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Tasks / Forms / Form Templates
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Form Templates

Article applies to:

  • ShareFile Employee users

Save the form fields and structure of a Form as a template. Templates are useful when collecting the same information across different clients or projects.

Includes:

  • Field labels and input types (text, dropdown, date, checkbox, etc.)
  • Section grouping and layout
  • Field visibility and validation rules

Save existing form as template

For guidance, refer to Create a Form using a template.