Document templates and reference files are downloadable documents — blank templates, guidance — that your site publishes for workers to use. They surface at the relevant document-upload step, so the right reference is in front of a worker exactly when they need it.

This guide covers:

• Publishing reference documents, such as templates and guidance, for a site
• Attaching a reference file to the document-upload step where it belongs
• Surfacing the file to the worker at the point of upload
• Maintaining a small reference-file library for the site

Give workers the right starting document at the right moment and the evidence that comes back is more likely to be correct first time.

💡 Power User Insight: Attach a blank template to the upload step it relates to, so a worker downloads the correct form, fills it in, and uploads it back at the same place — no hunting for the right document elsewhere.