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Tasks / Request Lists / Improved Request List experience in Templates / Create a Request List from a template
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Create a Request List from a template

You can create a Request List from an existing template by following the given steps:

  1. Go to the Tasks menu in the ShareFile dashboard and select All Tasks. Click on the Create Request List.

  2. From the Create request list menu that opens,choose the Use a template and the All Templates menu for Request Lists is displayed.

  3. You can choose to filter available request lists by selecting the Created by me or From my org options. Once applied, you can preview the template before creating the Request List to ensure it matches your needs.

  4. Once you have finalized the template, select Use template. From the menu that opens, you can select a project name (optional) and click on Create request.

  5. A success message is displayed and the newly created Request List opens.