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Templates / Create standalone Project templates
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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.

    Standalone Project Template 1

  3. Give your template a Name and a Description (optional). Then, select Create template.

    Standalone Project Template 2

    The template preview editor opens.

  4. Edit the template as needed. You can create new Request Lists or Forms. Select Save.

    Standalone Project Template 3

  5. 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.

    Standalone Project Template 4

  6. The template is created. The standalone project template appears in the Templates workspace under the All templates - Created by me section:

    Standalone Project Template 5

Comprehensive management capabilities such as editing, duplicating, deleting, restoring, sharing, and bulk actions help teams maintain Project templates throughout their lifecycle.