ShareFile

Create a blank Form

Article applies to:

ShareFile Employee users

Create from Project

To create a blank Form from the Projects menu:

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 Form.
On the project dashboard, select the Requests tab, then click Create Request > Form.
Select create from blank

The Create Form window opens.

NOTE:

Forms can also be created using using pre-populated templates.
In the Create Request List window, add request 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.
Design the Form

a. Add questions or fields by selecting Add fields.

b. Choose a Field Type for each question:
- Short Text
- Paragraph Text
- Date Picker
- Dropdown / Multiple Choice
- File Upload (optional hybrid field)
- Yes/No Toggle
c. Reorder questions using drag-and-drop.

d. Use Conditional Logic to show or hide questions based on earlier responses. Example: Show “Proof of Address” field only if user selects “Yes” for “Do you reside in the U.S.?”
Assign Recipients

a. Select internal users or clients who need to complete the request.

b. Each recipient will receive an email notification with access to the form.
Configure Reminders

a. Automatic reminders are sent 1, 3, 5, and 10 days before the due date.

b. Post-due date, reminders are sent daily for 30 days after the deadline until completed.

c. You can also send manual reminders from the three-dot menu (…).

Create from Tasks

To create a new Form from the Tasks menu:

From your ShareFile account, go to Tasks > Forms.
Select Create new. The ‘Start from scratch’ window displays.
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 Location (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 should belong to a project, be sure to select the project during creation.
Select Create. The Form is created.
Build and design the Form:
1. Add questions or fields by selecting Add fields.
2. Choose a Field Type for each question:
  - Short Text
  - Paragraph Text
  - Date Picker
  - Dropdown / Multiple Choice
  - File Upload (optional hybrid field)
  - Yes/No Toggle
3. Reorder questions using drag-and-drop.
4. Use Conditional Logic to show or hide questions based on earlier responses.

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 blank Form

Create a blank Form

Create from Project

Create from Tasks

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