Creating Templates
Learn how to create and customize Document Request templates for your document collection needs.
Creating Templates
Templates are reusable Document Request definitions that specify what documents and information you need to collect from clients.
Why Use Templates?
Ensure you collect the same information from every client
Create once, reuse for multiple clients
Tailor templates for different service types
Creating a New Template
Template Documents
Templates contain documents that represent what you need to collect. Each document can be:
Document Upload
Request specific documents from clients:
- ID verification (passport, driver's license)
- Financial documents (bank statements, tax returns)
- Legal documents (contracts, agreements)
- Certifications or licenses
Signature Request
Request electronic signatures on documents:
- Engagement letters
- Consent forms
- Contracts
Configuring Documents
For each document, you can configure:
| Setting | Description |
|---|---|
| Name | What the client sees (e.g., "Proof of Address") |
| Description | Additional instructions for the client |
| Required | Whether the document must be completed |
| File Types | Accepted file formats (for uploads) |
Organizing Documents
Drag and drop documents to reorder them. Place the most important documents at the top.
Template Best Practices
- Be specific - Use clear names like "Bank Statement (Last 3 Months)" instead of just "Bank Statement"
- Add descriptions - Help clients understand exactly what you need
- Group related documents - Place related documents together
- Keep it focused - Create separate templates for different purposes
Using Templates
Once created, you can use a template when creating a new Document Request. Select it from the template dropdown and all documents will be added automatically.
Templates can be edited at any time. Changes only affect new Document Requests; existing requests keep their original configuration.