Templates

Templates turn raw transcripts into structured notes, letters, memos, and reports your firm uses every day.

Template types

Type	Visibility	Managed by
System	All workspaces	Ardela
Workspace	Your firm	Admins
Personal	You only	Any user

Using templates

When a transcript is ready:

On the Recorder tab, toggle Note or Document
Open the template selector
Choose a template
Click Generate

Templates load on demand — large template libraries stay fast.

Notes vs documents

Note templates produce formatted text output in a new tab
Document templates may include variables (client name, date, matter reference) filled via a dialog before generation

Workspace templates

Admins create shared templates under Settings → Templates. These ensure consistent output across the firm — same headings, sections, and formatting every time.

Personal templates

Any user can create private templates for their own workflow. Personal templates are not visible to other workspace members.

Best practices

Start from a system template and customize for your practice area
Include clear section headings so the AI knows where to place content
Test with a sample recording before rolling out to the team
Keep templates focused — one template per document type works better than one mega-template