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Templates / Request list templates
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Request list templates

Article applies to:

  • ShareFile Employee users

A request list and all its associated items can be saved as a template. This helps when teams frequently request the same set of documents from multiple clients.

A request list template includes:

  • All Request List titles and descriptions
  • Request grouping and order
  • Upload settings or instructions

To work with request list templates, see the following articles:

  1. Save a Request List as a template
  2. Create request list using a template
  3. Create standalone request list template

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