ShareFile

Delete a Form

Article applies to:

ShareFile Employee users

Deleting an 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 an Form:

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

Notes:

Project Owners and Form creators can delete requests.

Collaborators or clients cannot delete or archive forms.

What happens on deletion

The request and all responses are permanently removed from ShareFile.
No notification is sent to participants upon deletion.
Activity logs retain an entry noting that the request 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.

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.

Was this article helpful

Delete a Form

Delete a Form

What happens on deletion

Best practices

In this article