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Learn more / FAQ - Legacy Request List Read-Only Mode and Transition to Request Lists
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FAQ - Legacy Request List Read-Only Mode and Transition to Request List

Advisory:

The Request List will be retired on August 28, 2026.

  • Why are we depreciating Request List and when it’s happening?

    • We’ve built a new request list feature called, Request Lists, that delivers a modern, integrated experience with ongoing enhancements. Request Lists provide a secure, structured way to collect files, with features like: 

      • Specifying required documents from clients or team members
      • Setting due dates and adding detailed instructions
      • Enabling contextual conversations on requested documents
      • Tracking submissions in a centralized dashboard 

      The Request List will be retired on August 28, 2026.

  • Will my existing files and requests be deleted in read-only mode?

    • You will not have access to Request Lists, comments, Request List metadata, or other activity history, but all your files will remain accessible and will be stored in ShareFile folders.

  • How can I continue working with clients on request lists after the feature is depreciated?

    • You can use the new Request Lists in Projects or Tasks. It offers an improved workflow for managing file requests, tracking status, and collaborating securely with clients.

  • Can I copy or migrate my old Request Lists to new Request Lists?

    • There’s no automatic migration. You can manually recreate your active lists using Request List templates or start new a list as needed. We recommend exporting key data from Request Lists before retirement.

  • What happens to permissions and client access during read-only mode?

    • Permissions in the Request List feature remain as they are for viewing. In Request Lists, are tied to Projects and offer more flexible sharing and role-based access control.

  • Will my clients still be able to upload files through Request List links during read-only mode?

    • Yes, until August 28,2026. Open requests can be finished during the “read-only” / creation-restricted phase.

  • Can I download or export my previous Request Lists?

    • You can download files from your Request Lists if you have not done it already. Make screenshots of request list status and details before the retire date, August 28, 2026, to keep local copies if needed.

  • What exactly would you recommend me to do before August 28, 2026?

    • Before the retire date, August 28, 2026, we recommend you:

      1. Confirm you have all necessary Request List uploaded files stored in ShareFile folders.
      2. Review closed Request Lists and make sure you no longer need the details of these lists. If you need any information from those lists, such as assignee names, uploaded files date, ensure you made screenshots and exports you need.
      3. Review all open Requests and make screenshots and export of all information that seems valuable to you. This includes Task Details, Comments & Activity, Assignee email, Request date, Due date, Uploaded date, Description, Category.

  • What are the main benefits of using the new request list functionality, Request Lists?

    • Request Lists is a more advanced feature which offers enhanced functionality that includes:

      1. Specifying required documents from clients or team members
      2. Setting due dates and adding detailed instructions
      3. Enabling contextual conversations on requested documents
      4. Tracking submissions in a centralized dashboard
      5. Creating Request List templates
      6. AI-assisted Request List generation

  • Who can I contact for help with the depreciation and learning more about Request Lists?