ShareFile

Create a blank Document Request

Article applies to:

  • ShareFile Employee users

To create a blank Document Request:

  1. From your ShareFile account, go to Projects.

  2. Select Create project to start a new project. Or, open the project where you want to create the Document Request.

  3. From the Project dashboard, go to the Document requests tab.

  4. Click Create document request, then select blank document request.

    NOTE:

    Document Requests can be created using pre-populated templates or using AI.

    copy file

    The Create document request window opens.

  5. In the Create document request window, add request details:

    1. Enter a Title.
    2. Add a Description with directions for the request (optional)
    3. Set a Due date (optional)
    4. Select Create.

    The document request is created.

Create a blank Document Request

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