ShareFile

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:

    Standalone Forms

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.

Create Standalone Forms

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