A Master Document is a reusable item type in your workspace. It can have a title and optional instructions, and you can add it to document requests for different clients.
Open your dashboard and choose Master Documents under Action Pages.
Select Add Document.
Enter a document title. Add an optional description with instructions for the person providing the document.
Select Create. The new item appears in your Master Documents list and can be reused in requests.
You can also create a new item type while building a request by choosing Create a new item type in the request form.