Overview
If you run the same kind of Tabular Review more than once, the fastest path is rarely “start from zero.” Templates let you begin with a proven set of columns, then adjust what matters for the documents in front of you.
Templates give you a proven starting point. You import a set of columns that matches your document type, then adjust the few that matter for this deal.
Use a template in Tabular Review
Open Templates.
Select Use templates.
Choose the closest match for your document set.
Select Use.
Choose whether to replace existing columns or merge with what you already have.
How to choose the right template
Pick the template that is closest to your goal.
It is usually faster to delete a few irrelevant columns than to invent 20 new ones.
What to do after you import
After importing, make the template yours.
Rename columns to match your internal language.
Tighten prompts for your jurisdiction or transaction context.
Adjust formats so outputs are easy to use (verbatim, yes/no, date, tags).
Quick quality check
Review a small sample first.
Check five to 10 rows.
If a column is consistently off, fix the prompt and rerun.
Takeaway
Use templates to move faster without losing control. Start from a proven column set, then refine it to fit the documents in front of you.