What Are Intro and Closing File Templates in Albi and How Do They Work?

Intro and Closing Files Templates

Under the Templates section, you can create Intro and Closing files for your documents — including Estimates, Invoices, Work Orders, and Purchase Orders.

These files automatically populate in the introduction and closing sections of the selected document type once it has been created, ensuring a consistent look and message across all your company documents.

You can only have one active Intro and one active Closing file per document type. Once a file has been created for a specific type (for example, an Intro for Estimates), that option will no longer appear in the dropdown menu to prevent duplicates.

If you ever need to make changes, you can edit or replace the existing file — but only one version can be active at a time.

📝 Note:
Intro and Closing files are company-wide, not user-specific. Any team member with access can view or use these files when generating documents.