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Create a Document Request from template
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Create a document request using a template
Create from Project
To create a Document Request using a template from the Projects menu:
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From your ShareFile account, go to Projects.
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Open an existing project and go to the Requests tab.
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Click Create request > Document request > Create from template.
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Document Requests can be created from scratch (blank) or using AI.
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Before creating an Document Request from a template, ensure that a Document Request has already been saved as a template.
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Select your preferred Document Request template and click Create document request .
The new request will mirror the structure of the selected template, allowing you to reuse predefined document lists across projects.
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