Improved Request List experience in ShareFile Templates
ShareFile has introduced an Enhanced Templates user experience which improves how users discover, understand, and apply templates when creating Request Lists in ShareFile.
The new templates experience significantly reduces the time required to create structured workflows such as audits, onboarding requests, compliance documentation, or client information collection. You can now browse available templates, preview their contents, and apply them seamlessly without leaving the creation workflow.
The new templates experience is available in the ShareFile web application and enabled for the following ShareFile plan tiers:
- ShareFile Premium
- ShareFile Advantage (Request List-enabled environments)
Key capabilities
| Capability | What It Does | Who Sees It |
|---|---|---|
| Templates surfaced during Request List creation | Shows available templates directly inside the Request List creation flow | Employee user |
| Template Preview | Allows users to review template details before applying | Employee user |
| Template filters | Filters by ownership, industry, or tags to quickly locate relevant templates | Employee user |
| Seamless template application | Applies the template and confirms successful creation | Employee user |
| Convert Request List to template | Allows users to save an existing request list as a reusable template | Employee user,Admin |
| Template sharing | Supports organization-wide template sharing | Admin, Employee user (with permissions) |
| Bulk template actions | Enables actions such as share or delete across multiple templates | Admin |
Activation and availability
The feature is enabled by default for Request List-enabled environments. There is no action item required to enable the feature as Templates appear automatically during the Request List creation flow.
NOTE:
Disabling the feature is not configurable in the initial release.