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Create a document request using a template

To create a Document Request using a template:

  1. Open an existing project and go to the Requests tab.

  2. Click Create request > Document request > Create from template.

    NOTE:

    Document Requests can be created from scratch (blank) or using AI.

  3. Select your preferred Document Request template and click Create document request.

The new request will mirror the structure of the selected template, allowing you to reuse predefined document lists across projects.

Create document request from template

Create a document request using a template

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