ShareFile

Improved Document Request List experience in ShareFile Templates FAQ

  • 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.
  • 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.
  • 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.
  • Can templates be shared across the organization?
    • Yes. Templates can be shared organization wide depending on permissions.
  • What happens if a template is deleted?
    • Deleted templates cannot be restored in this version.
  • Can I filter templates?
    • Yes. Templates can be filtered by ownership and industry to help users quickly find relevant ones.
  • Does this include AI generated templates?
    • No. AI assisted template discovery and generation are out of scope for this iteration.
  • 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.
Improved Document Request List experience in ShareFile Templates FAQ

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