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templates / Create Standalone Request List template
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Create Standalone Request Lists 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.
  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 add items or import from Excel files.
  6. Select Save. The standalone request list 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.