Hi Karbon Community,
I'm working on creating a universal document collection template for our clients. Often, clients email us saying they have documents to send and asking for instructions, and we also frequently email clients to request documents. We want a flexible template that can be sent in response to any document request without listing all the possible documents, while still providing clear and concise instructions. Since we don’t always know what paperwork we will receive, we want to avoid having a section for each document.
This might be simple, but I am curious about what the best way to format the template is. I would love to hear your best practices or examples of such templates that you've found effective!
Thank you!
