Compatibility
What you can sync.
HeyJanet ships with a curated library of 471 document types across 51 departments and 6 industries, organized the way the businesses in them are actually organized. Every document you add is filed against one of them — which is what lets your assistant know where to look.
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Automotive · BDC
Appointment Setting Scripts
A set of written call and message scripts BDC agents use to turn dealership leads into scheduled sales or service appointments.
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Automotive · BDC
CRM Workflow Guides
A step-by-step manual telling dealership BDC agents how to log, route, and follow up on leads inside the customer database.
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Automotive · BDC
Follow Up Schedules
A timed contact plan telling dealership BDC agents when and how to follow up with each type of sales or service lead.
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Automotive · BDC
Internet Lead Templates
A set of pre-written email and text replies that a dealership's BDC staff send to online sales inquiries.
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Automotive · BDC
KPIs and Performance Dashboards
A recurring report tracking how a dealership's business development center handles leads, calls, and appointments against set targets.
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Automotive · BDC
No-Show Recovery Scripts
A set of call, text, and email scripts used by dealership BDC staff to re-engage customers who missed a scheduled sales or service appointment.
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Automotive · BDC
Phone Scripts
A set of written call guides the dealership's business development center uses for inbound and outbound customer phone calls.
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Automotive · BDC
Rehash Process Documentation
A written procedure for re-contacting customers whose deals or appointments did not close, aiming to bring them back into the sales process.
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Automotive · Finance
Adverse Action Notices Templates
Standard letter forms a dealership sends when a customer's credit application is denied or approved on less favorable terms.
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Automotive · Finance
Compliance Checklists
A checklist used by a dealership's finance office to confirm every required disclosure, signature, and document is completed on a vehicle deal.
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Automotive · Finance
FTC Safeguards Policy PDF
A dealership's written information security plan showing how it protects customer financial data as required by the FTC Safeguards Rule.
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Automotive · Finance
GAP and Warranty Admin Guides
An administrator's handbook explaining how GAP and extended warranty contracts are sold, registered, cancelled, and claimed against at a dealership.
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Automotive · Finance
Menu Presentation Scripts
A scripted guide finance managers use to present vehicle protection products and payment options to buyers after a vehicle sale.
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Automotive · Finance
Privacy Notice Templates
Standard forms telling customers how a dealership or lender collects, uses, and shares their personal and financial information.
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Automotive · Finance
Product Brochures (VSC, GAP, Tire & Wheel, etc.)
Customer-facing brochures explaining optional finance-and-insurance products sold with a vehicle, such as service contracts, GAP, and tire and wheel coverage.
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Automotive · Finance
Rate Sheets for Lenders
A lender's listing of the interest rates and terms it will offer on vehicle loans, used by dealership finance staff to price customer financing.
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Automotive · Finance
Red Flags Rules Documentation
A dealership's written identity theft prevention program showing how it spots and handles warning signs of fraud in credit applications.
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Automotive · Finance
State Regulation Documents
A compiled set of state rules governing how a dealership handles vehicle financing, fees, taxes, and titling paperwork.
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Automotive · HR
Certification Tracking Sheets
A running record of each technician's certifications, license numbers, and expiration dates so the shop knows who is qualified to do what.
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Automotive · HR
Codes of Conduct
A written statement of the behavior and ethics rules employees of an automotive business are expected to follow at work.
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Automotive · HR
Employee Handbook
A company-wide guide for dealership or shop employees explaining workplace rules, pay practices, benefits, and conduct expectations.
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Automotive · HR
Harassment Training Documentation
Records proving that dealership or shop staff completed required anti-harassment training, including who attended and what was covered.
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Automotive · HR
Onboarding Documents
The set of forms and materials a new hire at a dealership, shop, or auto plant completes and receives when starting work.
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Automotive · HR
Safety Training Manuals
A manual that sets out the safety rules and training requirements workers must follow in automotive plants, shops, and dealerships.
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Automotive · HR
Termination Process Guides
An internal HR guide explaining the steps for ending an employee's job at a dealership or automotive facility, whether by resignation, layoff, or dismissal.
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Automotive · Management
Compliance Manuals
A reference handbook setting out the laws, regulations, and internal rules an automotive business must follow, and how staff should comply.
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Automotive · Management
Daily Sales Logs
A day-by-day record of vehicles sold and other sales activity at a dealership, used to track results against targets.
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Automotive · Management
Floorplan Reports
A report tracking a dealership's inventory financed through a floorplan credit line, showing what is owed on each vehicle.
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Automotive · Management
Inventory Aging Reports
A dealership report listing vehicles in stock by how many days each has sat unsold, used to spot slow-moving units.
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Automotive · Management
Monthly Financial Statements (MOS)
The monthly financial report a dealership prepares for its owners and the manufacturer, showing profit and loss by department plus the balance sheet.
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Automotive · Management
OEM Allocation Reports
A manufacturer report telling a dealership how many new vehicles of each model and trim it will receive in an upcoming production period.
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Automotive · Management
OEM Program Rules
A manufacturer's written rules setting out how a dealer qualifies for and earns money from a factory program.
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Automotive · Management
Policy and Procedure PDFs
A written set of company rules and step-by-step procedures covering how a dealership or repair shop operates day to day.
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Automotive · Management
Staffing Guides
A planning document that sets how many staff each department needs, by role and shift, based on sales or service volume.
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Automotive · Management
Weekly Sales Forecast Sheets
A weekly worksheet where a dealership projects how many vehicles it expects to sell and deliver by the end of the month.
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Automotive · Marketing
Brand Guidelines
A rulebook that sets how a vehicle brand and its dealers present the logo, colors, type, imagery and voice across all advertising.
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Automotive · Marketing
Creative Submission Requirements
A spec sheet telling agencies and partners exactly how to prepare and deliver ad creative for automotive marketing campaigns.
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Automotive · Marketing
Event Playbooks
A step-by-step guide for running a recurring automotive marketing event, such as an auto show display, model launch, or test-drive day.
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Automotive · Marketing
OEM Co-op Guidelines
A manufacturer's rulebook telling dealers which advertising costs qualify for co-op reimbursement and how to claim the money.
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Automotive · Marketing
Promotional Flyer PDFs
A one- or two-page printable sheet advertising a dealership or repair shop's current deals, models, or service specials.
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Automotive · Marketing
Social Media Assets
A collection of ready-to-post images, videos, and captions used for a dealership or auto brand's social media accounts.
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Automotive · Parts Department
Core Charge Sheets
A parts department record listing refundable deposits charged on rebuildable parts until the old unit is returned.
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Automotive · Parts Department
Inventory Lists
A listing of every part a dealership or shop keeps in stock, with quantities, locations, and values.
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Automotive · Parts Department
OEM Parts Catalog PDFs
A manufacturer-issued parts catalog listing genuine replacement parts for specific vehicle models, with part numbers and diagrams.
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Automotive · Parts Department
Return Policies
A parts department's written rules for taking back parts customers or shops bought, including deadlines, fees, and what cannot be returned.
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Automotive · Parts Department
Shipping Schedules
A timetable showing when parts shipments leave and arrive, by supplier, carrier, and delivery route.
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Automotive · Parts Department
Vendor Ordering Guides
A supplier-issued guide explaining how to order parts from that vendor, including order types, cutoff times, and stock codes.
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Automotive · Parts Department
Warranty Return Documentation
Paperwork used by a dealership or shop parts department to send failed parts back to the manufacturer for warranty credit.
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Automotive · Sales Department
Competitor Comparison Sheets
A side-by-side sheet comparing a vehicle model against rival makes and models, used by salespeople during customer conversations.
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Automotive · Sales Department
Dealer Cash Sheets
A manufacturer's listing of cash incentives paid to the dealership on specific vehicles sold during a set period.
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Automotive · Sales Department
Dealer Pricing Sheets
An internal sheet showing what a dealership pays for each vehicle and the prices it can sell at.
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Automotive · Sales Department
Incentive and Rebate Documentation
A record of the manufacturer and dealer offers available on vehicles, including cash rebates, financing deals, and who qualifies.
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Automotive · Sales Department
Lead Follow Up Guides
A playbook telling vehicle salespeople how and when to contact new and unsold leads until they buy or opt out.
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Automotive · Sales Department
Lease vs Finance Comparison Forms
A side-by-side worksheet showing a customer what the same vehicle would cost to lease versus to buy with a loan.
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Automotive · Sales Department
OEM Model Guides
A manufacturer-issued reference book covering a vehicle model's trim levels, features, specifications, and options for the model year.
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Automotive · Sales Department
OEM Sales Manuals
A manufacturer-issued guide that tells dealership sales staff how to present, price, and sell a specific vehicle line.
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Automotive · Sales Department
Objection Handling Scripts
A sales training guide with suggested wording for responding to common customer objections during a vehicle sale.
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Automotive · Sales Department
Sales Scripts
A set of prepared talking points and word tracks salespeople use when handling customers at a dealership, from first hello to closing the deal.
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Automotive · Sales Department
Sales Training PDFs
Training material for dealership sales staff covering how to greet, qualify, present, and close vehicle buyers.
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Automotive · Sales Department
Showroom Process Manuals
A dealership guide setting out the step-by-step sales process staff follow with customers from greeting to delivery.
