Template Basics
Templates are reusable forms that define what information and documents you need from clients. Think of them as blueprints for your document requests - create once, use many times.
Creating Templates
Build templates with an intuitive drag-and-drop editor that makes form creation simple:
- Template Name & Description: Start by giving your template a clear name and optional description. The description helps team members understand when to use this template.
- Add Sections: Organize your form into logical sections like "Personal Information", "Financial Documents", or "Supporting Materials". Sections help clients navigate long forms and make the experience less overwhelming.
- Drag & Drop Fields: From the field palette on the right, drag field types into your sections. Reorder fields by dragging them up or down. Delete fields by clicking the trash icon.
- Configure Fields: Click any field to open its settings panel. Set the field label, add help text, mark as required or optional, and configure validation rules.
- Preview Mode: Click "Preview" to see exactly what clients will see. Test the form by filling it out yourself to ensure everything works as expected.
- Save & Publish: Save your template as a draft to continue editing later, or publish it to make it available for creating requests.
Template Library
Save time by starting with pre-built templates designed for common use cases:
- Tax Document Collection: Pre-configured fields for W-2s, 1099s, receipts, and other tax-related documents.
- Client Onboarding: Collect contact information, business details, and initial documentation for new clients.
- Compliance Forms: Templates for KYC (Know Your Customer), AML (Anti-Money Laundering), and other regulatory requirements.
- Audit Preparation: Structured forms for collecting financial statements, supporting schedules, and audit documentation.
- HR Documents: Employee onboarding forms, benefits enrollment, and personnel file documents.
Browse the template library by clicking "Use Template" when creating a new template. You can customize any template to match your specific requirements.
Template Tip: Create separate templates for different client types or service offerings. This makes it faster to send requests and ensures consistency.