Form TP-02 · Templates
Using a template in a new request.
Applying a template to a new request takes a single click. Here is how to use your saved templates to send requests faster.
Loading a template
On the New Request screen (/dashboard/?v=new), click Use Template before adding any items. A dropdown shows all your saved templates. Click the one you want and the document list pre-fills instantly with every item from the template — names, descriptions, Required/Optional status, and order.
Customizing after loading
A loaded template is a starting point, not a final list. After loading, you can:
- Add new items specific to this client or matter
- Remove items that don't apply
- Edit item names or descriptions
- Change Required to Optional (or vice versa) for specific items
- Reorder items to suit this request
Any changes you make here only affect this request — the original template is not modified.
Switching templates
If you load the wrong template, click Use Template again and choose a different one. You'll be asked whether to replace the current list or merge the new items with the existing ones.