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Automotive · Sales Department
Test Drive Forms
A form a dealership has a customer complete and sign before taking a vehicle out for a test drive.
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Automotive · Sales Department
Trim and Package Comparison Sheets
A side-by-side chart showing how each trim level and option package of a vehicle model differs in features and price.
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Automotive · Service Department
Advisor Word Track Scripts
A set of suggested phrases and dialogue for service advisors to use when greeting customers, presenting repair recommendations, and handling objections.
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Automotive · Service Department
Diagnostic Flowcharts
A step-by-step decision chart that guides a technician through testing a vehicle symptom or fault code to its cause.
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Automotive · Service Department
Loaner Car Agreements
A signed contract that lets a service customer borrow a dealership vehicle while their own car is being repaired.
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Automotive · Service Department
Multipoint Inspection Sheets
A technician's checklist recording the condition of a vehicle's major systems during a service visit, usually marked green, yellow, or red.
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Automotive · Service Department
OEM Service Bulletins (TSBs)
Manufacturer-issued notices telling dealer service departments about known vehicle problems and the approved repair procedures for them.
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Automotive · Service Department
Recall Information
A notice listing open safety recalls for specific vehicles, the defect involved, and the free repair the dealer must perform.
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Automotive · Service Department
Safety Checklists
A standard form technicians use to inspect a vehicle's key safety systems and record what passed, needs attention, or needs immediate repair.
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Automotive · Service Department
Service Menu Pricing
A price list of the standard maintenance and repair services a dealership or repair shop offers, organized by job.
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Automotive · Service Department
Shop Labor Rate Sheets
A price list showing what a service shop charges per hour of labor for different types of repair work.
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Automotive · Service Department
State Inspection Forms
Official forms used to record the results of a state-required vehicle safety or emissions inspection.
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Automotive · Service Department
Technician Procedures
A shop's written instructions telling technicians how to carry out repair work, from writing up a job to final quality checks.
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Automotive · Service Department
Warranty Claim Guides
A manual explaining how the service department files warranty repair claims with a manufacturer and gets paid for them.
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Construction · Communication & Sales
Email scripts
Pre-written email templates construction firms use for common client and prospect messages, ready to adapt and send.
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Construction · Communication & Sales
Marketing brochures
A printed or digital booklet a construction firm gives prospective clients to present its services, past projects, and credentials.
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Construction · Communication & Sales
Pricing tiers
A sheet that lays out a contractor's service or project packages at set price levels, from basic to premium.
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Construction · Communication & Sales
Proposal templates
A reusable format a contractor fills in to present a proposed job, its scope, and its price to a prospective client.
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Construction · Communication & Sales
Sales playbooks
An internal guide that lays out how a construction company finds, pitches, and wins work, step by step.
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Construction · Communication & Sales
Warranty documentation
A written record of what a builder guarantees after a job is finished, for how long, and how the customer makes a claim.
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Construction · Compliance & Legal
City building codes
The local rules a city adopts governing how buildings must be designed, built, altered, and inspected.
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Construction · Compliance & Legal
Contracts & subcontracts
Written agreements between an owner, contractor, and subcontractors setting out the work, price, schedule, and legal terms of a construction project.
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Construction · Compliance & Legal
Insurance docs
The set of insurance paperwork a construction company keeps to prove it carries required coverage on its work.
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Construction · Compliance & Legal
License requirements
A reference listing the contractor licenses, registrations, and certifications a construction firm must hold to work legally in each place it operates.
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Construction · Compliance & Legal
Permitting SOPs
A written procedure telling staff how to obtain, track, and close out building permits for construction projects.
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Construction · Compliance & Legal
Safety & accident report procedures
A written procedure telling construction staff how to report, record, and investigate injuries, near misses, and unsafe conditions on site.
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Construction · Compliance & Legal
Zoning regulations
Local rules setting what can be built on a piece of land, how big it can be, and where it can sit.
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Construction · Estimating/Bidding/Takeoffs
Estimating SOPs
A written procedure manual that sets out how a construction company prepares, reviews, and submits its cost estimates and bids.
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Construction · Estimating/Bidding/Takeoffs
Labor rate tables
A reference sheet listing what each trade and labor classification costs per hour on a construction job, used to price bids.
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Construction · Estimating/Bidding/Takeoffs
Margin formulas
A reference sheet showing how markup and profit are calculated and applied when pricing construction bids.
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Construction · Estimating/Bidding/Takeoffs
Material cost catalogs
A priced list of construction materials used by estimators to price out takeoff quantities for bids.
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Construction · Estimating/Bidding/Takeoffs
Pricing sheets
A list of unit prices a contractor uses to build estimates, covering materials, labor, and equipment.
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Construction · Estimating/Bidding/Takeoffs
Sample bids
Example completed bid packages kept on file as reference for how a contractor prices and presents work to owners.
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Construction · Estimating/Bidding/Takeoffs
Vendor price lists
A supplier's list of current prices for materials, products, or equipment that estimators use to price out a bid.
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Construction · Field Operations
Code requirement PDFs
Copies of building code sections and local amendments that crews and supervisors reference on the job site.
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Construction · Field Operations
Installation guides
Step-by-step instructions for correctly installing a building material, product, or system on site.
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Construction · Field Operations
OSHA requirements
A reference document listing the federal safety rules that apply to construction work on a jobsite.
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Construction · Field Operations
Safety manuals
A written guide setting out a construction company's safety rules, required protective gear, and procedures for work in the field.
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Construction · Field Operations
Tool operation SOPs
Written step-by-step instructions for safely and correctly operating a specific tool or piece of equipment on a job site.
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Construction · Field Operations
Troubleshooting steps
A step-by-step guide field crews use to diagnose and fix common problems with equipment, systems, or installed work.
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Construction · Field Operations
Work instructions
A step-by-step guide telling field crews exactly how to perform a specific construction task correctly and safely.
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Construction · HR Training
Certification tracking
A running record of which workers hold which certifications and licenses, and when each one expires.
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Construction · HR Training
Employee handbook
A written guide given to construction employees explaining company rules, pay practices, benefits, and expected conduct on the job.
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Construction · HR Training
New hire workflow
A step-by-step outline of everything that happens when a new construction worker is hired, from offer acceptance to first weeks on site.
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Construction · HR Training
Onboarding videos and SOPs
Training videos and written step-by-step procedures used to bring new construction hires up to speed on site rules and job tasks.
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Construction · HR Training
Skills matrix
A grid listing each worker against the skills, tickets and certifications the job requires, showing who is competent at what level.
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Construction · HR Training
Timesheet instructions
A guide that shows construction workers and supervisors how to fill in, submit, and approve their time records each week.
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Construction · Procurement / Materials & Inventory
Approved SKUs per project or region
A list of the specific material items and part numbers approved for purchase on a given project or within a region.
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Construction · Procurement / Materials & Inventory
Delivery schedules
A plan showing when ordered materials arrive on a construction site, in what quantity, and where they go.
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Construction · Procurement / Materials & Inventory
Lead times
A reference list showing how long it takes to get each material or product from order to delivery on site.
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Construction · Procurement / Materials & Inventory
Material specs (Vinyl Craft style catalogs)
A supplier's product catalog listing material specifications for building products such as vinyl windows, doors, and siding.
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Construction · Procurement / Materials & Inventory
Purchase order templates
A standard form used to order materials or equipment from a supplier, listing what is bought, at what price, and on what terms.
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Construction · Procurement / Materials & Inventory
Vendor directories
A list of approved suppliers and subcontractors a construction company buys from, with contact and account details for each.
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Construction · Project Management
Change orders & change request forms
Written forms that document and price work added to, removed from, or altered in a construction contract after signing.
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Construction · Project Management
Daily logs templates
A standard form site staff fill in each workday to record what happened on a construction project.
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Construction · Project Management
Equipment logs
A running record of what equipment was on a construction site, when it ran, and who used it.
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Construction · Project Management
Jobsite SOPs
A written set of standard procedures governing how work is run day to day on a construction jobsite.
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Construction · Project Management
Jobsite checklists
A set of standard checklists used on a construction site to verify that daily tasks, safety steps, and work quality are done and recorded.
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Construction · Project Management
Project timelines & schedules
A dated plan showing the order and duration of construction tasks from mobilization through closeout, and who is responsible for each.
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Construction · Project Management
RFI (Request for Information) logs
A running list of all formal questions sent to the design team on a construction project, with dates and answers received.
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Construction · Project Management
Safety meetings minutes
A written record of a jobsite safety meeting, noting who attended, what hazards were discussed, and what actions were agreed.
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Construction · Project Management
Submittal logs
A running list tracking every product, material, and shop drawing submission sent to the design team for approval on a construction project.
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Finance · Business Development & Marketing
Brand guidelines
A rulebook setting out how a financial firm's name, logo, colors, and language may be used across all materials.
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Finance · Business Development & Marketing
Client testimonial scripts
A prepared set of questions and approved wording used to capture client praise for a financial firm in writing or on video.
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Finance · Business Development & Marketing
Content outlines
A planning document that maps out the structure and key points of a piece of marketing content before it is written.
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Finance · Business Development & Marketing
Email marketing templates
Pre-written, reusable email layouts and copy that finance firms use for client outreach, newsletters, and campaign follow-ups.
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Finance · Business Development & Marketing
Event collateral
Printed and digital materials a finance firm prepares for conferences, client seminars, and sponsored events it attends or hosts.
