ShareFile

Create a Request List using a template

Create from Project

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

From your ShareFile account, go to Projects.
Open an existing project and go to the Tasks tab.
Click Create request > Request List > **Create from template.
NOTES:
- Request List can be created from scratch (blank) or using AI.
- Before creating a Request List from a template, ensure that a Request List has already been saved as a template.
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 request list from template

Create from Tasks

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

From your ShareFile account, go to Tasks > Request Lists.
Select Create from a template.
Choose your preferred template and click Use template. The ‘Create request list’ window displays.
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.

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.

Was this article helpful

Create a Request List using a template

Create a Request List using a template

Create from Project

Create from Tasks

In this article