Understand how to manage and make the most out of templates.

The templates section gives you a unified view of everything available to you, organised into clear tabs.

The visible tabs vary by template type and by firm:

Within each section, templates are split into type tabs:

Each tab shows only templates of that type, so you can quickly find what you need.

Each template has metadata fields - colour, icon, category (advice type), and name - that appear on the template card and help you quickly identify the right template.

To update metadata, open the template and edit the fields at the top of the editor. Changes save automatically.

The category field maps your template to an advice type: Insurance, Mortgage, Wealth or Other. Assigning a category lets you filter and organise your template list by advice type.

Note: Colour, icon and category can be changed by the template's author, by an Account owner, or by anyone on a team template that has not been locked. Templates on the Default tab are read-only previews; to customise one, start from it to create your own copy.

Use the search bar at the top of the templates list to find a template by name. The search filters in real time as you type. If you have a large number of templates, clear naming conventions (e.g., "Annual Review - Insurance Focus") make search significantly faster.

Use the category filter to view only templates belonging to a specific advice type. This is useful when switching between different meeting types throughout the day. Assign categories consistently across your team to get the most from this view.

To pin a template you use often to the top of your list, hover over it, click the three-dot menu ( ⋯ ) and choose Favourite. Favourites are personal: pinning a template only changes the order for you, not for your team. Choose Unfavourite from the same menu to remove it.

Every template shows clear attribution so you always know who is maintaining your templates:

This visibility helps teams track who is maintaining templates, identify recently updated templates, and maintain accountability for template changes.

For Meetings and Documents, use the separate Default tab to browse Marloo's pre-built templates. Opening one shows a read-only preview; choose Start from existing when creating a new template to make your own editable copy.

Use Save a copy to create a duplicate of an existing template. This is the safe way to experiment or personalise a shared template without affecting the version your team is using.

Never edit a shared team template directly unless you intend the change to affect all advisers using it. Use Save a copy first if you are testing or personalising.

Note: if your Account owner has turned off personal template creation for your firm, Save a copy is not available.

Templates are personal by default. Use Share with team to make a template visible to everyone in your organisation.

Once shared, a template can be edited by everyone on the team by default. If you want to protect it from changes, lock it as described below.

To stop team members editing a shared template, hover over it, click the three-dot menu ( ⋯ ) and select Prevent team edits. The template's author and Account owners can still edit it; everyone else can view and use it but cannot change it.

To unlock it again, open the same menu and select Allow team edits. Only the template's author or an Account owner can lock or unlock a template.

To remove a shared template from the company view, use Make private. This moves it back to your personal templates and removes it from the Company tab for all other team members.

Making a template private does not delete it. It simply removes it from the company view. Any summaries or documents already generated using that template are not affected.

Hiding a template removes it from your active template list without deleting it. Hidden templates drop to the bottom of your templates list. Hiding is personal: it only changes what you see, not what your team sees.

To unhide a template, scroll to the bottom of the templates list, find it, click the three-dot menu, and select Unhide.

You can delete a template you created, and Account owners can delete any team template.

Deleting removes the template for everyone who could see it. If you are unsure, hide the template instead; hidden templates do not clutter your active list but can be restored at any time. If a template was deleted by mistake, recovering it can be done by Marloo on request.

If a template was built from an uploaded file (such as a Word document or PDF), you can download the original source file.

This is useful when you need to share the source document with a team member or make bulk edits outside of Marloo before re-uploading.

Every adviser can create and maintain their own personal templates independently of the team. Personal templates are only visible to you - they never appear in the Company tab unless you explicitly share them.

Personal templates are useful for:

Your Account owner can turn off personal template creation for the firm in Company settings. When it is off, the New template button is disabled for everyone except Account owners, and Save a copy is hidden.

1. Set up default templates first. Review the templates Marloo creates automatically and customise them for your firm before your team starts using them.

2. Lock critical templates. Use Prevent team edits for templates that should remain consistent, like compliance-focused templates or firm-standard formats.

3. Consider disabling personal template creation. For larger teams, this prevents template sprawl and ensures everyone uses approved templates.

4. Regularly review the templates list. Check who's updating templates and ensure changes align with your firm's standards.

1. Check company templates first. Before creating a new template, check if one already exists that meets your needs.

2. Use the right template for each meeting type. Different meeting types may have specific templates designed for them.

3. If you need changes to a locked template, contact the template's author or your Account owner to request modifications.

4. Share useful templates. If you create a personal template that works well, consider sharing it with your team.

See Template troubleshooting for delete, hidden-template, sharing, and metadata issues.