> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Uploading templates

> Add custom document templates that your team can use to draft documents in any deal.

Templates are the foundation for drafting documents in Oun. While Oun comes with state-specific templates, you can upload your own for forms and documents specific to your brokerage.

## Who can upload templates

Any user can access the Upload Templates page, but templates are typically managed by admins or brokers who want to standardize forms across their team.

## How to upload a template

1. Click **Upload Templates** in the sidebar
2. Drag and drop a PDF or click to select one
3. Fill in the template details:
   * **Title** — the name that will appear when drafting (e.g., "Brokerage Disclosure Form")
   * **Document type** — the category of document
   * **State** — which state this template applies to
   * **Brokerage** — which brokerage this template belongs to
   * **Promulgator** — the form promulgator, if applicable
4. Click **Upload**

The template is processed and becomes available for drafting in deals that match the state and brokerage settings.

## Using uploaded templates

Once uploaded, the template appears in the list when you or your team asks Homie to draft a document. Homie matches templates based on your deal's state and your profile settings.

Ask Homie: *"What documents can I create?"* to see all available templates for your current deal.

## Template best practices

* **Use clean PDFs** — templates with clearly defined form fields work best for field detection
* **Name templates clearly** — use descriptive names so your team can find them easily
* **Set the correct state** — templates only appear for deals in the matching state
* **Upload one template per document type** — avoid duplicates to prevent confusion

<Note>
  Uploaded templates are shared across your organization. Any team member working on a deal in the matching state will see the template as an option.
</Note>