Editing and duplicating templates.

Templates are living documents. As your practice evolves, so should your checklists. Here is how to update and manage your templates over time.

Editing a template

Go to /dashboard/?v=templates and click the template you want to update. Click Edit Template. Make your changes — add items, remove items, update names or descriptions, reorder. Click Save when done.

Changes to a template take effect immediately for all future requests that use it. Requests already sent are completely unaffected — they have their own copy of the document list from the moment the request was created.

Duplicating a template

To create a variation of an existing template without changing the original, open the template and click Duplicate. A copy is created with "(Copy)" appended to the name. Rename it and edit the copy without touching the original.

This is useful when you have a base template — for example, a standard New Hire Onboarding checklist — and need a variation for a different role or department that shares most items but differs in a few.

Deleting a template

Open the template and click the More menu (three dots), then Delete Template. Deletion is permanent and cannot be undone. Deleting a template has no effect on any requests that used it — those requests keep their document lists exactly as sent.

Who can edit templates

Any team member with Member or Admin access can create and edit templates. Only Admins can delete templates.