Request templates and catalogue

The Catalogue holds what you reuse from one request to the next. You open it from Settings. It contains two things:

• items: each one is a single thing you ask of your client or hand to them. For example, a Document type (they upload a file), an Information block (they answer questions) or a Signature document (they sign a PDF);
• request templates: a complete, prefilled request that assembles items with the purpose, the instructions, the due date and the reminders.

Settings offers two catalogues. A request template created in the Organization catalogue is offered in all your spaces. Created in a Space catalogue, it stays in that space. If your whole team should use it, create it in the organisation.

• Create a request template
• Reuse a request for your next clients
• Create a custom question for your client to fill in
• Edit a catalogue item

Looking for a short answer? See the frequently asked questions.