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Finance · Business Development & Marketing
Paid media guidelines
An internal rulebook for how a financial firm buys and runs paid advertising across channels, including approvals and compliance limits.
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Finance · Business Development & Marketing
Prospecting scripts
A set of prepared talking points and call openings used by finance business development staff when contacting potential clients or referral sources.
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Finance · Business Development & Marketing
Referral partner materials
A packet of documents given to outside professionals who send client referrals, explaining the firm's services and how referrals work.
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Finance · Business Development & Marketing
Social media response guides
An internal guide telling staff how to reply to comments, messages, and reviews on a financial firm's social media accounts.
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Finance · Business Development & Marketing
Vendor brochures
Printed or digital sales material from an outside supplier describing the services it offers to a financial firm.
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Finance · Client Services & Case Management
Case notes templates (non-PHI)
A standard form staff use to record client interactions and case progress, structured to avoid capturing health or other sensitive personal details.
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Finance · Client Services & Case Management
Case progress checklists
A step-by-step list used to track each stage of a client case from opening to completion.
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Finance · Client Services & Case Management
Client onboarding packets
A bundled set of forms and disclosures a new client completes to open and fund an account and begin working with the firm.
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Finance · Client Services & Case Management
Client verification & identity check SOPs
A step-by-step internal procedure telling client service staff how to confirm a client's identity and verify their documents before opening or servicing an account.
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Finance · Client Services & Case Management
Communication templates (email/letter scripts)
A set of pre-written email and letter scripts staff use for common client communications, kept consistent and compliance-approved.
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Finance · Client Services & Case Management
Document submission checklists
A list of the paperwork a client must provide for a given financial application, account opening, or case review.
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Finance · Client Services & Case Management
Fact-finding questionnaires
A structured form used to collect a client's full financial and personal details at the start of an advice relationship.
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Finance · Client Services & Case Management
Intake forms
A standard questionnaire completed when a new client starts, capturing their identity, finances, goals and paperwork needed to open the file.
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Finance · Client Services & Case Management
Internal service escalation procedures
An internal guide telling client service staff when and how to escalate a client issue to higher levels of authority.
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Finance · Client Services & Case Management
Settlement transaction workflows
A step-by-step guide to how client trades and payments move from execution to final settlement, including who does what at each stage.
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Finance · Compliance & Regulatory
AML procedures
A written set of steps staff follow to detect, review, and report suspected money laundering and related financial crime.
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Finance · Compliance & Regulatory
Compliance manuals
A written handbook setting out the rules a financial firm follows to meet its regulatory obligations, and who is responsible for each.
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Finance · Compliance & Regulatory
Court approval guidelines
Internal guidance explaining which transactions or decisions require a court's sign-off, and how to obtain it.
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Finance · Compliance & Regulatory
FTC guidelines
A compliance reference summarizing Federal Trade Commission rules and guidance that apply to a financial firm's advertising, data handling, and consumer dealings.
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Finance · Compliance & Regulatory
KYC requirements documentation
An internal guide setting out what identity and background information a financial firm must collect and verify before opening an account.
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Finance · Compliance & Regulatory
Legal timelines for structured settlement transfers
A reference chart of the required waiting periods and filing deadlines for court-approved transfers of structured settlement payment rights, state by state.
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Finance · Compliance & Regulatory
OFAC screening guides
An internal guide explaining how staff check customers and transactions against government sanctions lists and what to do with hits.
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Finance · Compliance & Regulatory
Privacy & data retention policies
An internal policy setting out how a financial firm collects, uses, shares, protects, and eventually disposes of customer and employee data.
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Finance · Compliance & Regulatory
Risk assessment templates
A standard form compliance teams fill in to score and document the risks a financial firm faces in a given area.
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Finance · Compliance & Regulatory
State-by-state requirements for transfers
A reference chart listing each state's licensing, disclosure, and filing rules that apply to money transfers or account transfers.
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Finance · Finance & Reporting
ACH/Payment workflow SOPs
A written procedure explaining how a business initiates, approves, and releases ACH, wire, and check payments.
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Finance · Finance & Reporting
Accounts payable SOPs
A written procedure manual covering how supplier invoices are received, approved, and paid, and who is allowed to do each step.
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Finance · Finance & Reporting
Accounts receivable SOPs
A written procedure manual covering how a company invoices customers, applies payments, and collects on overdue balances.
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Finance · Finance & Reporting
Bank integration documentation
A reference document describing how a company's bank accounts connect to its accounting or treasury systems for statements, payments, and reconciliation.
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Finance · Finance & Reporting
Budgeting templates
A standard spreadsheet or form used to plan and record expected income and spending for a set period.
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Finance · Finance & Reporting
Commission structures
A document setting out how commissions are calculated and paid to salespeople, brokers, or agents on financial products and transactions.
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Finance · Finance & Reporting
Financial forecasting spreadsheets
A working spreadsheet that projects future revenue, costs, cash flow and profit for a business over coming months or years.
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Finance · Finance & Reporting
Monthly reconciliation templates
A standard worksheet used each month to compare account balances in the general ledger against outside records and explain any differences.
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Finance · Finance & Reporting
Payout tracking sheets
A running record of payments owed and paid out to recipients such as partners, agents, investors, or vendors, with amounts, dates, and status.
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Finance · Finance & Reporting
Revenue reports
A periodic breakdown of money earned over a set period, showing where revenue came from and how it compares to prior periods and targets.
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Finance · Financial Products
Annuity product descriptions
A document explaining how an annuity product works, including payout options, fees, and guarantees for buyers.
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Finance · Financial Products
Buyout evaluation worksheets
A worksheet used to price and assess whether buying out an existing lease, loan, or contract makes financial sense.
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Finance · Financial Products
Discount rate tables
A reference table of the interest rates and present-value factors used to convert future cash flows into today's value.
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Finance · Financial Products
Lump-sum vs payout comparison sheets
A worksheet comparing taking a benefit as one lump sum against receiving regular payments over time.
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Finance · Financial Products
Portfolio summaries
A periodic statement showing what an investment portfolio holds, what it is worth, and how it has performed.
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Finance · Financial Products
Pre-approved offer templates
A standard letter or notice format used to extend a pre-approved credit offer, such as a loan, credit card, or credit limit increase.
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Finance · Financial Products
Pricing formulas
A reference document setting out the calculations used to price a financial product, including fees, rates, and margins.
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Finance · Financial Products
Product overview sheets
A short summary sheet describing a single financial product's features, costs, eligibility and risks for customers or sales staff.
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Finance · Financial Products
Sample payout structures
A reference sheet showing how much an investment product pays back under different market outcomes, using worked examples.
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Finance · Financial Products
Structured settlement product explanations
A plain-language guide explaining how structured settlements work, including how periodic payments are set up, funded, taxed, and sometimes sold.
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Finance · HR & Training
Attendance and PTO guidelines
An internal HR policy explaining work hours, absence reporting, and how paid time off is earned, requested, and approved.
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Finance · HR & Training
Compensation and commission policy
An internal policy setting out how staff pay is structured, including base salary and any commission or bonus, and the rules for earning it.
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Finance · HR & Training
Compliance training modules
Training courses staff at a financial firm must complete to meet regulatory and internal conduct requirements.
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Finance · HR & Training
Employee handbook
A written guide given to staff that sets out company policies, workplace rules, and employment conditions at a financial firm.
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Finance · HR & Training
New hire onboarding checklist
A step-by-step list of tasks to complete when a new employee joins a financial firm, from offer acceptance through the first few months.
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Finance · HR & Training
Performance review templates
A standard form managers use to evaluate an employee's performance over a review period and document ratings, comments, and goals.
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Finance · HR & Training
Sales training materials
Training content used to teach finance staff how to sell products and services to prospects and existing clients.
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Finance · HR & Training
Skills matrix
A grid showing which staff hold which skills and at what level, used to spot gaps in a finance team.
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Finance · HR & Training
Timekeeping policies
A written policy telling staff how to record work hours, breaks, and absences, and who approves them.
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Finance · HR & Training
Training manuals for case managers
A training guide that teaches case managers how to handle customer cases from intake through resolution, following set procedures and rules.
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Finance · Legal Documents
Attorney communication templates
Standard letter and email formats a finance company's legal team uses when writing to or on behalf of outside counsel.
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Finance · Legal Documents
Compliance disclosure packets
A bundled set of required legal notices and disclosures given to customers when they open accounts or buy financial products.
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Finance · Legal Documents
Court petition templates
Standard fill-in-the-blank court filings a lender or finance company uses to start a lawsuit, most often to collect an unpaid debt.
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Finance · Legal Documents
Disclosure forms
Standardized forms a financial firm gives clients to spell out fees, risks, conflicts of interest, and other legally required facts.
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Finance · Legal Documents
Legal letter templates
Standard letter formats a finance company's legal team reuses for routine correspondence with customers, counterparties, and regulators.
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Finance · Legal Documents
Notary instructions
A written guide telling a notary how to handle the signing and certification of a specific set of finance documents.
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Finance · Legal Documents
Release & waiver templates
Standard forms in which one party gives up the right to sue or make future claims, usually in exchange for a payment or settlement.
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Finance · Legal Documents
Sample motion forms
Fill-in-the-blank templates for common court motions used when a finance company pursues or defends a lawsuit.
