Settings: DRL Template

In this section, you can create multiple Document Request List (DRL) templates for different client types. These questions can be used instead of the DRL generated by uploading an organizer. See the Document Request List Overview article for more information about DRL generation, processing, editing, and the client experience. 

Please note:

Only System Administrators have access to the Settings section. 

There is a maximum of 20 templates. 

Templates are pulled from the Settings: DRL Template section. These can be used instead of the AI-generated document request list. 

Access Templates

1. Click Settings in the left panel. 
2. Click DRL Template.

Templates Dashboard

Here you can select to edit an existing template or create a new template from scratch. 

1. Type into the Search bar to search for existing templates. 
2. Select the More menu to open the existing template options. 
   • Select Edit to open the template. 
   • Select Rename to change the template name that appears to internal users.
   • Select Duplicate to create a new copy of the template. 
   • Select Delete to delete the existing template. 
3. Click on the Filter icon to filter by type (Individual or Entity). 
4. Click Create New Template to build a template from scratch. 

Add Template

1. Click Create New Template. 
2. Add template Name.
3. Add Description.
   • This description appears to the recipient. 
4. Select an Engagement Category. 
5. Click Add to create the template. 

Edit Template

1. Select the More menu to open the existing template options. 
2. Select Edit to open the template.
3. Click Add Document(s). 
4. Add a Document Name. 
5. Select a Category. 
6. Select a Form Type. 
7. Click Add.
8. Click Add Document(s) to add more documents OR
9. Click Save to save the template.