> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neudocs.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Request templates

> Build reusable checklists of file uploads and typed questions.

Templates make recurring collection work consistent. Each template contains ordered file or question items.

## Create a template

Give the template a purpose-specific name such as **2025 personal tax return**. For each item, configure:

* A short, client-facing name.
* Optional instructions.
* Whether it is required.
* Item type: file, text, date, number, or yes/no.
* For files, an optional expectation describing what a correct document contains.
* Optional fields to capture from the document.
* Optional correctness behavior.

## Write useful items

Prefer **Signed engagement letter** over **Documents**. Put one deliverable in each item. Describe the required period, parties, signature, or page coverage when those details determine whether the upload is correct.

## Snapshot behavior

When a request is created from a template, NeuDocs copies the checklist into that request. Later edits to the template do not silently rewrite requests already sent to clients.

## Archive or delete

Archive templates that should remain in history but should not be selected for new requests. Delete only unused templates when you no longer need the definition.

## Export

Template CSV export provides a portable view of your firm's reusable checklists.


## Related topics

- [Requests API](/integrations/api-requests.md)
- [Bulk and recurring requests](/workflow/bulk-recurring.md)
- [Core concepts](/concepts.md)
- [Create and manage requests](/workflow/requests.md)
- [Glossary](/reference/glossary.md)