An acknowledgement template contains the title and plain-text terms shown to a recipient. When you attach it to a request and require acknowledgement, the recipient must agree before uploading documents.
Create a template from Action Pages
Open Acknowledgements under Action Pages.
Select Acknowledgement to open the new-template form.
Enter a Template Title and the Template Body. The body is plain text and must contain at least 50 characters.
Select Create Acknowledgement Template. The template is saved to your workspace and becomes available to attach to requests.
Use a template in a document request
Start a new document request from Requests.
In the Acknowledgement section, turn on Require Acknowledgement.
Choose your template from Select Template.
Finish adding the requested documents and select Send request.
If you do not have a template yet, use Create new acknowledgement template in the request form, enter its title and body, and select Save & select. The new template is saved and selected for that request.
Editing the body of an existing template increases its version and requires recipients to agree to the updated terms.