Create a Form using a template

Article applies to:

• ShareFile Employee users

Create a Form from Projects

To create a Form using a template from the Projects menu:

1. Open an existing project and go to the Requests tab.

2. Click Create request > Form > Create from template.

   NOTE:

   • Forms can also be created from scratch (blank).

   • Before creating a Form from a template, ensure that a Form has already been saved as a template.

3. Select your preferred Form template and click Create Form.

Your new Form will now use the same structured form and field definitions as the chosen template.

Create a Form from Tasks

To create a Form using a template from the Tasks menu:

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

2. Select Create from a template.

3. Choose a template that you created or that was shared with you, or install a template from the Catalog.

4. Once your preferred template is selected, click Use template. The Create Form window displays.

5. From the Create Form window, select a project Location (optional). Then, click Create Form.

   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.

Your new form will now use the same structured field definitions as the chosen template.