ShareFile

Project Workflow Templates

May 15, 2026

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ShareFile Projects enables you to use Templates to standardize and replicate commonly used project workflows. Templates help reduce setup time by allowing project owners to predefine structures—including tasks, tables, and request types—that can be quickly reused across multiple projects.

A Template captures the structure and content of an existing project. When a template is used to create a new project, all defined elements are automatically added, ready for customization. Each template type can be managed independently and reused where applicable.

Templates include reusable elements such as:

Predefined tasks and requests.
Requests (document, information) configured for common use.
Data tables and column configurations.

Templates do not include project-specific data or client assignments—only reusable setup elements.

Key use cases

Creating consistent workflows for recurring project types (e.g., onboarding, audits, reviews).
Maintaining standard document structures and task lists.
Reducing setup effort for new client or internal projects.
Ensuring teams follow uniform processes and naming conventions.

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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Project Workflow Templates

May 15, 2026

Contributed by:

May 15, 2026

Contributed by:

Project Workflow Templates

Key use cases

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