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Create a template from an existing Document Request List

May 15, 2026

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You can create and save a template from an existing Document Resuqet List. To do so, follow the given steps:

Navigate to the Document Request List which you wish to save as a template. From the Action menu next to the DRL name, select the Save as template option as shown below:
From the Save and edit template dialog box that opens, fill in the details like Name and Description and click on the Edit template button to proceed to the template preview screen.
The draft editor screen opens. You can click on the Add item button to add items directly into the template or you can select the Import items option to import items into your template directly from Excel.
You can also click on the Action menu next to any Document Request List item as shown below and click on the Edit Item option to edit an existing item in the template or select the Delete option to delete the item from the template.
Upon completing the changes, select Save and your template is created and saved.
The Save template dialog box is opened. If you do not wish to share the template with everyone, you can choose to share the newly created template with specific users and add a message(optional) as shown below:
However if you wish to share this template with everyone on the account, you can enable the toggle marked Share with everyone and click on the Share button. This will provide access to the saved template with every user who has access to the account.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a template from an existing Document Request List

May 15, 2026

Contributed by:

May 15, 2026

Contributed by:

Create a template from an existing Document Request List

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