Create a blank form

Article applies to:

• ShareFile Employee users

You can create a form from scratch in either of the following ways:

• Create a form from the Projects menu.
• Create a form from the Tasks menu.

Create from Projects

To create a blank form in your project's workspace:

1. From your ShareFile account, go to Projects.

2. Select Create project to start a new project. Or, open the project where you want to create the form.

3. In the project's workspace, select Create form.

   

4. Select Start from scratch.

   The Start from scratch window opens and lets you fill in the form details.

   NOTE:

   You can also create forms using pre-populated templates.

5. In the Start from scratch window, add the form details:

   1. Enter a Name.
   2. Add a Description with directions for the request (optional)
   3. Set a Due date if you need the form completed within a specific timeframe. (optional)
   4. Select Create.

   The form is created.

6. Design the form:

   1. Add fields and layout elements like sections by dragging them from the Fields and Display and layouts area.

   2. Reorder fields and sections using drag-and-drop.

   3. Use Conditional Logic to show or hide fields based on earlier responses.

   Example: Show “Proof of Address” field only if user selects “Yes” for “Do you reside in the U.S.?”

   1. Select Save to finalize the form.

7. Assign Recipients:

   1. Navigate to the project where you created the form.

   2. Locate the form and select it to open it.

   3. Select Assign.

   4. Select internal users or clients who need to complete the request. Each recipient will receive an email notification with access to the form.

   5. Set the permissions for the form.

   6. Select Assign.

Create from Tasks

To create a new form from the Tasks menu:

1. From your ShareFile account, go to Tasks > Forms.

   

2. Select Create new. The Start from scratch window displays.

3. From the Start from scratch window:

   1. Enter a Name.
   2. Add a Description (optional).
   3. Set a Due date (optional).
   4. Select a project (optional).

   NOTE:

   By default, the form is created in the Tasks workspace. You can choose to create the task within a project; if no location is selected, the Form is created as a standalone task. Standalone tasks cannot be moved to a project after creation. If the task must belong to a project, be sure to select the project during creation.

4. Select Create. The Form is created.

   The form is created.

5. Design the form:

   1. Add fields and layout elements like sections by dragging them from the Fields and Display and layouts area.

   2. Reorder fields and sections using drag-and-drop.

   3. Use Conditional Logic to show or hide fields based on earlier responses.

   Example: Show “Proof of Address” field only if user selects “Yes” for “Do you reside in the U.S.?”

   1. Select Save to finalize the form.

6. Assign Recipients:

   1. Select Assign.

   2. Select internal users or clients who need to complete the request. Each recipient will receive an email notification with access to the form.

   3. Set the permissions for the form.

   4. Select Assign.

Configure reminders

ShareFile sends automatic reminders for forms 1, 3, 5, and 10 days before the due date. Post-due date, reminders are sent daily for 30 days after the deadline until completed.

To send a reminder manually, go to Tasks > Forms, select the three-dot menu (…) and then Remind.