When requesting items on a regular basis, Information request templates can be used to easily create new requests. The templates can include documentation and instructions to support the items requested and the automated reminder schedule can also be edited and saved.
Information requests can be created at both the workspace level and account level.
Select an option below to jump directly to the section:
Workspace templates
Workspace Owners and Contributors can create and manage information request templates that will be available to all other workspace members.
To create a new template in a workspace, select 'Options' and click the 'Manage templates' button.
Note: If this a new workspace without any requests, you will only see the 'New request' button which you can select to build your template. On the last page of the new request you will see an option to 'Save as template'.
Select 'Create'.
Note: Existing templates can be modified or deleted, by hovering your mouse pointer over the template name and clicking on the relevant icon.
Enter the items you wish to add to the template and click 'Add'.
Review the items in the template and if needed select the pencil icon to attach supporting documentation or type instructions to support the items requested. Items can also be added or deleted.
Click 'Next' to continue.
Add the template name.
Add an email notification subject line, which will become the name of the request.
Adding a personalised message to the email notification is optional.
Click 'Next' to continue.
Setup the reminders you would like to save to template or leave the default reminders and click ‘Save’.
Using templates
Templates can be selected from the drop down list when creating new information requests.
After you select a template you are given the option to unselect any items that are not required for this request. To populate the request with your selected items click 'Import' and continue to set up the remainder of the request.
Account-wide templates
Administrators can create templates, which are shared at an account level, with every member of your account.
To create a new template, or manage existing templates, navigate to 'Account settings>Advanced options' and click the 'Manage templates' button.
A pop up is launched, which lists any account wide templates.
New templates can be created by clicking the blue 'Create' button.
Existing templates can be modified or deleted, by hovering your mouse pointer over the template name and clicking on the relevant icon.