Document Request List (DRL) template

Overview

Access Templates

Select
Settings
in the left panel.
Select
DRL Template
.

Templates Dashboard

Type in the
Search
bar to search for existing templates.
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 copy of the template.
Select
Delete
to delete the existing template.
Select the
Filter
icon to filter templates by type, such as
Individual
or
Entity
.
Select
Create New Template
to build a template from scratch.

Add Template

Select
Create New Template
.
Add the template
Name
.
Add a
Description
.
note
This description appears to the recipient.
Select an
Engagement Category
.
Select
Add
to create the template.

Edit Template

Select the
More
menu to open the existing template options.
Select
Edit
to open the template.
Select
Add Document(s)
.
Add a
Document Name
.
Select a
Category
.
Select a
Form Type
.
Select
Add
.
Do one of the following:
Select
Add Document(s)
to add more documents.
Select
Save
to save the template.

Apply Template

Go to the
Request Documents
section during processing.
Select the
Use a template
checkbox.
Choose a template from the
Select Template
dropdown list.
Select
Remove
for each document you don’t need to request.
Select
Delete All
to remove all requested document types.
Select
Add Documents
to add new document types.
Enter a
Document Name
.
Select a
Category
.
Select
Add
to save any changes.