Project template repository

Template repository for holding basic project document templates

Project template repository

Every project creates a large number of documents. The final content of these documents differs from project to project but they often have a common basis. It seems, therefore, appropriate to gather all document types which might be used and set up a template repository, which can greatly facilitate the tasks of the administrators responsible for documenting the project. The template repository contains frequently used document types and also provides tools to generate documents based on current project information. Practically, this means that it is enough to take a template from the repository, and complete it with the details specific to the given case. This way, using a template repository allows not only for faster document generation but also for creating them in a uniform form.


  • Manage MS Word and Excel templates
  • Create project documents and fill them in with basic project information
  • Edit and amend documents after they are generated
  • Populate data fields and tables with initial data
  • A single document type can be associated with more than one template
  • Add and manage effective and expiry dates to document templates
  • Support the template implementation process
  • Revision control of templates


Documents are always generated in an appropriate form and with appropriate content.

Templates are created through a controlled process which can only be run with appropriate user rights. This prevents creating documents with incorrect content.

The legal department can monitor all template changes, preventing any legal disputes.

It allows creating customisable templates to meet the company’s specific requirements.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company