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Templates / Create standalone Request List templates
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Create standalone Request List templates

To create a standalone Request List template:

  1. From the ShareFile navigation pane, select Templates.

  2. Under All templates, select Create request list template.

    Standalone Request List Template 1

  3. Give your template a Name and a Description (optional).

    Standalone Request List Template 2

  4. Select Create template. The template preview editor opens.

  5. Edit the template as needed. You can add items or import from Excel files.

    Standalone Request List Template 3

  6. Select Save.

  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.

    Standalone Request List Template 4

  8. The standalone request list template appears in the Templates workspace under the All templates - Created by me section:

    Standalone Request List Template 5

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