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Templates
The ShareFile catalog offers pre-configured templates tailored for specific industries, making it easier for our sales team to address customer needs efficiently.
Templates are flexible and can be further customized to meet the specific requirements of the ShareFile user.
Browse and install templates in the ShareFile Catalog
Use the following instructions to browse and install templates from the ShareFile Catalog.
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Open ShareFile in your web browser.
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Select Catalog from the menu.
The ShareFile Catalog page opens in a new tab.
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Select the Templates tab from the menu.
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Select Install by the template you want to install.
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Type in a name for the template.
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Select Install.
The selected template installation screen displays.
Once the installation completes, you can return to your ShareFile dashboard to access Templates from the menu.
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