ShareFile

Templates Library

July 25, 2024

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ShareFile provides access to all of your templates and templates shared with you in the Templates library. The use of Sharefile templates also provide the following:

Easily access and reuse templates across ShareFile
Manage all templates in a single location
Create and save personal templates for frequently used projects, documents, requests, and workflows
Share and access organization-wide templates for consistent collaboration with your team

Use the Templates to access, create, share, and store various templates including:

Document Templates - Used to automatically create highly personalized/customized documents and agreements
Project Templates - Used to define a specific, time-bound effort with well-defined objectives and tasks
Information Request Templates - Used under projects to collect information from external clients or stakeholders
Automated Workflow Templates - Used to create a sequence or set of actions that ShareFile can automate and help users eliminate repetitive tasks
Document Request Templates – Used to streamline the process of requesting and collecting specific documents from clients.

Accessing or creating templates

Your ShareFile app provides several ways to access/create templates.

Open ShareFile then navigate to Templates.
Open ShareFile then navigate to Projects then open a project. Once open, select the Save as template option on the … menu. This allows you to save the project as a template that can be used to create new projects.
Open ShareFile then navigate to Folders > select a PDF file > Create new template.
Open ShareFile then navigate to Folders > select a PDF file > Right-click to open the menu > select Create new template.
Open ShareFile then navigate to Folders > select a PDF file to open in Preview. Select Create new template from the Preview menu.

Using the Catalog to add templates to your library

Use the ShareFile Catalog to access and add pre-made templates to your Template library.

Select Create from your Template library.
Select Browse catalog.

The ShareFile Catalog opens.
Select the Templates tab from the menu.
Select Install on the template you want to add.
Select Install on the confirmation popup.

The template installation message displays.
Return to your ShareFile Templates library and select the Shared with me tab to see the template you installed from the catalog.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Templates Library

July 25, 2024

Contributed by:

July 25, 2024

Contributed by:

Templates Library

Accessing or creating templates

Using the Catalog to add templates to your library

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