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Create Boilerplate Text for Templates

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What's in this Article

Applicable Roles/Permissions/Licenses

  • Roles: Any
  • Permissions: Templates
  • Licenses: Workflow

Boilerplate text can be used to store common information that your team members might commonly use when creating letters in Canopy. 

Create Boilerplate Text for Templates

1. Click Templates on the global navigation bar and select Boilerplate Letter Text from the secondary menu.

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Canopy Tip: Boilerplate text can be organized by category and text item. Our best practice tip is to organize your boilerplate text according to the services you offer (i.e. Collections, Tax Resolution, Bookkeeping, etc).  

2. Click Add a category to create a boilerplate text category.

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3.  Once you've created a category, click Add boilerplate to create a new boilerplate text item in that category.

If a category already has a boilerplate text item in it, click + Add boilerplate text to add additional text items.

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4. Input a Boilerplate title in the provided text box. This title will be what you click to add the boilerplate text to a letter.

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5. In the Boilerplate Content box, add any text you want to have inserted when you select the boilerplate item on a letter.

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6. Click Add boilerplate to create the boilerplate item in the associated category.

Now, when composing an engagement letter, you can quickly add the boilerplate item by clicking Insert boilerplate text, selecting the proper category, and clicking on the relevant item.

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