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Most of what a firm asks for repeats. The same payroll documents every month, the same package at year end, the same list from every new client. A request template is that checklist saved once and applied to any client entity, creating all of its document requests at once. Templates are firm-wide. Anyone with portal access can apply one, and template names must be unique within your firm.

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Open the templates dialog

On any portal page, click Templates in the Document requests header. The dialog lists your firm’s saved checklists — “Saved checklists your firm asks clients for — apply one to create its requests here.” From here you can apply, delete, or click New template to create one.

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Create a template

1

Click New template

The form is titled New request template.
2

Name it

Template name is how you’ll recognize it in the list — Monthly payroll, Year-end package, New client onboarding. Names must be unique across your firm.
3

Type one request per line

The Requests box takes a plain list. Each line becomes one request when the template is applied.
4

Save it

Click Save template. It’s available on every portal in your firm immediately.

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The | shorthand for notes

A template item can carry the same optional note a hand-written request can. Add | after the title and everything following it becomes the note shown to the client:
That saves three requests: one plain, and two that carry a clarifying note into the client’s portal.
Put the qualifier that prevents a wrong upload in the note, not in the title. Bank statements is what the client is looking for; All accounts is the detail they’d otherwise get wrong.
A template holds between 1 and 100 items.

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Apply a template

1

Open Templates from the portal you want to post to

Applying is always scoped to the portal you started from — the dialog is titled Apply “template name” — client entity name so you can confirm it.
2

Uncheck what doesn't apply

Every item starts checked. “Uncheck anything that doesn’t apply here. Each checked item becomes an open request.”
3

Send

The button counts what you’ve kept — Send 5 requests. Each checked item becomes an Open request on that client’s portal.
Pruning never changes the template. Unchecking items tailors this one application; the saved checklist is untouched and the next client still gets the full list. That’s what makes one slightly-too-long template better than five nearly-identical ones.

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After applying

The requests behave exactly like ones you typed by hand — same four statuses, same review actions, same Waiting on you list for the client. See Document requests. Applying a template twice to the same portal creates a second copy of every checked item; it does not merge with what’s already there. If you re-apply after a client has partly responded, uncheck the items they’ve already sent.

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Delete a template

Each row in the templates list has a delete action. Deleting removes the template from your firm’s list — requests already created from it are unaffected and stay on their portals.
Build templates around a cadence, not a client: Monthly bookkeeping, Quarterly payroll, Year-end tax. A per-client template drifts out of date the moment that engagement changes, while a per-cadence one gets pruned at apply time and stays useful for everyone.