ShareFile

Improved Document Request List experience in ShareFile Templates

May 15, 2026

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ShareFile has introduced a new Enhanced Templates user experience which improves how users discover, understand, and apply templates when creating Document Request Lists in ShareFile.

The new templates experience significantly reduces the time required to create structured workflows such as audits, onboarding requests, compliance documentation, or client information collection. You can now browse available templates, preview their contents, and apply them seamlessly without leaving the creation workflow.

The new templates experience is available in the ShareFile web application and enabled for the following ShareFile plan tiers:

ShareFile Premium
ShareFile Advantage (DRL-enabled environments)

Key capabilities

Capability	What It Does	Who Sees It
Templates surfaced during DRL creation	Shows available templates directly inside the DRL creation flow	Employee user
Template Preview	Allows users to review template details before applying	Employee user
Template filters	Filters by ownership, industry, or tags to quickly locate relevant templates	Employee user
Seamless template application	Applies the template and confirms successful creation	Employee user
Convert Document Request List to template	Allows users to save an existing request list as a reusable template	Employee user,Admin
Template sharing	Supports organization-wide template sharing	Admin, Employee user (with permissions)
Bulk template actions	Enables actions such as share or delete across multiple templates	Admin

Activation and availability

The feature is enabled by default for DRL-enabled environments. There is no action item required to enable the feature as Templates appear automatically during the DRL creation flow.

NOTE:

Disabling the feature is not configurable in the initial release.

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Improved Document Request List experience in ShareFile Templates

May 15, 2026

Contributed by:

May 15, 2026

Contributed by:

Improved Document Request List experience in ShareFile Templates

Key capabilities

Activation and availability

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