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Create and use request templates

Save a reusable Request structure and use it to start client intake faster.

A Request template is a reusable starting point. It can hold fields, choices, help text, required settings, conditions, and intro copy.

Create a template

Using Sydnee for Healthcare? Each AI draft sends your prompt to OpenAI. Use a general workflow description and keep patient information out of it. Review the prompt before choosing Agree and generate; Sydnee doesn't check it for patient information.

  1. Open Requests.
  2. Open Templates.
  3. Select New, then Create new template.
  4. Choose to build from scratch or with AI.
  5. For a blank template, enter a Template name and optional Description.
  6. Select Create Template.
  7. Add and arrange fields in the template editor.

You can also open an existing Request's actions and select Create Template. Sydnee copies its form structure and supported condition rules, but not its client responses.

For an AI draft, describe the template you need. A suggestion under Try a prompt fills the text box so you can edit it. Select Generate form when the prompt is ready, then review the fields in the template editor before using it for a client.

Create a Request from a template

  1. Open Requests → Templates.
  2. Find a template under Favorites, Your Templates, or Global Templates.
  3. Select Preview to check it.
  4. Select Use Template.
  5. Pick the client account and audience.
  6. Review the title, intro, fields, conditions, and required settings.
  7. Edit client-specific details before publishing.

You can also choose Build New while creating a Request, then select the Template row. The Template Library lets you choose Use Template after a preview or Continue Without Template.

What changes after I use a template?

The new Request is a copy of the template. Later edits to the template won't change existing Requests, and changes to a Request won't change its template.

Copied form data includes field order, choices, descriptions, required settings, multiple-answer settings, and supported conditions. Copies leave out answers and answer locks. In each new Request, open Prefill to enter and lock any team-supplied answers before sending it.

Manage team and global templates

Your team can preview, edit, rename, duplicate, favorite, and delete its own templates. Global Templates are Sydnee-provided starting points. Team members can preview and use them but cannot edit their global source.

Search looks at the template name and description. Sort by Last Updated, Name, or Date Created.

Why can't I find a template?

  • Clear the template search.
  • Check Your Templates, Favorites, and Global Templates.
  • A team template may have been deleted.
  • A global template may be in a different category.
  • Make sure you are in the same workspace where the team template was created.

Next step

Preview, publish & schedule

Test a Request, send it now or later, and set due-date email reminders.

Review, export & complete

Review client progress, download responses, change status, and manage the Request archive.

On this page

Create a templateCreate a Request from a templateWhat changes after I use a template?Manage team and global templatesWhy can't I find a template?Next step