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Finance · Legal Documents
Transfer agreement templates
A standard-form contract used to transfer ownership of shares, loan positions, or other assets from one party to another.
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Finance · Legal Documents
Witnessing requirements
A reference guide setting out who may witness signatures on financial and legal documents, and how the witnessing must be done.
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Finance · Policies & Procedures
Document handling & storage SOPs
A written procedure for how financial records are received, filed, stored, retrieved, and eventually destroyed.
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Finance · Policies & Procedures
Email communication policies
A policy setting out how staff may use company email, including what can be sent, retained, and reviewed.
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Finance · Policies & Procedures
Escalation rules
A document setting out when and how staff must refer an issue up to a higher authority for review or approval.
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Finance · Policies & Procedures
Internal audit procedures
A written guide setting out how a finance organization's internal audit function plans, performs, and reports its reviews.
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Finance · Policies & Procedures
Internal transaction approval workflows
An internal document setting out who must review and approve financial transactions, at what amounts, and in what order.
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Finance · Policies & Procedures
Quality control checklist
A step-by-step verification list used to review completed financial work or files for accuracy, completeness, and compliance before final sign-off.
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Finance · Policies & Procedures
Revision logs
A running record of every change made to a policy or procedure document, showing what changed, when, and who approved it.
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Finance · Policies & Procedures
Standard operating procedures
A step-by-step written guide for how a specific finance task is carried out, who does each step, and in what order.
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Finance · Policies & Procedures
Telephone communication policies
An internal rulebook covering how staff handle phone calls with clients, including recording, disclosures, and record-keeping.
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Finance · Policies & Procedures
Transfer process workflow maps
A step-by-step diagram of how money or account transfers move through a financial institution, from request to settlement.
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Finance · Vendor & Partner Information
Attorney network lists
A directory of outside law firms a financial company works with, organized by state and practice area, used mainly for collections and legal referrals.
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Finance · Vendor & Partner Information
Broker lists
A roster of the brokers or brokerage firms a financial institution trades through or places business with.
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Finance · Vendor & Partner Information
Carrier contacts
A contact list for the insurance carriers, freight or shipping carriers, or telecom carriers a finance operation works with.
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Finance · Vendor & Partner Information
Court filing partner contacts
A contact directory for the outside firms and agents a finance company uses to file legal documents with courts.
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Finance · Vendor & Partner Information
Integration documentation
A technical guide describing how a financial firm's systems connect to a vendor or partner's platform to exchange data.
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Finance · Vendor & Partner Information
Mediator directories
A list of trained mediators available to help settle disputes, with their backgrounds and contact details.
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Finance · Vendor & Partner Information
Notary vendor directories
A list of notaries and mobile signing agents a lender or title operation can call on to witness and notarize closing documents.
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Finance · Vendor & Partner Information
Pricing & service tables
A vendor's schedule of fees and the services covered at each price, used by finance teams to check and compare costs.
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Finance · Vendor & Partner Information
State court clerk contact lists
A directory of court clerk offices by state and county, used to file documents, pull records, and follow up on legal matters.
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Finance · Vendor & Partner Information
Third-party provider agreements
A contract between a financial firm and an outside provider setting out the services supplied, fees, and each side's obligations.
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Healthcare · Clinical Operations
Charting / Documentation SOPs
A written standard for how clinicians record patient care in the medical record — what to document, when, and in what format.
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Healthcare · Clinical Operations
Clinical Quality Assurance Checklists
A structured checklist used to review whether clinical care and documentation meet required standards of quality and safety.
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Healthcare · Clinical Operations
Crisis Intervention Procedures
A written protocol telling clinical staff how to recognize, de-escalate, and manage patients in acute behavioral or psychiatric crisis.
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Healthcare · Clinical Operations
Ketamine Therapy Protocols (IV/IM/SL)
A clinical guide setting out how ketamine is dosed, given, and monitored for mental health or pain treatment across intravenous, intramuscular, and sublingual routes.
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Healthcare · Clinical Operations
Medication Management Guidelines
A clinical operations document setting the rules for how medications are ordered, stored, dispensed, given, and documented across a care setting.
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Healthcare · Clinical Operations
Safety & Emergency Response Protocols
A written set of procedures staff follow during medical emergencies, facility hazards, and other urgent safety events in a care setting.
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Healthcare · Clinical Operations
Standardized Screening Tools (PHQ-9, GAD-7, etc.)
Standard questionnaires clinicians use to screen and score patients for conditions like depression, anxiety, or substance use.
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Healthcare · Clinical Operations
Suicide Risk Assessment SOPs
A written procedure telling clinical staff how to screen for, assess, document, and respond to a patient's risk of suicide.
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Healthcare · Clinical Operations
TMS Treatment Protocols (by device / by diagnosis)
A clinical reference that lays out how transcranial magnetic stimulation is delivered, with settings organized by device model and by the condition being treated.
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Healthcare · Clinical Operations
Treatment Plan Templates
Standardized forms clinicians fill in to document a patient's diagnosis, goals, and planned course of care.
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Healthcare · Clinical Operations
Treatment Protocols
A written set of standard steps clinicians follow to assess and treat a specific condition or patient population.
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Healthcare · Compliance & Regulatory
FERPA (if school partnerships) Guides
A guide explaining how student education record privacy rules apply when a healthcare organization works with schools.
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Healthcare · Compliance & Regulatory
HIPAA Breach Response Plan
A written procedure for how a healthcare organization investigates, reports, and responds when protected health information is exposed or misused.
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Healthcare · Compliance & Regulatory
HIPAA Compliance Manual
A written manual setting out how a healthcare organization protects patient health information and meets HIPAA privacy and security rules.
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Healthcare · Compliance & Regulatory
Incident Report Forms
A standard form used to document any unexpected event, error, injury, or near miss involving a patient, visitor, or staff member.
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Healthcare · Compliance & Regulatory
Mandatory Reporting Guidelines
An internal guide telling staff which incidents and suspicions must be reported to outside authorities, by when, and by whom.
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Healthcare · Compliance & Regulatory
OSHA / Workplace Safety Guide
A guide explaining how a healthcare workplace meets occupational safety rules and protects staff from job hazards.
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Healthcare · Compliance & Regulatory
PHI Handling SOP
A written procedure telling staff how to access, share, store, and dispose of protected health information.
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Healthcare · Compliance & Regulatory
Risk Management Policies
A policy document setting out how a healthcare organization identifies, assesses, reports, and reduces risks to patients, staff, and the business.
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Healthcare · Front Office & Intake
Appointment Scheduling SOP
A written procedure telling front desk staff how to book, confirm, reschedule, and cancel patient appointments.
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Healthcare · Front Office & Intake
Clinic Floor Workflow Diagram
A visual map of how patients and staff move through a clinic, from check-in through exam rooms to checkout.
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Healthcare · Front Office & Intake
Consent Forms (Treatment, Telehealth, HIPAA, ROI)
Standard forms patients sign at intake to authorize care, acknowledge privacy practices, agree to telehealth visits, and permit records release.
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Healthcare · Front Office & Intake
Demographic & Eligibility Forms
Intake paperwork that records a patient's identifying details and confirms who will pay for the visit.
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Healthcare · Front Office & Intake
Front Desk Scripts (phone, scheduling, follow-ups)
A set of standard wordings front desk staff use when answering calls, booking appointments, and making follow-up contacts.
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Healthcare · Front Office & Intake
New Patient Intake Packet
The set of forms a new patient fills out before a first visit, covering personal, insurance, and health history details.
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Healthcare · Front Office & Intake
No-Show / Cancellation Policy
A written rule sheet telling patients what happens when they miss an appointment or cancel late, including any fees.
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Healthcare · Front Office & Intake
Office Manager Handbook
An internal guide for the person running a medical practice's front office, covering daily operations, staff duties, and administrative procedures.
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Healthcare · Front Office & Intake
Patient Welcome Packet
An information packet given to new patients at their first visit, explaining how the practice works and what is expected of them.
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Healthcare · Front Office & Intake
Referral Intake Workflow
A written procedure for how the front office receives, logs, and processes patient referrals from outside providers.
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Healthcare · HR & Training
Annual Compliance Training Decks
Slide decks used for the yearly required training that healthcare staff must complete to stay compliant with law and accreditation rules.
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Healthcare · HR & Training
Continuing Education Tracking Sheet
A running record of the continuing education credits each clinical staff member has earned toward license renewal.
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Healthcare · HR & Training
Employee Handbook
A written guide given to healthcare staff that sets out workplace rules, benefits, and expected conduct.
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Healthcare · HR & Training
New Clinician Training Manual
A training handbook given to newly hired clinicians covering how to practice safely and correctly within the organization.
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Healthcare · HR & Training
Onboarding Checklist
A step-by-step list of tasks that must be completed when a new healthcare employee is hired and starts work.
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Healthcare · HR & Training
Performance Review Templates
A standard form managers use to evaluate a healthcare employee's job performance over a set review period.
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Healthcare · HR & Training
Role-Specific SOPs (MA, RN, LCSW, NP)
Written step-by-step procedures defining what each clinical role — medical assistant, nurse, social worker, nurse practitioner — may do and how.
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Healthcare · HR & Training
Staff Credentialing Requirements
A document listing the licenses, certifications, and background checks each clinical and support role must hold before and during employment.
