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templates / Create Standalone Project template
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Create Standalone Project Templates

To create a standalone Project template:

  1. From the ShareFile navigation pane, select Templates.
  2. Under All templates, select Create project 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. You can create new Request Lists or Forms.
  6. Select Save. The template is created. The standalone project 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.