Save a Form as a template

Article applies to:

• ShareFile Employee users

To save a Formas a template:

1. Create a blank Form.

2. Open the request and go to the More options section.

3. Select Save as template. The 'Edit and save template' window displays.

4. Enter a template Name and add a Description (optional).

5. Select Edit template.

6. Select Save to use the template.

   The template now displays under the Templates menu.

NOTE:

Once the form is saved as a template, it becomes available as an option for creating forms from pre-populated templates. See Create Form using a template for more information.