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Healthcare · HR & Training
Staff Scheduling SOP
A written procedure explaining how staff shifts are planned, published, filled, and changed in a healthcare setting.
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Healthcare · Insurance & Billing
Billing Error Resolution Guides
A staff reference explaining how to identify, correct, and resubmit medical billing mistakes on patient accounts and insurance claims.
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Healthcare · Insurance & Billing
Clinical Documentation Requirements (by payer)
A reference guide listing what each insurance payer requires in the medical record to support billing and get claims paid.
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Healthcare · Insurance & Billing
Coverage Guidelines (by payer)
A reference that spells out what each insurance plan will and won't pay for, and under what conditions.
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Healthcare · Insurance & Billing
Diagnostic Code Cheat Sheets (ICD-10)
A quick-reference list of the ICD-10 diagnosis codes a practice uses most often, with plain-language descriptions.
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Healthcare · Insurance & Billing
Insurance Contract Summaries
A condensed reference sheet of the key terms of each payer contract a practice holds, pulled from the full agreements.
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Healthcare · Insurance & Billing
Insurance Verification Form
A form used to record and confirm a patient's insurance coverage and benefits before services are provided.
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Healthcare · Insurance & Billing
Patient Billing Policy
A written policy explaining how a healthcare practice bills patients and what patients owe and when.
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Healthcare · Insurance & Billing
Prior Authorization SOPs (TMS / Ketamine / Med Mgmt)
A written procedure for getting insurer approval before starting treatments like TMS, ketamine infusions, or certain psychiatric medications.
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Healthcare · Insurance & Billing
Procedure Code Guides (CPT)
A reference listing the standard procedure codes used to bill medical services, with descriptions and billing rules for each.
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Healthcare · Insurance & Billing
Superbill Templates
A pre-printed form listing a practice's common diagnoses and procedures, used to record what was done at a visit for billing.
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Healthcare · Marketing & Communications
Approved Brand Guidelines
A rulebook setting out how a healthcare organization's name, logo, colors, and voice must be used in all materials.
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Healthcare · Marketing & Communications
Community Outreach Templates
A set of reusable formats healthcare organizations use to plan, promote, and follow up on community health events and partnerships.
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Healthcare · Marketing & Communications
Crisis Communication Script
A prepared set of statements and talking points used to respond publicly during a hospital or clinic emergency or negative event.
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Healthcare · Marketing & Communications
Patient Education Handouts
Short printed or digital sheets that explain a condition, procedure, medication, or self-care instruction to patients in plain language.
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Healthcare · Marketing & Communications
Referral Marketing Scripts
Prepared talking points and call scripts used to build and maintain patient referral relationships with other physicians and practices.
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Healthcare · Marketing & Communications
Service Brochures (TMS / Ketamine / Therapy)
A patient-facing brochure describing a specific behavioral health treatment such as TMS, ketamine infusions, or talk therapy.
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Healthcare · Marketing & Communications
Social Media SOP
A written procedure telling healthcare marketing staff how to create, approve, and publish social media content while protecting patient privacy.
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Healthcare · Marketing & Communications
Website Content Docs
A working document holding the written text for a healthcare organization's website pages, page by page.
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Healthcare · Vendor & Device Tech
EHR User Guides (SimplePractice, Charm, Athena, etc.)
A step-by-step manual showing clinic staff how to use their electronic health record system day to day.
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Healthcare · Vendor & Device Tech
Equipment Maintenance Logs
A running record of inspections, repairs, and preventive maintenance performed on medical equipment in a healthcare facility.
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Healthcare · Vendor & Device Tech
IT Troubleshooting SOP
A step-by-step procedure for diagnosing and fixing common IT problems with clinical devices, workstations, and connected systems.
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Healthcare · Vendor & Device Tech
Phone System SOP
A written procedure for how staff use and manage the clinic or hospital phone system, from answering calls to routing urgent ones.
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Healthcare · Vendor & Device Tech
TMS Device Manuals (Magstim, NeuroStar, Brainsway)
Manufacturer manuals for transcranial magnetic stimulation systems, covering setup, treatment delivery, coil handling, safety limits, and troubleshooting.
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Healthcare · Vendor & Device Tech
Vendor Contacts Directory
A list of contacts for the companies that supply and service a healthcare organization's medical equipment and clinical technology.
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Hospitality & Restaurant · Compliance & Safety
Alcohol server permit documents
Records showing that staff who serve or sell alcohol hold the state-required server training certification and permit.
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Hospitality & Restaurant · Compliance & Safety
Allergen protocols
Written rules for how a kitchen and service team handle guest food allergies, from ordering through delivery to the table.
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Hospitality & Restaurant · Compliance & Safety
Equipment safety data sheets (SDS/MSDS)
Manufacturer-supplied safety sheets for the chemicals and equipment-related substances kept on site, listing hazards, handling rules, and first aid steps.
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Hospitality & Restaurant · Compliance & Safety
Fire safety manuals
A written guide covering how a restaurant or hotel prevents fires, maintains fire equipment, and evacuates guests and staff safely.
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Hospitality & Restaurant · Compliance & Safety
Food safety SOPs
Written step-by-step procedures telling kitchen staff how to handle, cook, cool, and store food safely.
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Hospitality & Restaurant · Compliance & Safety
Hazard analysis and critical control points (HACCP) docs
A food safety plan that maps where hazards can occur in food handling and sets the controls, limits, and checks at each critical step.
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Hospitality & Restaurant · Compliance & Safety
Health department compliance standards
A written guide to the health code rules a food business must follow to pass inspection and stay licensed.
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Hospitality & Restaurant · Compliance & Safety
Inspection reports (past and recent)
A file of past and current health, fire, and safety inspection reports for a food or lodging operation, showing what inspectors found on each visit.
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Hospitality & Restaurant · Compliance & Safety
Local licensing documentation
The set of city or county permits and licenses a food or lodging business must hold and display to operate legally.
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Hospitality & Restaurant · Compliance & Safety
OSHA requirements
A summary of the federal workplace safety rules a restaurant or hotel must follow to protect staff and pass inspections.
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Hospitality & Restaurant · Compliance & Safety
ServSafe training certificates
Proof that a food worker or manager passed an accredited food safety course and exam, kept on file for inspections.
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Hospitality & Restaurant · Events
Banquet event order (BEO) templates
A standard form used to spell out every detail of a booked event so the kitchen, service, and setup teams all work from the same plan.
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Hospitality & Restaurant · Events
Catering contracts
A signed agreement between a venue or caterer and a client setting the terms for food and beverage service at a specific event.
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Hospitality & Restaurant · Events
Catering menu PDFs
A printed or emailed menu showing the food and drink packages a venue offers for catered events, with per-person pricing.
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Hospitality & Restaurant · Events
Catering pricing sheets
A price list for catering services, showing per-person menu costs, packages, and added fees for events.
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Hospitality & Restaurant · Events
Catering setup diagrams
A drawing showing where tables, buffet lines, bars, and service stations go for a catered event in a specific space.
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Hospitality & Restaurant · Events
Event staffing templates
A reusable plan showing how many staff of each role are needed to run an event, and when they work.
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Hospitality & Restaurant · Events
Large party workflow guides
A step-by-step guide for how staff handle bookings for large groups, from first inquiry through the final bill.
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Hospitality & Restaurant · Events
Seasonal catering availability sheets
A sheet showing which catering menus, dishes, and services a venue can offer during a given season or date range.
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Hospitality & Restaurant · Events
Vendor coordination guides
A guide setting out how outside vendors work with a venue's events team, covering access, timing, and rules on site.
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Hospitality & Restaurant · Executive & Corporate
Brand partnership agreements
A signed contract between a hospitality or restaurant company and an outside brand setting out what each side gives and gets from working together.
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Hospitality & Restaurant · Executive & Corporate
Expansion strategy documents
An executive plan setting out where and how a restaurant or hotel group intends to grow over the next few years.
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Hospitality & Restaurant · Executive & Corporate
Internal announcements
A written message sent to staff across a restaurant or hotel group to share company news, changes, or decisions.
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Hospitality & Restaurant · Executive & Corporate
Leadership meeting minutes
A written record of what was discussed and decided at a meeting of a hospitality company's senior leadership team.
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Hospitality & Restaurant · Executive & Corporate
Licensing and franchise agreements (if applicable)
A contract letting one party operate under another's restaurant or hotel brand, setting out fees, standards, and territory.
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Hospitality & Restaurant · Executive & Corporate
Organizational charts
A visual map of who reports to whom across a hospitality company, from ownership and executives down to unit-level management.
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Hospitality & Restaurant · Executive & Corporate
Quarterly performance reviews
A three-month assessment of how the business performed against its targets, prepared for owners and senior leadership.
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Hospitality & Restaurant · Executive & Corporate
Vendor RFP documents
A formal request sent to potential suppliers asking them to bid on providing goods or services to a restaurant or hotel group.
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Hospitality & Restaurant · Finance & Accounting
Budget templates
A reusable spreadsheet or form used to plan a restaurant or hotel's expected sales, costs, and profit for a coming period.
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Hospitality & Restaurant · Finance & Accounting
Cost of goods sold (COGS) reports
A periodic report showing what a restaurant spent on food and beverage actually sold, compared against sales.
