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Create a Document Request list using AI

May 13, 2026

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ShareFile Employee users

Follow these steps to create document request lists for your specific needs:

Navigate to the Document Requests tab in your Project.
Select Create Document Request then Create with AI.
In the next screen, enter the necessary details:
- Name for your document request list
- Due Date
- Industry
- Role
- Description of your request
You can either select the industry and role from the drop-down or enter your industry and role manually. You can select the checkbox Remember industry and size to save these options for next time.

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 document request list.

Note:

If required, click on Edit details to change the details and re-generate the list
Select Create Request to finalize and create the document request list.
The document request list is created as a draft with the name, due date and the recommended items you had selected in the previous step.

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

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Create a Document Request list using AI

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