Simplify documentation with IT Glue’s template library

Documenting IT environments doesn’t have to be tedious or inconsistent. The IT Glue template library provides a collection of pre-built asset templates that let your team capture essential information right away without reinventing the wheel.

Fast, consistent documentation is essential — not just for creating a clear picture of your environments, but for scaling your services with confidence. These ready-made templates help you document complex IT details quickly and accurately, using proven structures built around best practices. From LAN and VLAN setups to licensing, user groups and more, they turn scattered notes into clear, actionable documentation tailored to how your team works.

How templates fit in your documentation

IT Glue organizes documentation into two types of assets: core assets and flexible assets. Core assets (such as passwords, configurations and contacts) are automatically synced from your PSA, RMM and other integrated tools. Because they’re system-defined and not manually editable, they ensure consistency, accuracy and allow for deeper, more comprehensive integrations across your stack.

Flexible assets, on the other hand, are fully customizable and are designed to capture everything that falls outside those default categories. The template library provides standardized, best-practice starting points for these assets, helping you create clear, consistent documentation that adapts to your unique workflows and scales easily across clients or sites.

Templates for documenting everything beyond core assets

Core assets handle the essentials, like passwords, configurations and contacts, automatically through your integrations. This gives you reliable, standardized documentation without manual effort. But not everything fits into those predefined categories.

That’s where flexible assets come in. They let you document the rest of your IT environment (custom processes, site-specific infrastructure, backup strategies, security policies and more), in a way that’s fully tailored to how your team works.

To support this, IT Glue offers a template library with ready-to-use, best-practice templates. These templates help you build consistent, structured documentation for flexible assets while adapting to the unique needs of your business or clients.

Examples of flexible asset templates are:

• Account management:Document contract details, SLAs, NDAs and client contacts
• Backup: Track backup methods, tools and component parts
• Change control request:Record system changes and approvals
• Email:Map out email infrastructure
• Internet/WAN:Document ISP, VPN and connectivity details
• LAN & wireless:Outline network design and wireless setups
• Security:Capture firewall rules, antivirus standards and policies
• Vendors:List vendor contacts and contract info in one place
• Virtualization:Record VMware or Hyper-V infrastructure
• Voice/PBX:Document telecom systems and VoIP deployments

These templates support a range of field types (text, dropdowns, checkboxes, uploads and more), making it easy to create tailored, structured records for any data you need to track. For a complete list of flexible asset templates available in IT Glue, take a look at this help article.

Smarter documentation, automatically created and maintained by AI

Not all flexible assets are built from editable templates. Some are fully automated and powered by AI, pulling real-time data from your integrated systems. This ensures your documentation stays accurate and up to date without the need for manual updates or formatting. It brings together key information that already exists across your tools, saving time and reducing errors.

Built on the same flexible asset framework but populated by Cooper Copilot’s Smart Create, these assets help you surface key insights that will enable you to work faster and be more efficient.

Here are the flexible assets currently enhanced with AI:

• Datto RMM Software Asset Tracker: Consolidates software inventory data from Datto RMM into a structured, searchable format, giving you clear visibility into installed applications across devices
• Datto Networking Wireless Network: Automatically generates documentation for wireless networks managed through Datto Networking, including SSIDs, configurations and security settings
• Datto BCDR Backup Health: Creates a summarized view of backup performance and health status from Datto BCDR, helping you spot risks and ensure data protection across environments

How IT teams use these templates

Documentation templates help IT teams stay organized and work more efficiently by providing a consistent structure for documentation. They support better outcomes across several key areas:

• Maintain consistency across environments: Every client or site is documented using the same repeatable template format.
• Improve accuracy and reduce troubleshooting time: When information is organized and complete, it’s easier to resolve issues quickly.
• Streamline audits and compliance tasks: Structured documentation supports easier reporting and reduces compliance gaps.
• Enhance scalability: Templates grow with your business. When you need to add a new field or update a workflow, changes can be applied across the board.

Get started with structured IT documentation

Structured documentation makes your team faster, more reliable, and easier to scale. IT Glue’s template library gives you a simple way to enforce standards, reduce manual work and improve visibility into your IT processes.

Ready to take the next step?Book a one-on-one IT Glue demo to learn more.