📑 Types of Requests in a Trackline Template
Learn everything you can request with Trackline from a template
In Trackline, part of the Code Contract platform, templates allow you to configure different types of requests to collect the necessary information in a structured and process-specific way.
Main types of requests
Document Request
Allows you to ask participants to upload specific files such as contracts, reports, or supporting documents.
You can define custom document types with specific names.
Text Request
Collects information through text fields—either short answers or long-form content.
Ideal for data such as names, descriptions, or comments.
This information can be auto-filled using AI based on document reading.
Combined Request (File + Text)
In some cases, participants may be required to submit a document along with additional text-based information.
Useful for more comprehensive requests where context or extra details are needed.
Request Customization
Each request can be configured with tags, specific instructions, and mandatory fields to ensure data quality and completeness.
