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Information Request Templates

May 13, 2026

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ShareFile Employee users

Save the form fields and structure of an information request 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 information request as template

Create an Information Request using a template

To create an Information Request using a template:

Open an existing project and go to the Requests tab.
Click Create request > Information request > Create from template.
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.

Create information request from template

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.

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Information Request Templates

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Information Request Templates

Create an Information Request using a template

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