Use this guide to prevent access confusion, unintended edits, and template drift.
Ownership Model
Any staff user can create Clara Templates.
Only the template owner can update, delete, or revert that template.
Non-owners can:
View public templates
Duplicate templates
Edit their duplicated copy
Duplicating creates a separate version under your ownership.
Visibility Controls
Within the template editor, owners can configure visibility:
Public in Practice
Makes the template visible to other staff within the same tenant.Share with Community
Publishes the template for broader QuickerNotes community access.
Changing visibility does not transfer ownership.
Starred Templates
Starred templates are personal favorites.
Starring does not change ownership.
Starred templates appear first in Clara’s template picker during generation.
Starring improves workflow efficiency but does not affect permissions.
Community Workflows
When using Community templates:
Import the template into your tenant before customizing.
Imported templates become tenant-owned copies.
Community updates do not automatically overwrite your customized version.
This prevents unexpected changes to your documentation standards.
Governance Recommendations
To maintain consistency across your team:
Define 3–5 standard templates per discipline.
Make standard templates Public in Practice.
Share to Community only if the template contains no tenant-specific or sensitive language.
Require a Preview test before enabling templates for team-wide use.
Clear governance prevents duplication, confusion, and inconsistent documentation formatting.