ShareFile

Forms

«««< HEAD:en-us/sharefile/sharefile-tasks/information_requests/forms_overview.md A Form in ShareFile Projects allows you to collect structured data, text inputs, or form-style responses from clients or internal teams — all tied to your project workflow. Unlike Request Lists, which collect files, a Form gathers details, numbers, or statements through a configurable form that you can design and share directly from your project workspace. Auto-save on forms is enabled allowing clients to complete them in multiple sessions with progress saved automatically. ======= A Form in ShareFile Projects allows you to collect structured data, text inputs, or form-style responses from clients or internal teams — all tied to your project workflow. Unlike Request Lists, which collect files, an Information Request gathers details, numbers, or statements through a configurable form that you can design and share directly from your project workspace. Auto-save on information request forms is enabled allowing clients to complete them in multiple sessions with progress saved automatically.

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Forms are found and initiated in the Projects tab in ShareFile Premium, Industry Advantage and VDR plans.

«««< HEAD:en-us/sharefile/sharefile-tasks/information_requests/forms_overview.md We recommend watching this video about Forms in ShareFile projects: =======

NOTE:

Starting July 21, 2026, ShareFile will begin updating select feature names across the platform: Requests to Tasks, Document Request Lists to Request Lists and Information request list to Forms. These updates are terminology changes only and will not impact existing functionality or workflows.

We recommend watching this video about Information requests in ShareFile projects:

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Key use cases

Use Forms to:

To collect client information such as personal details, service inputs, or onboarding data.
To request structured information from internal teams for status updates or internal reporting.
When you need repeatable, form-based submissions for audits, tax data, or intake workflows.
When you want to reduce file attachments and rely on typed or selectable responses instead.

Key benefits

Centralized, secure way to collect typed responses.
Full visibility into completion and submission status.
Conditional logic to show or hide form sections based on responses.
Auto-save allows respondents to return later and finish incomplete forms.
Easy export of responses to CSV for analysis or reporting.

Life cycle of a Form

Stage	Description	User Actions
Draft	Request created but not yet published.	Edit fields, add recipients, preview form.
Active	Request shared and open for responses.	Recipients complete and submit.
Partially Complete	Some recipients have submitted, others pending.	Send reminders or review progress.
Completed	All responses submitted and approved.	The owner can export or close the request.
Closed	Locked for further edits.	Forms remain viewable but not editable.

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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Forms

Forms

Key use cases

Key benefits

Life cycle of a Form

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