Playbooks

Who this is for

Agents at any role (agent, admin, or owner) who manage the reusable document packets — Playbooks — their agency sends to clients. Editing a Playbook’s workflow requires Owner or Administrator.

Note on names. “Playbook” is the display name you see in the app. If you use the API or CSV imports, the underlying data model is still called RequestTemplate (informally “Bundle” in older code and internal notes) — same data, just a different label.

Before you start

• You need at least one library item to add to a Playbook: a PDF Form, a Questionnaire, a Document Catalog entry, or an Agreement.
• To edit a Playbook’s workflow, you must be an Owner or Administrator.

Step-by-step

View your Playbooks

Navigate to Library → Playbooks. Every Playbook your agency has created is listed here, including its name. The list loads live from the server.

Create a Playbook

1. Click New Playbook (top-right of the Playbooks page).
2. Enter a name for the Playbook.
3. Click Save.

The Playbook is saved immediately and persists on reload. Open it to configure its workflow in the visual editor.

Edit a Playbook’s workflow

1. Click the Playbook’s name or the edit icon on the Playbooks page.
2. The Visual Workflow Editor opens — see Workflow editor for the full walkthrough of states, transitions, and publishing.

Delete a Playbook

1. Click the delete icon next to the Playbook.
2. Confirm in the dialog that appears.

The Playbook is permanently removed.

What happens next

• A newly created Playbook appears in the Playbook picker when you start a new request.
• Publishing a workflow change does not affect requests already in flight — they stay pinned to the version they started with.

Coming soon

• Playbook descriptions. The dialog has a description field, but the underlying model has no description column yet. Descriptions entered today are silently dropped.
• Questionnaires as Playbook items. The UI lets you select Questionnaires when building a Playbook, but the backend stores only PDF Form IDs. Questionnaires added to a Playbook today are not saved to the server.

Troubleshooting

• I can’t edit a Playbook’s workflow. Only Owners and Administrators can open, edit, and publish workflow changes.
• My Playbook disappeared after a reload. Playbook create and delete are fully persisted to the server. If a Playbook is missing after a reload, it was likely deleted by another team member.
• The item picker doesn’t show my Questionnaire. Questionnaires appear in the picker UI but are not saved as Playbook items on the backend yet — this is a planned gap listed in “Coming soon” above.

Related

• Workflow editor — full walkthrough of the visual editor, states, transitions, and publishing
• Library overview — back to the full library
• Questionnaires — structured forms you can add as Playbook items
• PDF Forms — PDF forms with e-signature
• Document Catalog — document categories available as Playbook items
• Agreements — text acceptance items available as Playbook items

Last verified: 2026-07-14