Delete a Form

Article applies to:

• ShareFile Employee users

Deleting a Form permanently removes it and its responses from the project. Use this only for drafts, duplicates, or forms created in error. Deleted requests cannot be recovered.

To delete a Form:

1. Navigate to the project’s Forms tab.
2. Locate the request you wish to remove.
3. Click on the three-dot menu (⋯) beside the request name.
4. Select Delete.
5. Confirm the deletion in the pop-up dialog.

NOTES:

• Project Owners and Form creators can delete forms.

• Collaborators or clients cannot delete or archive forms.

What happens on deletion

• The form and all responses are permanently removed from ShareFile.
• No notification is sent to participants upon deletion.
• Activity logs retain an entry noting that the form was deleted (for admin audit).

Best practices

• If you may need to refer to past data, export responses before deleting.
• Use deletion sparingly — prefer Close for completed or inactive requests.