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Hospitality & Restaurant · Finance & Accounting
Deposit logs
A running record of cash and card deposits taken from the restaurant to the bank, listing amounts, dates, and who made the drop.
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Hospitality & Restaurant · Finance & Accounting
Inventory valuation reports
A report that lists the food, beverage, and supply stock a restaurant holds at period end and what it is worth in dollars.
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Hospitality & Restaurant · Finance & Accounting
Invoice archives
A stored collection of supplier invoices a restaurant or hotel has received and paid, kept in date order for accounting and audit.
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Hospitality & Restaurant · Finance & Accounting
Labor cost reports
A periodic report showing what a restaurant or hotel spent on staff wages and related costs, measured against sales.
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Hospitality & Restaurant · Finance & Accounting
Petty cash logs
A running record of small cash payments made from an on-site cash fund, with receipts and balances.
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Hospitality & Restaurant · Finance & Accounting
Sales reconciliation sheets
A daily record that matches recorded sales from the register against cash, card, and other payments actually collected.
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Hospitality & Restaurant · Finance & Accounting
Vendor contracts and pricing sheets
Signed agreements with food, beverage, and service suppliers, along with the current price lists tied to them.
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Hospitality & Restaurant · Finance & Accounting
Weekly P&L statements
A weekly profit and loss report showing a restaurant or hotel's sales, costs, and resulting profit for a single trading week.
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Hospitality & Restaurant · Finance & Accounting
Weekly operational scorecards
A one-page weekly recap of a restaurant or hotel's key numbers, comparing actual results against budget and prior periods.
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Hospitality & Restaurant · Marketing & Brand Assets
Brand guidelines
A rulebook showing how a restaurant or hotel brand should look and sound across every customer touchpoint.
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Hospitality & Restaurant · Marketing & Brand Assets
Creative briefs
A short document that tells designers or agencies what a restaurant or hotel marketing project needs to accomplish and why.
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Hospitality & Restaurant · Marketing & Brand Assets
Event flyers & templates
Printable and digital flyers promoting restaurant or hotel events, plus reusable layouts staff can fill in for future events.
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Hospitality & Restaurant · Marketing & Brand Assets
Geo-specific marketing strategies
A plan for how a restaurant or hotel markets itself differently in each city, region, or neighborhood it operates in.
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Hospitality & Restaurant · Marketing & Brand Assets
Holiday campaign documentation
A plan and record of a restaurant or hotel's seasonal holiday promotion, from menu offers to advertising and results.
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Hospitality & Restaurant · Marketing & Brand Assets
LTO promotional materials
A set of marketing materials created to promote a limited-time offer, such as a seasonal menu item or special deal.
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Hospitality & Restaurant · Marketing & Brand Assets
Logo files (vector and raster)
The collection of a restaurant or hotel's logo artwork saved in multiple formats and versions for print, signage, and digital use.
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Hospitality & Restaurant · Marketing & Brand Assets
Past campaign performance summaries
A recap of how past marketing campaigns performed, showing what was spent and what results came back.
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Hospitality & Restaurant · Marketing & Brand Assets
Photo and video asset folders
An organized library of a restaurant or hotel's photos and videos, sorted for use in menus, ads, listings, and social posts.
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Hospitality & Restaurant · Marketing & Brand Assets
Promotion playbooks
A guide that explains how to run a specific restaurant or hotel promotion, from setup to wrap-up.
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Hospitality & Restaurant · Marketing & Brand Assets
Social media content calendars
A scheduling document that maps out what a restaurant or hotel will post on each social channel, by date.
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Hospitality & Restaurant · Menus & Culinary
Allergen guides
A reference chart showing which common food allergens are present in each dish on a restaurant's menu.
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Hospitality & Restaurant · Menus & Culinary
Batch recipe sheets
A standardized recipe for producing a food or beverage item in bulk, listing ingredients, quantities, and steps for a set yield.
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Hospitality & Restaurant · Menus & Culinary
Master recipe books
A central collection of standardized recipes for every dish a kitchen makes, so each plate comes out the same way every time.
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Hospitality & Restaurant · Menus & Culinary
Menu update changelogs
A running record of changes made to a menu, showing what was added, removed, repriced, or reworded and when.
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Hospitality & Restaurant · Menus & Culinary
Nutritional information sheets
A sheet listing calories and nutrition facts for each menu item, along with allergens and ingredients.
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Hospitality & Restaurant · Menus & Culinary
Plating diagrams
A visual guide showing how each finished dish should be arranged on the plate before it leaves the kitchen.
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Hospitality & Restaurant · Menus & Culinary
Prep station maps
A diagram of the kitchen showing each prep and cooking station, what is made there, and where tools and ingredients belong.
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Hospitality & Restaurant · Menus & Culinary
Seasonal menu planning docs
A working document used to plan the dishes a restaurant will offer in an upcoming season, before the menu is finalized.
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Hospitality & Restaurant · Menus & Culinary
Standard portion size charts
A chart listing the exact serving amount for each menu item and ingredient, so every plate goes out the same.
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Hospitality & Restaurant · Menus & Culinary
Supplier ingredient spec sheets
A supplier's written description of an ingredient, listing its size, grade, packaging, storage needs, and allergen details.
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Hospitality & Restaurant · Menus & Culinary
Tasting notes and R&D documentation
A working record of new dish and drink trials, capturing how each test tasted and what to change before it reaches the menu.
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Hospitality & Restaurant · Multi-Location Management
City/state compliance differences
A reference sheet comparing how labor, health, and licensing rules differ across the cities and states where a restaurant group operates.
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Hospitality & Restaurant · Multi-Location Management
Kitchen layout plans
A scaled drawing of a restaurant kitchen showing where equipment, work stations, and storage go, used to build or remodel locations consistently.
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Hospitality & Restaurant · Multi-Location Management
Local vendor lists
A per-location roster of approved local suppliers and service providers each restaurant site can order from.
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Hospitality & Restaurant · Multi-Location Management
Location buildout drawings
Architectural and trade drawings showing how a specific restaurant or hotel location is to be built out, from floor plan to equipment placement.
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Hospitality & Restaurant · Multi-Location Management
Location-specific training differences
A reference showing how staff training varies from one restaurant or hotel location to another within the same brand.
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Hospitality & Restaurant · Multi-Location Management
Regional price sheets
A listing of menu item prices set for a specific region or group of restaurant locations.
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Hospitality & Restaurant · Multi-Location Management
Regional staffing guides
A guide setting out how many staff each location should schedule by role, shift, and sales volume across a region.
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Hospitality & Restaurant · Multi-Location Management
Standard vs location-specific menu variations
A reference showing which menu items are standard across all locations and which are added, removed, or changed at specific sites.
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Hospitality & Restaurant · Multi-Location Management
Store-by-store operating manuals
Site-specific operating guides that adapt a chain's standard procedures to each individual restaurant or hotel location.
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Hospitality & Restaurant · Multi-Location Management
Transfer logs between locations
A record of food, drink, and supply items moved from one location to another within the same restaurant group.
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Hospitality & Restaurant · Operations
BOH checklists
A back-of-house checklist listing the kitchen tasks that must be completed and signed off at opening, during shifts, and at closing.
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Hospitality & Restaurant · Operations
Cash handling procedures
A written set of rules for how staff take, count, store, and deposit money at a restaurant or hotel.
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Hospitality & Restaurant · Operations
Cleaning schedules
A written plan listing which cleaning tasks must be done in each area of a restaurant or hotel, how often, and by whom.
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Hospitality & Restaurant · Operations
Daily shift logs
A running record kept each shift by managers noting staffing, sales, problems, and anything the next shift needs to know.
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Hospitality & Restaurant · Operations
Delivery logs
A running record of goods received from suppliers, noting what arrived, when, how much, and its condition.
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Hospitality & Restaurant · Operations
Equipment maintenance logs
A running record of servicing, repairs, and inspections for kitchen and facility equipment at a restaurant or hotel.
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Hospitality & Restaurant · Operations
Equipment manuals
Manufacturer guides for kitchen and service equipment, covering setup, safe operation, cleaning, and troubleshooting.
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Hospitality & Restaurant · Operations
FOH checklists
A set of task lists front-of-house staff work through at opening, during shift changes, and at close.
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Hospitality & Restaurant · Operations
Food rotation labels and guides
A reference for labeling and dating prepared food so kitchen staff use items in the right order before they expire.
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Hospitality & Restaurant · Operations
Incident report forms
A standard form staff fill out to record accidents, injuries, illnesses, or other unusual events at a restaurant or hotel.
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Hospitality & Restaurant · Operations
Inventory count templates
A standardized form used to record on-hand quantities of food, beverage, and supplies during a physical inventory count.
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Hospitality & Restaurant · Operations
Kitchen capacity and throughput sheets
A working record of how many dishes a kitchen can produce per hour and where the bottlenecks are, station by station.
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Hospitality & Restaurant · Operations
Manager handoff notes
A shift-to-shift written record where an outgoing manager passes on what the next manager needs to know.
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Hospitality & Restaurant · Operations
Opening and closing procedures
A step-by-step checklist of tasks staff must complete to open a restaurant for service and shut it down at the end of the day.
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Hospitality & Restaurant · Operations
Prep lists
A daily kitchen worksheet listing the items each station must prepare before service, with quantities and who is responsible.
