Managing your Templates

Executive Summary

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

Templates are organised into two top-level sections:

Within each section, templates are split into three type tabs:

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

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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 - for example, Risk Insurance, Superannuation, or Annual Review. Assigning a category lets you filter and organise your template list by advice type.

Note: You can only change the category on templates you created. Categories on Marloo default templates are locked and cannot be changed.

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.

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.

When your company is set up, Marloo automatically creates relevant default templates based on the type of advice you offer. These are shared as team templates by default, so everyone on your team has immediate access to industry-standard templates.

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.

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

Once shared, a template is locked by default - team members can view and use it, but cannot edit it. This prevents unintended changes to a template that others rely on.

If you want team members to be able to edit a shared template, turn on the Allow Team Edits toggle. You'll find this under the Options section of the template editor.

With Allow Team Edits on, any team member can modify the template. Turn it off again to re-lock the template.

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

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

Hiding a template removes it from the active template list without deleting it. Hidden templates drop to the bottom of the templates list and are visually separated from your active templates.

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

Deleting a template is a two-step process. You must hide the template first before the delete option becomes available.

Deletion is permanent. If you are unsure, keep the template hidden rather than deleting it - hidden templates do not clutter your active list but can be restored at any time.

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

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 Team tab unless you explicitly share them.

Personal templates are useful for:

There is no limit on the number of personal templates you can create. Use them freely - they have no impact on what other advisers see or use.

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 the "Prevent team edits" feature 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 team 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 your admin to request modifications.

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