Templates

Templates are reusable Document Request definitions that specify what documents and information you need to collect from clients. Create once, reuse for multiple clients.

Templates Create New Template Library

Template Structure

Each template contains:

Document Types

Document Upload

Request specific files from clients:

• Accepted file types: PDF, JPEG, PNG, HEIC, DOC, DOCX
• Maximum file size: Configurable per request (default: 25MB)
• Required/Optional: Mark documents as mandatory or optional
• Instructions: Add descriptions to help clients understand what you need

Signature Request

Request electronic signatures on documents:

• Upload a PDF document to be signed
• Configure signature field placement (page, position, dimensions)
• Field types: Signature, Initials, Date, Text, Checkbox
• See Digital Signatures for details

Creating Templates

Configuring Documents

For each document, configure:

• Name: What the client sees (e.g., "Bank Statement - Last 3 Months")
• Description: Instructions for the client
• Required: Whether the document must be completed
• File types: Accepted formats for document uploads
• File size: Maximum allowed file size

Reordering Documents

Drag and drop documents to reorder them. Place the most important documents at the top.

Template Library

Access pre-built industry templates:

Template States

Cloning Templates

Duplicate an existing template:

1. Open the template
2. Click Clone
3. Modify as needed
4. Save with a new name

Template-Level Documents

For signature documents, you can pre-configure documents at the template level:

Uploading Documents

1. Add a signature document to your template
2. Click Upload Document
3. Select a PDF file (max 50MB)
4. The document is validated and stored securely

Configuring Signature Fields

After uploading a document:

1. Click Configure Fields
2. Use drag-and-drop to place signature fields
3. Set field type (Signature, Initials, Date, etc.)
4. Mark fields as required or optional
5. Save the configuration

Fields are automatically copied when creating requests from this template.

Best Practices