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Create Information Request from template
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Create an Information Request using a template
Article applies to:
- ShareFile Employee users
Create from Project
To create an information request using a template from the Projects menu:
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Open an existing project and go to the Requests tab.
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Click Create request > Information request > Create from template.
NOTES:
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Information Requests can also be created from scratch (blank)
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Before creating an Information Request from a template, ensure that an Information Request has already been saved as a template.
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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.
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