Features / Templates
Build the list once. Send it for ever.
Every organisation, and most households, has the same conversation over and over: the new starter, the enrolment, the onboarding, the move-in. A template is that conversation written down, ready to start under somebody’s name.
- IMIntake (legal matter)Start
- SASchool admissionStart
- MPMonthly payrollStart
Templates you start from
Eight come with Docsroom, for employers, nurseries and schools, solicitors, a business sale and accountants. Change them to match how you actually work, or start an empty one.
- New starter
- Nursery enrolment
- School admission, in year
- Intake for a legal matter
- Conveyancing: a sale
- Data room for a business sale
- Business onboarding
- Monthly bookkeeping information
- Monthly payroll inputs
Fifty at once
Pick the template and tick the people, and fifty draft packs are started under fifty names. The board then shows all fifty side by side.
Editing does not disturb what is running
Change a template and the packs already started from it stay exactly as they were. The change applies to the next one.
A pack you liked becomes one
Save any pack as a template in a single action, rather than building the list twice.
The pictures are illustrations. The names are made up.
Starting many, carefully
Choose the people, see exactly how many packs are about to exist, and confirm. Everything lands as a draft, so a mistake is one you can fix before anybody is emailed.
- Search and select, or select all shown
- The count is on the button before you press it
- Every pack addressed to the right person
- HNHolly NashSelected
- OBOwen ByrneSelected
- LKLena KowalskiSelected
The editor is the pack you already know
A template is edited as a pack, with the same sections and the same request editor. There is no second way of building a list to learn.
- UploadProof of identity
- UploadProof of address
- FormWho we speak to
Turn your checklist into a template.
Send it over and we will do it for you.