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Document Request Templates

May 13, 2026

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ShareFile Employee users

Save a specific Document Request list and all its associated items as a template. This helps when teams frequently request the same set of documents from multiple clients.

Includes:

All document request titles and descriptions
Request grouping and order
Upload settings or instructions

Save existing document request as template

Create a document request using a template

To create a Document Request using a template:

Open an existing project and go to the Requests tab.
Click Create request > Document request > Create from template.
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.

Create document request from template

Update document request templates

To update existing Document Request or Information Request templates, you need to recreate them.

Create a new request using the existing template.

a. In an existing or a new project, go to the Requests tab.

b. Click Create request, choose between a document or an information request, and select Create from template.

c. Select the template that you want to update and click Create request.
Make the required changes.
Save the updated request as a template.

a. From the request window, select Actions (⋯) -> Save as template.

b. Provide name (required) and description (optional) and click Create template.
Delete the old template.

a. From the left navigation panel, go to Templates.

b. Select the checkbox for the old template.

c. Click Delete. (On smaller screen sizes, you might need to select Actions > Delete.)

d. When prompted, confirm the operation.

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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Document Request Templates

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Document Request Templates

Create a document request using a template

Update document request templates

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