DOCROUNDUP GUIDE

How templates work

Save individual requirements or a whole checklist, then reuse them in a new client request. Each request keeps its own copy, so later changes to your library do not change existing requests.

Go to the steps ↓

Choose what you want to reuse

Save a requirement when you often ask for the same document or answer. Save a template when you repeatedly use a whole checklist, such as a monthly bookkeeping request.

Saved requirement: One reusable document or question.
Template: A whole reusable checklist.
Created request: Its own copy, independent of later template edits.

Monthly records template with bank statement, business receipts and supplier invoice requirements — Open a template to review its checklist, then use it for a request or customize your own copy. View larger screenshot (opens in a new tab)

Start a request from your checklist

Create a new request, choose the client, and choose Use a template. Review the checklist. Choose Request docs or info for uploads or questions, or Request signatures for a PDF to sign. Then review and send the request.

Create a new request and choose the client.
Choose Use a template and select your checklist.
Review the items, instructions, period and due date. Use Request docs or info or Request signatures to add anything else.
Send the request when everything is ready.

New request setup with Use a template, Request docs or info and Request signatures actions — Choose Request docs or info for uploads or questions, or Request signatures for a PDF to sign. View larger screenshot (opens in a new tab)

Keep each client’s request independent

A request takes its own copy of the checklist. Later template edits affect the template, not requests already created from it. Templates contain requirements and instructions, not clients’ uploaded files or answers.

Template editor with controls to edit, reorder and remove checklist items — Edit the items and save the template. Requests you already created keep their own copies. View larger screenshot (opens in a new tab)

Keep the library tidy

Use Saved requirements for individual items and Templates for complete checklists. Delete material you no longer reuse from its details. Existing requests retain their copies.