Download Templates

How to set up a download template in NextChapter

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

A Download Template can be saved from Account > My Account Settings > Firm Filing Templates > Download Templates and it can also be saved when you are in Download & Print > Save New Download Template.

When you select to create a New Download Template, the page will be set up exactly as Download & Print is set up. The left column will house your available forms & documents, the middle column will indicate what is going to be merged and downloaded as the petition and the right column includes any documents that you want to download separately from the merged petition.

*Please note: You can only set up a template with NextChapter generated standard forms and documents. That said, you cannot set up a template to include "Credit Counseling Certificate" every time. That will still need to be manually added when you are downloading your packet.
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You may save as many templates as you want and title them something that will make them easily identifiable on the Download & Print tab. All saved templates will be available from a dropdown on that tab and will automatically assemble your packet exactly as you want it.

From Download & Print, your template will be an option from the middle column dropdown.

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