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Hospitality & Restaurant · Operations
Sanitation protocols
A written set of cleaning and sanitizing rules for a food service operation, covering what gets cleaned, how, and how often.
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Hospitality & Restaurant · Operations
Temperature logs
A daily record of food and equipment temperatures taken to prove food is kept at safe levels.
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Hospitality & Restaurant · Operations
Vendor order guides
A supplier's list of the products a restaurant can order from them, with pack sizes and current prices.
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Hospitality & Restaurant · Operations
Waste logs
A running record of food and other product thrown away in a kitchen or bar, showing what was wasted, how much, and why.
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Hospitality & Restaurant · Operations
Weekly ordering sheets
A recurring order form listing the products a restaurant buys each week, with par levels, counts on hand and quantities to order.
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Hospitality & Restaurant · Technology & Systems
CRM usage instructions
A staff guide explaining how to use the guest database system to record, look up, and update customer information.
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Hospitality & Restaurant · Technology & Systems
Email marketing SOPs
A written procedure for how a restaurant or hotel builds, approves, and sends its marketing emails to guest lists.
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Hospitality & Restaurant · Technology & Systems
Inventory system instructions (MarketMan, Restaurant365, etc.)
A step-by-step guide for restaurant staff on using the inventory management system to count stock, receive orders, and track food costs.
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Hospitality & Restaurant · Technology & Systems
Loyalty program SOPs
A written procedure guide for how staff enroll guests, award and redeem loyalty points, and handle account problems.
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Hospitality & Restaurant · Technology & Systems
Online ordering system guidelines
An internal guide setting the rules for how a restaurant runs its online ordering, from menu setup to order handling and delivery partners.
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Hospitality & Restaurant · Technology & Systems
POS documentation
A written guide to how a restaurant's point-of-sale system is set up and used by staff and managers.
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Hospitality & Restaurant · Technology & Systems
Third-party delivery integration docs (UberEats, DoorDash, Grubhub)
Documentation covering how a restaurant's ordering and POS systems connect to outside delivery apps and keep menus, orders, and payouts in sync.
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Hospitality & Restaurant · Technology & Systems
Website update instructions
A written request telling whoever maintains the restaurant or hotel website exactly what content needs to be changed and when.
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Hospitality & Restaurant · Training & HR
Accident reporting procedures
A written procedure telling staff and managers what to do and record when someone is injured or has a near miss at work.
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Hospitality & Restaurant · Training & HR
Anti-harassment policy documents
A written workplace policy stating that harassment is prohibited, what counts as harassment, and how staff report it.
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Hospitality & Restaurant · Training & HR
BOH training manuals
A training guide for back-of-house kitchen staff covering prep, cooking, safety and cleaning procedures.
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Hospitality & Restaurant · Training & HR
Bartender training manuals
A guide used to train bar staff, covering drink recipes, pouring standards, service steps, and alcohol laws.
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Hospitality & Restaurant · Training & HR
Code of conduct
A written statement of the behavior expected from staff at work, and what happens when those expectations are broken.
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Hospitality & Restaurant · Training & HR
Disciplinary form templates
A standard form used to document employee misconduct or performance problems and the corrective action taken.
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Hospitality & Restaurant · Training & HR
Employee handbook
A written guide given to restaurant and hotel staff that lays out workplace rules, pay practices, and expectations.
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Hospitality & Restaurant · Training & HR
FOH training manuals
A training guide for front-of-house staff covering how to greet, serve, and handle guests during a shift.
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Hospitality & Restaurant · Training & HR
Host training guides
A training manual for restaurant hosts covering greeting guests, managing the waitlist, seating, and phone reservations.
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Hospitality & Restaurant · Training & HR
New hire packet
The set of forms and information given to a newly hired restaurant or hotel employee on or before their first day.
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Hospitality & Restaurant · Training & HR
Onboarding checklists
A step-by-step list of tasks to complete when a new hospitality or restaurant hire starts, from paperwork to first shifts.
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Hospitality & Restaurant · Training & HR
Payroll forms
Standard forms used to get restaurant and hotel staff set up for pay and to record hours, tips, and pay changes.
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Hospitality & Restaurant · Training & HR
Performance review templates
A standard form managers use to evaluate a hospitality or restaurant employee's job performance over a set period.
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Hospitality & Restaurant · Training & HR
Safety training materials
Training content used to teach restaurant and hotel staff how to work safely and handle emergencies on the job.
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Hospitality & Restaurant · Training & HR
Server script guides
A guide giving servers the suggested wording for greeting guests, taking orders, and handling common moments during service.
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Hospitality & Restaurant · Training & HR
Team meeting notes
A written record of what was discussed and decided at a staff or management meeting in a restaurant or hotel.
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Hospitality & Restaurant · Training & HR
Uniform standards
A written policy describing what staff must wear on shift, covering each role's uniform, grooming rules, and how items are issued and replaced.
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Insurance · Agency Operations
Agency overview PDFs
A short printed or emailed brochure describing an insurance agency's history, staff, carriers, and the types of coverage it places.
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Insurance · Agency Operations
Annual business plans
A yearly written plan setting an insurance agency's growth targets, budget, and priorities for the coming year.
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Insurance · Agency Operations
Compliance and regulatory guides
A reference guide explaining the insurance laws, licensing rules, and regulator requirements an agency must follow in its daily operations.
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Insurance · Agency Operations
Customer service protocols
An internal guide setting out how agency staff should handle client calls, emails, and service requests day to day.
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Insurance · Agency Operations
Policy lifecycle process flows
A step-by-step map of how an insurance policy moves from quote through issuance, servicing, renewal, and cancellation within an agency.
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Insurance · Agency Operations
Renewal cycle checklist
A step-by-step task list agency staff follow to review and process a policy renewal before its expiration date.
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Insurance · Agency Operations
Standard operating procedures (SOPs)
A written guide covering how an insurance agency's routine tasks are performed, step by step, by role.
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Insurance · Agency Operations
State-by-state insurance guidelines
A reference guide summarizing how insurance rules, filings, and licensing requirements differ in each state where an agency writes business.
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Insurance · Agency Operations
Workflow diagrams
A visual map of the steps, handoffs, and decision points in an insurance agency's routine processes, such as new business, renewals, or claims intake.
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Insurance · Carriers
API/portal access instructions
A guide telling agents, brokers, or partner staff how to get credentials for and log into a carrier's agent portal or data APIs.
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Insurance · Carriers
Appetite guides (by risk type)
An underwriter's reference showing which risk types, classes of business, and account sizes a carrier will write, decline, or refer.
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Insurance · Carriers
Binding authority documents
An agreement from an insurance carrier granting an agent, broker, or managing general agent the power to bind coverage on the carrier's behalf within set limits.
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Insurance · Carriers
Carrier product sheets
A short summary sheet from an insurance carrier describing one product's coverages, eligibility, and limits for agents and brokers.
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Insurance · Carriers
Claims phone numbers & contacts
A contact list showing the phone numbers, email addresses and hours for reporting and following up on insurance claims.
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Insurance · Carriers
Commission schedules
A carrier document listing the commission rates paid to agents and brokers for selling and renewing its insurance products.
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Insurance · Carriers
Eligibility criteria
A document setting out who or what an insurer will accept for coverage under a given product or plan.
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Insurance · Carriers
Exclusion rules
A carrier reference listing what a policy does not cover, and the conditions under which claims are denied or limited.
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Insurance · Carriers
Rate manuals (by state)
A state-specific reference book that sets out an insurer's approved premium rates and the rules for applying them to a policy.
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Insurance · Carriers
Underwriting guidelines
An internal rulebook telling underwriters which risks a carrier will accept, on what terms, and at what price.
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Insurance · Client Service
Cancellation workflow docs
An internal procedure guide covering how client service staff process a policy cancellation from request to confirmation.
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Insurance · Client Service
Change request forms
A form a policyholder submits to change details on an existing insurance policy, such as coverage, address, or named insureds.
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Insurance · Client Service
Claims instructions (internal use)
An internal guide telling client service staff how to handle a claim from first notice through resolution.
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Insurance · Client Service
Client onboarding packets
A set of welcome and setup materials given to a new insurance client after coverage is placed, explaining their policies and how service works.
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Insurance · Client Service
Deductible explanation sheets
A short handout that explains how a policy's deductible works and what the customer pays before coverage applies.
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Insurance · Client Service
FAQs for personal and commercial clients
A list of common insurance questions with plain-language answers, used by client service staff and shared with policyholders.
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Insurance · Client Service
Renewal workflow guide
An internal guide setting out the step-by-step process client service staff follow to renew an existing insurance policy.
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Insurance · Commercial Lines
BOP (Business Owners Policy) details
A packaged commercial insurance policy for small and mid-sized businesses combining property, general liability, and business income coverage in one contract.
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Insurance · Commercial Lines
Bonds (surety, fidelity) documentation
Paperwork covering surety bonds and fidelity bonds a commercial client obtains, showing who is bonded, for how much, and under what conditions.
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Insurance · Commercial Lines
Commercial auto coverage PDFs
Policy documents for a business's vehicle insurance, showing what vehicles and drivers are covered and for how much.
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Insurance · Commercial Lines
Cyber liability guidelines
An underwriting reference explaining what cyber liability risks an insurer will write, on what terms, and at what limits.
