File request templates
Last updated: May 6, 2026
File request templates: Settings > Company > File Requests > +New Template > list common docs + descriptive name. Use during Sale file requests. Common templates: by destination (Australia/Canada/UK), program type (university/language/junior), or visa type.
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
- Click + New Template.
- Enter the list of files commonly requested for a destination (e.g. transcripts, recommendation letters, certificates).
- Give the template a clear, descriptive name.
- 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.