Categorized library
Pitch decks, financial models, legal forms, HR, marketing, and more.
Documents & Templates: a shared template library your team adds to
A shared library of business documents and templates — pitch decks, financial models, legal forms, HR templates, marketing assets, and more — that you can preview, download, and upload yourself.
- LibraryCurated + Custom
- CategoriesMultiple
- DiscoverySearch + Filter
app.nautis.io/documents
What is Documents & Templates?
A shared template library is one place where a team keeps the documents it reuses: decks, models, contracts, HR forms and marketing files. Nautis Documents & Templates mixes templates curated by Nautis with ones your organization uploads, grouped by category. Each card shows views, downloads and who uploaded it. You search, filter, preview PDFs and images in the browser, download the original file, and upload PDF, Word, Excel or PowerPoint files up to 50 MB.
Every company rewrites its offer letter three times before someone saves a good version. Then that version lives in one person's downloads folder. The library fixes the boring part: there's one place to look, and the download counter on every card tells you which template the team actually uses, so the second-best NDA stops getting sent.
Browsing is simple. The grid loads 18 cards at a time and more as you scroll. Each card has a colour-coded file icon (red for PDF, blue for Word, green for Excel, orange for PowerPoint), a category tag, a short description, and the view and download counts. The filter panel lists each category with a count, and the search box matches titles and descriptions, so "vesting" finds the right offer letter even if it isn't in the title.
Uploading is just as plain. Click Upload template, give it a Title (up to 200 characters), a Description that says when to use it, a Category and the file. It appears in the library once it's processed. Uploaded files count toward your organization's storage, and categories are managed centrally, so ask an admin if you need a new one. Nautis also publishes free public startup templates you can start from.
Built for
- Founders looking for proven templates
- Teams sharing internal templates
- Operators replacing scattered template folders
Capabilities
What you can do with Documents & Templates
Everything ships out of the box. No setup, no plugins, no extra tools.
Curated + custom
Mix Nautis-curated templates with your team's uploads.
View and download
Counts of views and downloads on every template.
Search & filter
Find what you need fast.
Use cases
How startups use Documents & Templates
Standardizing the offer letter
After a lawyer reviews your offer letter, upload it under the HR category with a description like "Use for full-time hires in India, reviewed March 2026." When the next hire comes, the hiring manager downloads the reviewed version, not an old one. Pair it with the first 10 employees guide.
Starting a financial model from something proven
Filter to the financial models category, check which template has the most downloads, preview the PDF version if there is one, and download the spreadsheet to work in Excel. Update the master in the library when your version is better.
Giving marketing a starter kit
Upload the press release template, the launch checklist and the one-pager in PowerPoint. A new marketing hire searches "launch" and finds all three in the first week.
Sending a template to someone outside the company
There's no public share link for a template. Download it and send it by email, or, if you want to know when it's opened, upload it to a data room and share that link instead.
Quick start
From zero to using Documents & Templates
- 1
Browse the grid
18 templates per page, infinite scroll.
- 2
Filter by category
Open the filter panel and narrow down.
- 3
Preview or download
Inline preview, then download if you want a copy.
- 4
Upload your own
Share a template internally without leaving Nautis.
A shared template library vs a cloud drive folder vs a document management system
A cloud drive works until nobody remembers which folder holds the current version. A full document management system is overkill for a ten-person company. The library sits between them.
| Need | Shared cloud drive folder | Nautis Documents & Templates | Document management system |
|---|---|---|---|
| Curated starting templates | No | Yes, from Nautis plus your own | Varies by product |
| See which templates get used | Rarely | Views and downloads on every card | Usually reports |
| Edit in place | Yes, often | No. Download, edit, upload a new version | Usually yes |
| Version history and approvals | Varies | No | Yes, the core of the product |
| Preview in the browser | Yes | PDFs, images and plain text | Usually yes |
| Tracked sharing outside the company | Varies | Use Data Rooms for that | Varies |
Plans and limits
- Anyone with read access to Documents can browse and download. Uploads count toward your organization's storage quota, which is covered in Storage Usage. See pricing for plans.
What Documents & Templates doesn't do
- There's no in-place editor and no version history. Download, edit locally and upload a new version, and give it a clear title so people pick the latest.
- The main library view has no delete button. Ask a workspace admin to remove a template you uploaded by mistake.
- Word, Excel and PowerPoint files can't be previewed in the browser. You'll download and open them in their own apps.
- Files cap at 50 MB. Large investor data sets belong in a data room.
- Templates aren't legal advice. A contract template still needs a lawyer to check it fits your company and country.
Documents & Templates questions
What should go in a startup's shared template library?+
Anything the team sends more than twice: offer letters, NDAs, the pitch deck, the board update, the financial model, the press release and the onboarding checklist. Write a description on each one that says when to use it and when it was last reviewed.
Does search look inside template descriptions?+
Yes. The search box matches any part of a title or description, and you can combine it with a category filter. That's a good reason to write a clear description when you upload.
How do I see which templates my team uses most?+
Every card shows total views and downloads, and the download counter goes up each time someone downloads it. Sort your attention by those numbers when you decide which templates to review first.
Can I share a template with someone who isn't on Nautis?+
Not with a link from the library. Download the file and send it, or upload it to a data room and use the share-link options there, which also tell you who opened it.
Where do the templates come from?+
Some are curated by Nautis and the rest are uploaded by your organization. Both appear in the same grid, grouped into the same categories.
Can I edit a template after uploading it?+
The library does not have an in-place editor. Download the template, edit it locally, then upload a new version.
Can I delete a template I uploaded?+
The main library view does not show a delete button. If you need to remove a template you uploaded by mistake, ask a workspace admin to remove it for you.
Why can I not preview a document in the browser?+
PDFs, images, and plain-text files can be previewed inside Nautis. For Word, Excel, and PowerPoint files you will need to download and open them in their native app.
What size files can I upload?+
Up to 50 MB per file. For larger files such as a full investor data set, use Data Rooms instead.
The page says 'No Documents Found' — why?+
Either the active category has no templates yet, your search query did not match anything, or the library is empty for your organization. Click All Categories and clear the search to reset.
Can I upload a template my team made?+
Yes — uploads are available from the same page if you have permission.
Are templates editable?+
Download to your editor of choice (Word, Google Docs, Excel) — Nautis stores the master file.
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