Creating a Site with a Template
Templates help you start a governed workspace quickly with a structure that already matches a common use case. They are useful when you want to launch with a practical system-of-record layout instead of designing every folder from scratch.
Why Use a Template
Templates help teams:
- start with a proven folder structure
- create more consistent governed workspaces
- move faster on common external collaboration use cases
- standardize how approved documents are organized across teams
Templates are especially useful for diligence rooms, client portals, board materials, transaction work, and other repeatable document-heavy workflows.
Create a Site From a Template
- Open Templates from the Clear Ideas navigation.
- Review the available template structures.
- Choose the template that best fits your use case.
- Create the Site and provide a clear Site name.
- Upload approved documents into the prebuilt folder structure.
- Adjust Site settings, branding, sharing, and permissions as needed.
- Refine the structure if your workflow needs small changes.
What to Do Next
After creating the Site, common next steps are:
- invite the right internal and external users
- upload approved documents
- configure Site settings and branding
- enable analytics or AI features where appropriate