opens the template's own page. There the header carries icon buttons for **Add to favorites**, **Duplicate** and **Share**, plus **Delete** on Assistant, Playbook and Discovery templates you own — a Workflow can only be deleted from its card's **⋯** menu — and the primary button names the action for that type: **Run Assistant**, **Start Review**, **Start Discovery**, or plain **Run** for a Workflow.

**Run** takes you straight into the work: an Assistant opens a new chat with that Assistant selected, a Workflow opens a new chat with its steps loaded, a Discovery template opens a new Discovery with its columns in place, and a Playbook opens the file picker so you can choose the documents to review. Because a Review and a Discovery both belong to a project, **Run** is disabled on those two types until you have selected a project you can edit — the tooltip tells you which is missing.

**Favorite** pins a template to the front of its tab whatever sort you have chosen, and it follows your account rather than the browser you set it in. See [Starring & sharing](/en/features/templates/starring-and-sharing).

**Share** opens the same dialog Libra uses everywhere else. Under **General access** you choose between **Everyone in the team** and **Only people invited**; on top of that you can add named people or groups and give each **Can view**, **Can edit** or **Full access**. Sharing is a team feature — on a single-user account the control is unavailable.

Tagging is what keeps all of this findable once the library grows past a screenful. Give every template a practice area and whatever custom tags your firm uses; see [Practice areas & tags](/en/features/templates/practice-areas-and-tags).

## Narrowing the list

The controls sit in one horizontal bar above the cards, not in a sidebar, and all of them apply to the tab you are on — a search run from **Discoveries** never turns up an Assistant.

* **Sort by** defaults to **Last updated**. Favorites stay at the top regardless.
* **Practice area** and **Tags** filter on how templates were classified.
* **Author** filters by owner: **Yours**, **Team** or **Libra**, and you can pick more than one. **Team** is hidden if you are the only person on your account.
* **Clear all filters** appears at the end of the row as soon as anything is set.
* On the right, the magnifier opens a **Search templates…** box that matches on name and description, the gear opens **Advanced filters** with **Jurisdictions** and **Language**, and the last control switches the grid to a list.

Above the filter bar sits **Guides & Support**, a collapsible row of three help cards that changes with the tab you are on; each one opens a short guide in a new tab. Collapse it once and it stays collapsed.

## Creating a template

Three routes, depending on where you are when the idea strikes.

### From the Templates page

Click **Create new** in the top right. The menu lists the types by their plural names — **Assistants**, **Workflows**, **Reviews**, **Discoveries** — and drops you into a fresh editor for the one you pick. On the Starter plan every item except **Assistants** is disabled behind an upgrade tooltip.

### From work you have already done

This is the common path: you built the thing once, it worked, and you want it again next quarter.

In a Discovery, click **Save as Template** in the header row beside **Author** and **Updated**. There is no dialog — Libra copies the columns into a new template on the **Discoveries** tab and confirms with **Saved as Template** for a few seconds before the button returns. Pressing it again makes a second template, so save once.

In a Review, the equivalent is **Save as Playbook**, and it appears only while the Review is not already based on one. Here there is a dialog: give the new Playbook a name and a description, and Libra builds it from the Review's Topics. Afterwards the header shows **Saved as Playbook** for good, because the Review is now attached to that Playbook.

### From chat

Open the **Tools** menu in the control row below the message box and choose **Create new**.

**Playbook** has Libra draft one with you in the conversation and saves it to the **Reviews** tab when it is done. **Review** and **Discovery** start that work in your current project instead. A Review created this way is already built on a Playbook, so there is nothing left to save; a Discovery can be added to the library afterwards with **Save as Template**.

All three need a project you have edit rights on, and none of them is available in a temporary chat or on the Starter plan.

<div className="libra-buddy-callout">
  <img src="https://mintcdn.com/libra-4206ec93/wgVZXcGnHS4aJk9T/assets/images/libra-buddy/celebrating.png?fit=max&auto=format&n=wgVZXcGnHS4aJk9T&q=85&s=f7fc1dceea53e00af4228bcfcdc9c0d5" alt="Libra mascot celebrating" width="626" height="630" data-path="assets/images/libra-buddy/celebrating.png" />

  <div className="libra-buddy-callout-content">
    Build the second variant with **Duplicate**, not by editing. Libra appends *(Copy)* to the name and the copy belongs to you, so your changes never travel back to the original — which matters most for Libra's own templates, since those cannot be edited in place at all.
  </div>
</div>

## Tips for a tidy library

<AccordionGroup>
  <Accordion title="Favorite sparingly">
    Favorites are most useful when there are only a few. If everything is pinned to the top, nothing is.
  </Accordion>

  <Accordion title="Tag every template you create">
    Practice areas and custom tags are what make the library scalable as it grows. Set them at creation, not later.
  </Accordion>

  <Accordion title="Save a template only after you have run the work once">
    Don't save a Review or a Discovery to the library until you have run it and confirmed the result. The template inherits every sloppy column and half-written Topic.
  </Accordion>

  <Accordion title="Share carefully">
    Anyone you give **Edit** or **Full Access** can change the template for everyone else. If something should stay stable across the firm, invite people at **View only** and let anyone who needs a variant duplicate it.
  </Accordion>
</AccordionGroup>

## Next steps

<Columns cols={2}>
  <Card title="Practice areas & tags" icon="tag" href="/en/features/templates/practice-areas-and-tags">
    Organise templates so they're findable as the library grows.
  </Card>

  <Card title="Starring & sharing" icon="star" href="/en/features/templates/starring-and-sharing">
    Make the templates that matter most always one click away.
  </Card>
</Columns>