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If you find yourself setting up the same questions across different matters — employment contract reviews, lease extractions, due diligence checklists — templates let you save that setup once and reuse it. Instead of rebuilding the grid from scratch each time, you start from a template and go straight to adding documents.

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Using a template

When creating a new grid review, open the Grid library instead of starting blank. Browse or search for a template, preview its questions and instructions, then click Use template. The grid is created with the template’s questions already in place. You can modify anything after creation without affecting the original template. The grid review template library opens with filters from your profile already selected: your interface language, the languages of your jurisdictions, and your practice areas. Set your interface language under App Language in your account menu (your avatar in the sidebar). Set your jurisdictions and practice areas under Settings > Personalization. If you change or clear the filters, Saga remembers your choice the next time you open the library. If your profile filters match nothing, the library opens without them.

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Where templates come from

Templates follow the same structure as the rest of Saga’s libraries:
  • Personal — templates you’ve created, visible only to you
  • Organization — templates published by your admin, available to everyone in your firm
  • Saga Lab — curated templates provided by the Saga team, designed around common legal workflows
You can favorite templates for quick access, and filter by language, practice area, or category when the library grows large.

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Saving your own templates

After you’ve built a grid with questions that work well, click Save as template from the grid header. Give it a name and description, and tag it with one or more practice areas to make it easier to find later. It’s added to your personal templates. If it’s something your whole team would benefit from, you can request to make it available organization-wide — an admin reviews and approves it. You can also duplicate any Organization or Saga Lab template into your personal collection if you want to customize it for your own workflow.