Create a Request List using a template

Create from Project

To create a Request List using a template from the Projects menu:

1. From your ShareFile account, go to Projects.

2. Open an existing project and go to the Requests tab.

3. Click Create request > Request List > Create from template.

   NOTES:

   • Request List can be created from scratch (blank) or using AI.

4. Select your preferred Request List template and click Use template. Then select create request list.

The new request will mirror the structure of the selected template, allowing you to reuse predefined request lists across projects.

Create from Tasks

To create a Request List using a template from the Tasks menu:

1. From your ShareFile account, go to Tasks > Request Lists.

2. Select Create from a template.

3. Choose a template that you created or that was shared with you, or install a template from the Catalog.

4. Once your preferred template is selected, click Use template. The Create request list window displays.

5. From the 'Create request list' window, select a project Location (optional). Then, click Create request list

   NOTE:

   By default, the Request List is created in the Tasks workspace. You can choose to create the task within a project; if no location is selected, the Request List is created as a standalone task. Standalone tasks cannot be moved to a project after creation. If the task should belong to a project, be sure to select the project during creation.

   The Request List is created.