How to create a Doc Centre Request Template

Doc Request Templates can be created, cloned and customised here. They are used to request and manage Documents from your clients. This is done via the Admin App.

Click the + to create a new Doc Request Template

The template has two sections

Template Details - This is the template name and an optional description.

Doc Cards - This is where the specific document requests are added.

1. Add a Title 

2. Click the  button to add the various requests for specific client documents.

Your new Doc Centre Request template will automatically be saved. Click the cross to exit.

You can also Clone existing templates by selecting a template from the list and clicking the button.