Create standalone Document templates

To create a standalone Document template:

1. From the ShareFile navigation pane, select Templates.

2. Under All templates, select Create document template.

3. Select PDF Template or Editable Word template. The Create template - Prepare template step opens.

4. From the Create template - Prepare template step:

   1. Add document - To add a document, drag a file to Drag or browse files, or select Drag or browse files to browse for a file on your computer.
   2. Add signer roles - To add signer roles, select Add a new role. Create a role for each person who signs the document.

5. Select Next step.

6. From the Create template - Add fields step, add template fields. Options include:

   1. Signer fields - Add fields that recipients must complete.
   2. System fields - Add variables that insert dynamic data in the template.
   3. Sender fields - Add fields that senders must complete each time they use the template.
   4. Annotate document - Add labels, check boxes, or other annotations to the PDF document.

7. After you add the fields, select Next step.

8. From the Create template - Review and Save step:

   1. Review or change template name.

   2. Enter a template description.

   3. Set an expiration date for the template.

   4. Set security options. Choose from:

      1. Passcode - When passcode is turned on, recipients must enter a 5-digit passcode to access the documents.
      2. Knowledge-Based Authentication - When Knowledge-Based Authentication is turned on, recipients will be required to verify their identity with a knowledge-based quiz. Each signer will need to independently verify before signing the document.

   5. Select Save template. The standalone document template appears in the Templates workspace under the All templates - Created by me section"

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