Creating a reusable template.

Creating a reusable template.

4 min readUpdated June 2026 Templates

A template is a saved document checklist that you can load into any new request with one click. If you collect the same set of documents for a recurring matter type — an annual tax filing, a new client onboarding, a real estate purchase — a template eliminates the need to build the same list over and over.

Creating a template from scratch

Open Templates

Go to /dashboard/?v=templates and click New Template.

Name the template

Use a name that your whole team will recognize. Good examples: Real Estate Purchase — Standard, New Hire Onboarding, Annual Tax Package — Individual. Avoid vague names like My Template.

Add document items

Add items exactly as you would in a regular request. Name each one specifically, add descriptions where helpful, and mark items Required or Optional.

Save the template

Click Save Template. It's immediately available when creating new requests. No publishing step required.

Saving a sent request as a template

If you've already built a great document list for a past request, you can turn it into a template without rebuilding it. Open the request detail view for that request, click the More menu (three dots), and select Save as Template. Give it a name and it's saved instantly.

Sharing templates across the team

Templates are shared across your entire Fetcher workspace. Any team member with Member or Admin access can see and use any template. Only Admins can delete templates.

Build templates before your second requestIf you're going to send the same type of request more than once, create the template right after your first one — while the document list is fresh in your mind.