Pages Templates

Page templates help you create consistent client-facing deliverables. Use them when your team sends the same type of Page repeatedly, such as quarterly reviews, discovery follow-ups, onboarding packages, plan reviews, or proposal summaries.

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Where Page templates live

Open Templates, then choose Pages. This is separate from meeting templates. If you are creating a structure for meeting notes, use the meeting templates area. If you are creating a structure for a client deliverable, use Page templates.

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Create a Page template from a prompt

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Open Templates > Pages

Go to Templates, then open the Pages view.

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Click New Page Template

Click New Page Template.

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Describe the template

In the prompt field, describe what the template should include.

For example: “Create a warm introduction page for a new prospect, focusing on what we learned about their retirement vision.”

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Attach a document if you have one

If your template should follow an existing sample, upload the document as context.

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Generate the template

Continuum opens the template editor with a live preview using sample content.

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Create a template from a Page you already like

If you have a Page that works well, save it as a template instead of rebuilding the structure later.

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Open the Page

Open the Page you want to reuse.

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Open the more options menu

Click the three-dot menu in the Page header.

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Create a template

Choose the option to create a template from the Page.

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Review and save

Review the template, remove client-specific details, and save it.

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Edit a Page template

The Page template editor includes two main areas: a live preview and an AI chat panel. Preview: Shows how the template looks using sample content and your organization’s Brand settings. AI chat: Lets you change the template by describing what you want. For example:

• “Add a section for next steps with due dates”
• “Make the opening warmer”
• “Add a document checklist near the end”
• “Turn the recommendations into three cards”
• “Make this better for a quarterly review”

When the preview looks right, click Save.

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Set template visibility

Use the visibility control in the template header to decide who can use the template. Private: Only you can view and use the template. Shared with organization: Teammates in your organization can use the template to create Pages. Shared templates help teams keep client deliverables consistent across advisors, assistants, and service teams.

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Duplicate or delete a template

Open the template’s three-dot menu to manage it. Duplicate: Creates a copy you can edit without changing the original. Use this when you want a variation for a different client segment or meeting type. Delete: Removes the template. Deleting a template does not delete Pages that were already created from it.

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Page template best practices

Keep templates reusable. Avoid client-specific names, dates, and account details. Design around the job. A discovery follow-up, quarterly review, and onboarding package should not all have the same structure. Use clear section names. Your team should know what each section is for, and your client should understand it without explanation. Start with one strong template. It is better to have a few templates your team trusts than a long list nobody uses. Preview with your Brand. Templates render with your organization’s Brand settings, so check that the visual style works before sharing.