Create a Document Request list using AI

June 1, 2026

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Article applies to:

ShareFile Employee users

Create from Project

To create a Document Request from the Projects menu using AI:

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 .
Navigate to the Document Requests tab.
Select Create request then Create with AI.

The ‘Create with AI’ window displays.

NOTE:

Document Requests can be created from scratch (blank) or using pre-populated templates.
From the ‘Create with AI’ window:
1. Enter a Request name.
2. Set a Due date (optional)
3. Type or select the industry you work in
4. Specify your role in the industry
5. Give details on what is the purpose of the request
TIP:

The more precise you are with your prompt the more likely you are to get relevant recommended items. For examples, see Example prompts.
Select Generate items. The following message is displayed to indicate that the items for your request are being generated.

The Generating items for you request… displays.
Review the recommended list of items generated by AI and select the items you would like to include in your request list.

NOTE:

If required, click on Edit details to change the details and re-generate the list
Select Create Request.

The request list is created as a draft with the name, due date and the recommended items you had selected in the previous step.

<!– ## Create from Tasks

To create a new Request List from the Tasks menu using AI:

From your ShareFile account, go to Tasks > Request Lists.
Select Create with AI. The ‘Create with AI’ window displays.
From the ‘Create with AI’ window:
1. Enter a *Name.
2. Set a Due date (optional)
3. Select a project Location
NOTE:

By default, the Request List is created in the Tasks workspace. You can choose to create the task within a project; if no location is selected, the Request List is created as a standalone task. Standalone tasks cannot be moved to a project after creation. If the task should belong to a project, be sure to select the project during creation.
1. Select from the drop down options the industry you work in
2. Select from the drop down options your role in the industry
3. Give details on what is the purpose of the request
Select Generate items.
Review the recommended list of items generated by AI and select the items you would like to include in your document request list.
Select Create Request. The Request List 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 Document Request list using AI

June 1, 2026

Contributed by:

June 1, 2026

Contributed by:

Create a Document Request list using AI

Create from Project

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