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Insurance · Commercial Lines
E&O (errors & omissions) policy info
A summary of an errors and omissions (professional liability) policy, covering what services are insured, limits, and claim conditions.
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Insurance · Commercial Lines
General liability coverage guides
A reference guide explaining what commercial general liability insurance covers, what it excludes, and how limits apply.
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Insurance · Commercial Lines
Industry-specific questionnaires
Supplemental application forms that ask trade-specific underwriting questions for a particular industry, such as restaurants, contractors, or trucking.
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Insurance · Commercial Lines
Underwriting submission templates
A standard form an agent or broker fills in to present a commercial risk to an insurer for pricing and consideration.
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Insurance · Commercial Lines
Workers comp documentation
The paperwork used to underwrite, issue, and maintain a business's workers compensation insurance policy.
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Insurance · Compliance & Legal
Anti-money laundering guidelines
An internal rulebook telling insurance staff how to spot, check, and report possible money laundering in policies and claims.
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Insurance · Compliance & Legal
Data privacy policy
A written statement of how an insurer collects, uses, shares, stores, and protects personal and health information about applicants, policyholders, and claimants.
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Insurance · Compliance & Legal
Document retention schedule
A schedule listing how long the company must keep each type of insurance record, and when it may be destroyed.
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Insurance · Compliance & Legal
Errors & omissions Compliance & Legal policy
An internal policy setting out how an insurance business manages professional liability risk and maintains its errors and omissions coverage.
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Insurance · Compliance & Legal
Internal audit checklist
A structured list of control points auditors work through when reviewing an insurance function for regulatory and policy compliance.
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Insurance · Compliance & Legal
Licensing requirements
A reference document listing the licenses insurers, agencies, and producers must hold in each state, and how to obtain and keep them.
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Insurance · Compliance & Legal
State insurance department regulations
A compilation of the rules issued by a state's insurance regulator that carriers and producers operating in that state must follow.
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Insurance · Finance
AR/AP processes
A written guide to how an insurance business bills and collects money owed to it and pays what it owes others.
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Insurance · Finance
Agency fee schedules
A list of the service and administrative fees an insurance agency charges clients, separate from carrier commissions.
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Insurance · Finance
Carrier incentives documentation
A record of the bonus and commission incentive arrangements an insurance carrier offers an agency, and how those payments are calculated.
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Insurance · Finance
Commission payout reports
A periodic report showing commissions earned and paid to agents or brokers on insurance policies during a given period.
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Insurance · Finance
Financial performance dashboards (exports)
A periodic snapshot of an insurer's key financial and underwriting numbers, exported from reporting systems for review.
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Insurance · Finance
Monthly reconciliation sheets
A monthly worksheet that matches internal insurance accounting records against bank, premium, and claims statements to explain any differences.
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Insurance · Finance
Premium finance agreements
A contract under which a lender pays an insurance premium up front and the policyholder repays it in installments with interest.
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Insurance · HR & Training
Carrier portal training
Training material that teaches staff how to use insurance carrier websites to quote, bind, and service policies.
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Insurance · HR & Training
Certifications & credentials index
A master list of the professional licenses, designations, and continuing education requirements held by staff across an insurance organization.
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Insurance · HR & Training
Compliance training materials
Training content used to teach insurance staff the rules they must follow, such as licensing, privacy, anti-fraud, and sales conduct requirements.
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Insurance · HR & Training
Continuing education requirements
A reference document setting out the continuing education hours and courses licensed insurance staff must complete to keep their licenses and appointments current.
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Insurance · HR & Training
Employee handbook
A company-wide guide telling insurance staff the rules, benefits, and expectations of working there.
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Insurance · HR & Training
New hire procedures
A step-by-step guide for bringing a newly hired employee onto the payroll and into their role at an insurance organization.
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Insurance · HR & Training
Producer training manuals
A training guide for new insurance agents covering the products they sell, sales practices, and licensing and compliance rules.
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Insurance · HR & Training
Sales objection handling scripts
A training guide giving insurance agents suggested wording to respond to common customer objections during a sales conversation.
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Insurance · Personal Lines
Auto insurance coverage guides
A plain-language reference explaining what each part of a personal auto insurance policy covers and how limits and deductibles work.
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Insurance · Personal Lines
Claims process PDFs
A printable guide telling personal insurance customers how to report a claim and what happens at each step afterward.
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Insurance · Personal Lines
Endorsement explanation sheets
A plain-language handout explaining what a policy endorsement adds, changes, or excludes on a personal insurance policy.
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Insurance · Personal Lines
Homeowners policy templates
Standard form documents that spell out the coverages, limits, exclusions, and conditions of a homeowners insurance policy.
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Insurance · Personal Lines
Inspection requirements
A guide stating when a property or vehicle must be inspected before or after a personal lines policy is written, and what the inspection must cover.
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Insurance · Personal Lines
Renewal notices
A notice sent to a personal insurance customer before their policy period ends, stating the terms and price for continuing coverage.
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Insurance · Personal Lines
Renters insurance PDFs
Policy paperwork for renters insurance, covering a tenant's belongings, liability, and temporary living costs.
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Insurance · Personal Lines
Umbrella policy coverage documents
Policy paperwork for personal umbrella coverage, which adds liability limits above a customer's auto, home, and other underlying policies.
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Insurance · Quoting & Underwriting
ACORD forms
Standardized insurance application and certificate forms used across the industry to collect and share consistent risk and policy information.
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Insurance · Quoting & Underwriting
Broker of record templates
Standard letter templates a client signs to name a new broker or agent as the official representative on their insurance policies.
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Insurance · Quoting & Underwriting
Documentation required lists
A checklist telling applicants and agents which documents must be submitted before a quote can be issued or a risk underwritten.
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Insurance · Quoting & Underwriting
Intake questionnaires
A form completed by an applicant or agent that gathers the facts an underwriter needs to evaluate and price a risk.
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Insurance · Quoting & Underwriting
Loss run request templates
A standard letter or form used to ask a current or prior insurer for a policyholder's claims history, or loss runs.
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Insurance · Quoting & Underwriting
Pre-quote info packets
A packet of information gathered from a prospective insured before a quote is prepared, used to assess risk and price coverage.
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Insurance · Quoting & Underwriting
Risk assessment checklists
A standard list of risk factors an underwriter checks before quoting or accepting a policy application.
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Insurance · Quoting & Underwriting
Underwriter contact lists
A roster of underwriters and their contact details, showing who to approach for which types of risk at each insurer.
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Insurance · Sales & Marketing
Client presentation decks
A slide deck used in meetings with prospective or renewing insurance clients to present coverage options, pricing, and service commitments.
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Insurance · Sales & Marketing
Cold outreach templates
A set of pre-written email, phone, and letter scripts insurance agents use to make first contact with prospects who haven't asked to be approached.
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Insurance · Sales & Marketing
Coverage comparison sheets
A side-by-side chart comparing insurance plans or policy tiers so a buyer can see coverage differences at a glance.
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Insurance · Sales & Marketing
Cross-sell guides
An internal sales reference showing which additional insurance products to offer existing policyholders and how to raise the conversation.
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Insurance · Sales & Marketing
Email drip campaign templates
A set of pre-written emails sent in sequence to insurance prospects or policyholders over days or weeks, with timing and audience rules.
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Insurance · Sales & Marketing
Producer scripts
Prepared talking scripts that insurance agents and producers use on calls and in meetings to sell or renew coverage.
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Insurance · Sales & Marketing
Prospecting lists
A compiled roster of potential insurance customers with contact details and basic qualifying facts, used by agents to plan outreach.
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Insurance · Sales & Marketing
Value proposition one-pagers
A single-page sales sheet that spells out why a prospect should buy a particular insurance product or work with a particular agency.
Nothing matches that. Try a broader word — or tell us what you run on and we will say honestly whether it is in the library.
Browse by industry
Six industries, mapped department by department.
Automotive
Dealership groups running sales, service, parts, F&I and BDC off the same OEM programs and rate sheets.
8 departments · 74 document types
Construction
General and specialty contractors whose pricing, permits, codes and field SOPs change faster than the folder they live in.
7 departments · 48 document types
Finance
Advisory and lending firms where a superseded disclosure is a regulatory problem, not a typo.
9 departments · 90 document types
Healthcare
Clinics and practice groups with clinical protocols, payer rules and intake procedures that must match what is in force today.
7 departments · 62 document types
Hospitality & Restaurant
Multi-location operators keeping menus, recipes, opening procedures and brand standards identical across every site.
10 departments · 116 document types
Insurance
Agencies and brokerages working from carrier appetite guides, coverage forms and underwriting rules that update constantly.
10 departments · 81 document types
Don’t see your industry? The library is extended as we take on clients in a new one — it is months of taxonomy work per vertical, so we build it for a real client rather than on spec. Tell us what you run on.
File formats
The same formats are accepted for every document type.
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Word .docx
The most common source format.
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PDF .pdf
Must contain real text. A scan of a page has nothing to read.
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Excel .xlsx
Every sheet is read, with column headers kept alongside their values.
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CSV .csv
Headers are kept alongside their values.
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Plain text .txt, .md
Read as-is.
- Size limits and what is refused
On one AI system
Your documents are already in the library.
They are just in four places at once.
Tell us your industry and roughly how many documents you run on, and we will map what you have onto what is already built.