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> For other versions, use one of these documentation indexes:
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> - v1.0: https://docs.cable.tech/v-1-0/llms.txt

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> For a complete documentation index, see https://docs.cable.tech/llms.txt.
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# Document Lists

Document lists let you group individual documents together and request them all at once from multiple partners.

## What are Document Lists?

A document list is a collection of documents that are commonly requested together. Examples:

* **"Q1 2025 Compliance Package"** - Quarterly required documents
* **"KYC Onboarding Documents"** - Everything needed to onboard a new partner
* **"Annual Audit Documents"** - Year-end compliance requirements
* **"Vendor Risk Assessment"** - Documents needed for third-party risk review

**When to use lists vs. individual requests**:

* **Use lists** for recurring needs or standardized packages
* **Use individual requests** for one-off or unique document needs

## Creating and Managing Lists

To create a document list:

1. Navigate to **Documents → Lists**
2. Click **Create List**
3. Enter:
   * **Name** - What this package is for (e.g., "Q1 Compliance Package")
   * **Description** - Additional context
4. Click **Create**

![](/_fern-files/_img/fffd514d93a948c68e3a114b52c9d1096de5d62d742ae67f4ed351dd968cacec.webp)

✅ **Success**: You'll see "List created - Your document list has been created successfully."

### Adding Documents to Lists

After creating a list:

1. Click on the list to open details
2. Click **Add Documents**
3. Select templates from your Documents Library
4. Click **Add to List**

![](/_fern-files/_img/9c872654bcf6a2449bca6cb31d9e5bc31c544d4aad5c04b9e6814e2945ea82b2.webp)

You can add the same document to multiple lists. For example, "AML Policy" might be in both "Onboarding Documents" and "Annual Review Documents."

> **💡 Tip**: Create lists for recurring needs like quarterly reviews or annual audits. Once set up, you can request the entire package from multiple organizations with just a few clicks.

## Requesting from Multiple Organizations

This is where document lists shine - request an entire package from many partners at once.

To send a bulk request:

1. Navigate to **Documents → Lists**
2. Click on the list you want to send
3. Click **Request from Organizations**
4. Select which partner organizations should receive these requests
5. Review the summary: "Will create up to \[X] requests (\[Y] documents × \[Z] organizations)"
6. Click **Send Requests**

![](/_fern-files/_img/8a782ddafa028cd61fccf40a16b5a0e3a8fbae1a9eedbd3ff4fcf9835ce16e56.webp)

**What happens**:

* Cable creates individual requests for each document × organization combination
* Each request has its own due date calculated from the list
* If a partner already has an active request for a document, Cable skips it
* Partners receive notifications about their new requests

✅ **Success**: You'll see "Created \[X] new request(s) (\[Y] already existed)" if some requests already existed, or just "Created \[X] request(s) successfully" if all were new.

> **💡 Tip**: You can safely re-run a document list request. The system will only create new requests for organizations that don't already have active requests for those documents.

**Example**: You create a "Q1 Compliance" list with 10 documents and send it to 20 partners:

* First run: Creates 200 requests (10 × 20)
* If you run it again immediately: Creates 0 new requests (all already exist)
* If you add 5 new partners and re-run: Creates 50 new requests (10 × 5 new partners)