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templates / Create Standalone Form template
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Create Standalone Form templates

To create a standalone Form template:

  1. From the ShareFile navigation pane, select Templates.
  2. Under All templates, select Create form template.
  3. Give your template a Name and a Description (optional).
  4. Select Create template. The template preview editor opens.
  5. Edit the template as needed.
  6. Select Save. The template is created. The standalone form template appears in the Templates workspace.
  7. To share the template, search for a name or email address. You can also create a client contact. To continue without sharing the template, select Cancel.