ShareFile

Create a Form using a template

Article applies to:

ShareFile Employee users

Create from Project

To create an information request using a template from the Projects menu:

Open an existing project and go to the Requests tab.
Click Create request > Information request > Create from template.
NOTES:
- Information Requests can also be created from scratch (blank)
- Before creating an Information Request from a template, ensure that an Information Request has already been saved as a template.
Select your preferred Information Request template and click Create information request.

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

Create from Tasks

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

From your ShareFile account, go to Tasks > Forms.
Select Create from a template.
Choose your preferred template and click Use template. The ‘Create Form’ window displays.
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.

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 Form using a template

Create a Form using a template

Create from Project

Create from Tasks

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