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In the Start from row at the top of the request builder, choose a template and its title, purpose, items and terms fill in for you.

  1. 1 Open a new request. Make sure Collect documents is chosen, because templates apply to document requests only.
  2. 2 In the Start from row, choose a template. The row lists Blank, then the templates you have saved, then the Client KYC example when one is offered.
  3. 3 The template fills in What to call it, What you need and Terms. Each section folds to one line. Choose Change on a line to open and edit it.
  4. 4 Under Who it goes to, add the people. A template holds none.
  5. 5 Check the folded Terms line, which shows how long the link stays open. A template does not set it.
  6. 6 Choose Create request.

Edits you make after choosing a template apply to this request only. The template itself stays as it was. Choose Blank to clear the sections and start again.

If your account started with a starter template, it is in this row from the first day.