How to create Form Templates
Use templates to prefill routine information, like institution names. You can also use tags to create templates for entire narrative sections.
Each report has seven forms, some of which can be templated (automatically filed out):
- Summary
- Home
- Step 1: Filing Institution Contact Information
Form | Template? |
---|---|
Home | NO |
Step 1: Filing Institution Contact Information | YES |
Step 2: Financial institution where activity occurred | YES |
Step 3: Subject Information | NO |
Step 4: Suspicious activity information | NO |
Step 5: Narrative | YES |
To template a SAR form, follow these steps:
-
From Settings, go to the SAR Filing tab
-
Choose the form to template from one of the following:
- Step 1: Filing information,
- Step 2 Financial information,
- Step 5: Narrative (see [Mus
-
Fill in the fields with the information you want to repeat for each SAR (you may want to add information that is usually entered, as you can always remove fields when you file the SAR).
- If you need to add multiple forms (e.g. multiple branches), press the
+
icon. This adds a blank form to the bottom of the page.
- If you need to add multiple forms (e.g. multiple branches), press the

- When you've filled in the fields you want, click Save. The next time you make a SAR, the relevant fields will already be filled.
Note
Templates only work for newly-created SAR. So, you cannot make a template, then
go back and apply the template's information to a SAR that's already in process.
Use tags to template narratives
If you want to template a narrative, you must do so based on a tag.
When you convert a case into a FinCEN SAR, whatever tag the case had can come with a narrative that automatically fills the narrative form. To configure this, follow these steps:
- Create a tag. For example,
suspected: layering
. - From Settings > Sar Filing, select Step 5: Narrative.
- Fill in a narrative form that describes the general circumstances that give rise to the situation of the tag
suspected: layering
.
For advanced automation, use SAR Template Variables. - Click Save.
After that, any time you create a SAR from a case with this tag, the SAR's Narrative field will come pre-populated with that information.
Only one narrative can be created per tag.
Note
If a case has multiple narratives, only the narrative for the first tag listed will prepopulate on the case's SAR form.
Updated 2 months ago