Create Standalone Forms

To create standalone Forms from the Tasks workspace:

1. From the ShareFile left navigation menu, select Tasks.

2. Select Forms.

3. Select how you want to create a standalone Form. Choose from:

   • Create new to start from scratch
   • Create from a template to use a pre-populated template.

   

Once generated, the Form appears in the Tasks workspace.

NOTE:

Standalone tasks cannot be moved into an existing project. If a task is meant to be within a project, please choose a project during task creation.