ShareFile

Editing templates

October 10, 2024

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ShareFile users have the ability to edit existing templates directly within the Templates Library.

Note:

Currently, tables that are part of the template content cannot be edited within the template editor. If a template includes tables, users will not see or be able to modify them.

How to Edit a Template

Use the following information to edit a template.

Select a template from the Templates Library.
Select Edit.

The Template Editor screen displays.
From the Template Editor you can perform the following actions:
- Rename Template: Modify the template name by selecting on the name field and entering a new name.
- Change Description: Update the description of the template by editing the description field.
- View and Edit Included Items:
  - Review all the document requests and information requests included in the template.
  - Add New Requests: Use the Add button to include additional document requests or information requests.
  - Edit Existing Requests: select on an existing request to modify its content or details.
  - Remove Requests: You can remove any request by selecting it and selecting the delete icon.

Industry Advantage Customers

For users with Industry Advantage, this template editing capability is also available from your installed solution.

Navigate to your Solution Dashboard
Create a new engagement.

The default template is included in your solution.

Duplicate or Change Templates

Select Duplicate to create a new copy of the default template that you can fully customize and make your own.
Select Change to choose a custom template created by you or your team. When you select Change, a new screen will display a list of templates available in your account.

When you create a new template, it is private by default, and only you can see it.
To share the template with your team, select Edit to open the template editor and manage access.
When you select Edit, the template editor will launch, allowing you to rename the template, change the description, add or edit document and information requests, and more like the standard template editor.

This feature enables you to tailor your engagements and project templates to different clients, making your solution more flexible and adaptable to your industry-specific needs.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Editing templates

October 10, 2024

Contributed by:

October 10, 2024

Contributed by:

Editing templates

How to Edit a Template

Industry Advantage Customers

Duplicate or Change Templates

Create and Share Templates

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