Using Templates

Templates let you save a checklist configuration and reuse it across multiple file requests. This is especially useful for recurring workflows like tax season, loan applications, or client onboarding.

Creating a template

1. Go to your Dashboard and click New Request.
2. Build your checklist with items, descriptions, and sections.
3. Before sending, click Save as Template.
4. Give your template a name (e.g., “Individual Tax Return 2025”).

Templates are saved to your account and can be used by anyone in your team if you're on an organization plan.

Using a template

1. Click New Request from your dashboard.
2. Click Use Template and select from your saved templates.
3. The checklist items, descriptions, and sections are pre-filled.
4. Customize as needed for this specific client, then send.

Managing templates

You can view, edit, and delete templates from Settings > Templates. Changes to a template do not affect requests that have already been created from it.

Template best practices

• Be specific — Use clear item labels like “W-2 from current employer” instead of “W-2.”
• Add descriptions — Explain what you need and where the client can find it.
• Use sections — Group related items (e.g., “Income,” “Deductions,” “Identity”) for clarity.
• Limit per-item file types — Restrict to relevant types (e.g., only PDF and images for ID documents).
• Review annually — Update templates when forms or requirements change.

Built-in templates

FileChute includes starter templates for common workflows:

• Individual Tax Return
• Business Tax Return
• Mortgage Pre-Approval
• New Client Onboarding

You can use these as-is or duplicate and customize them for your practice.