Access Templates
To access the Templates workspace:
- From the ShareFile navigation pane, select Templates.
- Select All templates to:
- View and filter existing templates that you created or that others shared with you.
- Create standalone templates for:
- Request Lists
- Forms
- Documents
- Projects
- Select Catalog to:
- Use ShareFile-provided templates. You can sort templates by industry and install them.
- Select Deleted to view and restore recently deleted templates.