ShareFile

Create a Document Request List from a template

May 15, 2026

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You can now create a Document Request List (DRL) from an existing template by following the given steps:

Go to the Tasks menu in the ShareFile dashboard and select All Tasks. Click on the Create Document Request List button as shown below:
From the Create document request list menu that opens,choose the Use a template and the All Templates menu for DRLs is displayed.
You can choose to filter available request lists by selecting the Created by me or From my org options. Once applied, you can preview the template before creating the DRL to ensure it matches your needs.
Once you have finalised the template, you can select the Use template option as shown below. From the menu that opens, you can select a project name(optional) and click on Create request.
A success message is displayed and the newly created DRL opens on the screen.

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Create a Document Request List from a template

May 15, 2026

Contributed by:

May 15, 2026

Contributed by:

Create a Document Request List from a template

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