Resources · Templates

Template Gallery

Prebuilt workflows and forms you can deploy today — then tailor to your process.

Popular templates

Start from a proven pattern instead of a blank canvas. Each template ships with its own form, routing and approval steps.

HR

Employee Onboarding

Collect new-hire documents, route IT and payroll setup, track completion.

Finance

Purchase Requisition

Capture a request, check budget, and route for spend approval.

HR

Leave Approval

Staff apply, managers approve, balances update automatically.

Finance

Invoice Processing

Match invoices to orders, flag exceptions, release for payment.

Legal

Contract Renewal

Track expiry dates, trigger review, capture signatures before term end.

Operations

Incident Report

Log an incident, assign an owner, record the corrective action.

Procurement

Vendor Intake

Onboard a supplier with due-diligence checks and document collection.

Compliance

Policy Sign-off

Distribute a policy, collect acknowledgements, evidence the audit trail.

Operations

Travel Request

Request a trip, get budget sign-off, file expenses on return.

Templates shown here are representative only. Actual templates, steps and screens may differ and will change as we update and improve the product.

Deploy a working system today

Templates come ready to use inside FileEazy. Start an account and pick the ones your team needs.

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