Most productions and shoots run on a set of standard agreements. The same model release, the same NDA, the same crew agreement, production after production. If you are rebuilding those documents every time you need them, you are spending time on something that should already be solved.
Active templates on Connie are how you solve it. Create your standard documents once, mark them as active, and they are ready to use as a foundation whenever you need them.
What Are Active Templates?
Active templates are templates you have built yourself on Connie. They are your own standard documents and agreements, set up the way you want them, ready to be used as the starting point for any new document or SignPage.
The difference between an active template and just having an old document lying around is structure. A template on Connie is built with SmartTags, which handle dynamic content automatically: signer name, phone number, salary, social security number, date, and more. Every time you use the template, those fields are filled in fresh. The structure stays the same. The details update.
You can also build in checkboxes, text fields, image upload fields, tables, internal notes, and single or multi-select options, so your template does as much of the work as possible before it even reaches the signer.
How Many Active Templates Can You Have?
The number of active templates available depends on your plan:
Creator plan: 3 active templates
Team plan: 25 active templates
Studio and Professional plans: Unlimited
If you are on the Creator plan and find yourself hitting the limit, it is worth reviewing which templates you actually reach for regularly and keeping those active, while archiving the ones you use less often.
How to Use an Active Template
Once a template is set up and marked as active, it is available to select whenever you create a new document or SignPage. You choose the template, make any adjustments specific to that project or production, and send or publish. The foundation is already there.
This is particularly useful when you are issuing the same type of agreement across a large group: a casting call for extras, a crew agreement for a new production, a consent form for an event. The template handles the structure. You handle the specifics.
The Difference Between Your Templates and Connie's
Connie also provides a library of shared templates covering common agreements for photography, film, production, and general business admin. These are a useful starting point, especially if you are setting up on Connie for the first time or need a base for a type of agreement you have not built before.
The distinction is worth keeping in mind: Connie's shared templates are general starting points that need to be adapted to your situation and local legal requirements. Your own active templates are the ones you have already tailored to how you work. Over time, your own template library becomes the more useful of the two.
Read more about Connie's shared template library here.
A Note on Legal Compliance
Templates make the process faster and more consistent, but they are not a substitute for legal review. Always make sure your templates reflect the laws and regulations in your country and the specific requirements of your projects. Connie does not provide legal advice, and it is worth revisiting your templates periodically as regulations change.
Set up your account and set up your first templates. Start a free trial now, find more information about Connie here, or book a demo session to learn more.
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