Request templates

You can create request templates to apply to frequently used file requests. Then you don't have to enter the request description each time you send a request email message.

Before you start

  • Make sure you're assigned to a permission group that has Request Templates Administration enabled.
  • Request templates are global across your firm. Staff with Request Templates Administration enabled can edit and use request templates.

Add a request template

  1. In Onvio Center, select Setup, then Request Templates.
  2. Select Add.
  3. Enter a Template Name and Document Request.

    Note: You can add multiple request template descriptions in a single email request. Select Add under the previous Document Request to add additional text fields.

  4. Select Add.

Send a request using a template

You can send a request email message from within the Documents area to anyone, even if they don't have access to Onvio. You can add new request templates here, but you cannot edit the existing templates when creating a request email.

Edit a request template

  1. In Onvio Center, select Setup, then Request Templates.
  2. Choose the request template, then select Edit
  3. Make changes and select Save.

Delete a request template

  1. In Onvio Center, select Setup, then Request Templates.
  2. Choose the request template, then select Delete.
  3. Select Delete to confirm.

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