File request templates

Reusable templates for commonly requested documents.

Why use templates

Eliminates the need to manually create file requests or memorize required documents per destination.

How to access

Settings > Company > File Requests.

Create a template

1. Click + New Template.
2. Enter the list of files commonly requested for a destination (e.g. transcripts, recommendation letters, certificates).
3. Give the template a clear, descriptive name.
4. Save.

Use the template

When requesting files in a Sale, select an existing template instead of creating each request individually.

Common template structures

• By destination. Australia documents, Canada documents, UK documents.
• By program type. University application, language program, junior camp.
• By visa type. Student visa, working holiday, tourist visa.