Templates

Templates hold reusable questionnaires, document packs, and request wording for repeat case work. Official forms are available through the forms library.

Questionnaire templates

Open Templates → Questionnaires to find predefined questionnaires. Check that the questions cover the information you need. To use a template on a case, select Create questionnaire from the document group’s actions.

Each live request has its own questionnaire copy. Editing that copy does not change the template. Template changes apply to future requests.

See Questionnaires for creating requests, reviewing responses, and applying answers.

Official forms and reusable details

Use the official forms library when preparing an authority’s form. The case form holds its answers and links to the people or organisations involved.

Questionnaire templates and official forms have different jobs. A questionnaire collects answers. A case form prepares the supported official output.

• Official forms
• Saved details
• Official PDFs
• ImmiAccount filling

Document packs

A document pack defines a reusable document group. It can include:

• The default document group name and description.
• Recipient slots such as applicant, sponsor organisation, or case-level.
• Request templates that belong in the pack.
• Optional metadata such as tags or visa types for filtering.

Use document packs for common evidence sets such as identity documents, sponsor business documents, financial documents, or relationship evidence.

Request templates

Request templates hold reusable wording for one evidence item.

Each request template defines the standard name, category, requirement, resources, and client-facing wording for one document request.

Document packs can reuse request templates. That keeps common requests consistent without copying wording across packs.

Live cases are separate

Changing a document pack or request template does not change existing live cases. Live document groups and requests keep the wording and upload behaviour they had when they were created.

For existing cases, update the live requests and access directly when the matter needs it.

When to edit a request template

Edit a request template when the same wording or requirement should be reused in future cases.

Edit the live request when only one case needs different wording or evidence.

When to edit a document pack

Edit a document pack when the same document group should be reused in future cases.

Edit the live document group when only one case needs a different request set or access pattern.

Good data collection hygiene

Keep data collection assets understandable to a practice user:

• Use human-readable names.
• Keep packs focused on a real document group.
• Keep request templates specific enough that customers know what to upload.
• Remove requests that are only relevant in rare edge cases unless the pack clearly marks them as optional.