ShareFile

Create a blank Document Request

June 1, 2026

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Article applies to:

ShareFile Employee users

Create from Project

To create a blank Document Request from the Projects menu:

From your ShareFile account, go to Projects.
Select Create project to start a new project. Or, open the project where you want to create the Document Request.
From the Project dashboard, go to the Document requests tab.
Select Create document request , then select blank document request.

NOTE:

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

The ‘Create document request’ window opens.
From the ‘Create document request’ window:
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.

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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Create a blank Document Request

June 1, 2026

Contributed by:

June 1, 2026

Contributed by:

Create a blank Document Request

Create from Project

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