Basic concepts: Templates vs. parallels
Martina avatar
Written by Martina
Updated over a week ago

Wellcome to Parallel 101 🙌 – Where we'll explain Parallel's most basic and important concepts.

How does Parallel work? 🧐

Parallel works with two main concepts: templates 📑 and parallels 🚀.

Templates 📑

Parallel is a platform that helps you work smarter with your customers, suppliers and employees by simplifying and automating your legal and compliance processes. That's why any process in Parallel starts with a template ▶️.

A template is the model, the basis or starting point of any process in Parallel.

For example:

  • If you are a lawyer, you probably have many contract templates in Word. You use them to create and execute contracts with your clients.

  • If you are a compliance officer, you probably have a template for a KYC questionnaire or an email asking for information from your client.

  • If you are a visa agent, you probably have some forms and documents that you use to apply for visas for your customers.

A template is the backbone or “skeleton” of your processes. It helps you save time, avoid errors and ensure consistency.

⚠️ Only Administrators and Members of an organization in Parallel can create Templates. Collaborators can't. Learn more about user roles in your organziation.

Find out more about templates – Get your first process up and running:

  • Choose a template

  • Set up your first template

Parallels 🚀

Every time you use one of your templates to start a new process you create a parallel.

A parallel is an instance or a run of a template. It’s what happens when you use a template to start a new process.

You can create as many parallels as you want from any template.

If you want to know more, learn here more about what is a parallel and what can you do in a parallel.

For example:

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