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Improved Document Request List experience in ShareFile Templates FAQ
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What changed about templates in this release?
- Templates are now integrated directly into the DRL creation flow so users can easily discover and apply them without navigating separate areas.
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Can I preview a template before using it?
- Yes. The template preview shows the items and structure that will be created before you apply it.
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Can I convert an existing DRL into a template?
- Yes. Users can save an existing DRL as a template, edit its name and description, and reuse it later.
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Can templates be shared across the organization?
- Yes. Templates can be shared organization wide depending on permissions.
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What happens if a template is deleted?
- Deleted templates cannot be restored in this version.
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Can I filter templates?
- Yes. Templates can be filtered by ownership and industry to help users quickly find relevant ones.
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Does this include AI generated templates?
- No. AI assisted template discovery and generation are out of scope for this iteration.
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Can i share with everyone from the template gallery?
- As of now share with everyone is only enabled on template creation and will be enabled in other resources with the next version.
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