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Templates

Templates are reusable request blueprints: the document list, per-document checklists, descriptions, and settings of a request, saved so you can send the same ask to the next client in seconds. This page covers the Templates page, creating and managing your own templates, and how templates connect to the community Template Library.

The Templates page

Templates in the sidebar opens a page with four tabs:

Tab What it holds
Browse The community Template Library — curated and community-published templates you can preview and import.
My Requests Your firm's own request templates.
Documents Reusable document definitions (a named document with its description and checklist) you can drop into any request.
Checklists Reusable checklist sets you can attach to documents.

Creating a template

Two ways:

  • From scratch — on Templates → My Requests, click Add new. The request composer opens in template mode: add documents, checklists, descriptions, tags, and settings, then click Save. You can use the AI Request Builder here too.
  • From an existing request — while composing a request, open the Save menu and choose Save as template. The request's structure is saved to My Requests.

Reusable Documents and Checklists are created the same way from their tabs with Add new.

Use variables for personalization

Titles and descriptions support variables such as the client's name, so a template like {{clientName}} - Tax Prep 2026 personalizes itself for every client you send it to.

Tags — and how they place templates in the Library

Add tags to a template to categorize it. Tags do double duty:

  1. They make templates searchable and filterable in your own list.
  2. They determine which industry segment a template appears under in the Template Library. When a template is published, its tags are matched against the five segments — Immigration, Tax & Accounting, Mortgage & Real Estate, Legal, and HR & Onboarding. For example, a template tagged mortgage or closing lands in Mortgage & Real Estate; one tagged visa or uscis lands in Immigration. Templates whose tags match no segment appear under Other.

If you plan to publish a template, give it at least one clear industry tag.

Managing your templates

On Templates → My Requests, each row's menu offers:

  • Create request from template — opens the composer pre-filled from the template; pick the client, adjust, and send. (You can also pick a template from the dropdown inside the composer.)
  • Edit template — change the document list, checklists, tags, or settings, then Save changes. Edits do not alter requests already created from the template.
  • Preview template — see the request as it will look before using it.
  • Publish to Community / Unpublish from Community — share the template in the public Library or withdraw it (Professional and Enterprise plans; see below).
  • Delete template — permanently remove it (you are asked to confirm).

The Browse tab is the Template Library

The Browse tab is the community Template Library: 22 FileOnion-curated templates at launch plus templates published by other firms, organized into the five industry segments above. Every card shows who published it — a verified Curated by FileOnion badge for the platform's own templates, or the publishing firm's name. Filter by segment, search, sort, preview any template, and click Use template to import it into My Requests for your firm in one click. Browsing and using the Library is available on every plan; publishing your own templates to the community (and unpublishing them at any time) requires Professional or Enterprise.