Form templates

Article applies to:

• ShareFile Employee users

Save the form fields and structure of a form as a template. Templates are useful when collecting the same information across different clients or projects.

A form template includes:

• Field labels and input types (text, dropdown, date, checkbox, etc.)
• Section grouping and layout
• Field visibility and validation rules

To work with form templates, see the following articles:

1. Save a form as a template
2. Create a form using a template
3. Create standalone form template

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