Templates Workspace FAQ

• What are Templates?

  • Templates are reusable templates that can be shared across your organization. They help teams standardize common workflows and avoid rebuilding the same Request Lists, Projects, Forms or Documents each time.

• Where can I find my templates?

  • Templates are available in a centralized template gallery where you can browse both your personal templates and templates shared across your organization. ShareFile-provided templates and solution catalog resources also appear in the same experience.

• What types of templates are supported?

  • The template experience supports Request Lists, Projects, Forms and Documents. You can browse and manage these template types through a more consistent experience across ShareFile.

• Can I preview a template before using it?

• Yes. You can review template details before applying it so you can better understand what it contains and whether it fits your workflow.

• Can I edit or duplicate an existing template?

  • Yes. You can edit templates as your processes change or duplicate an existing template to create a variation without changing the original. This is useful when similar workflows require different steps or content for different teams or clients.

• Can I share a template with other people in my organization?

  • Yes. Templates can be shared across your organization so teams can use the same standardized workflows. Personal and organization-wide templates are clearly distinguished in the template gallery.

• Can I manage multiple templates at once?

  • Yes. Bulk management capabilities allow you to perform actions such as sharing, deleting, or duplicating multiple templates, making it easier to manage a larger template library.

• What happens if I delete a template?

  • Deleted templates can be managed and restored if needed, helping prevent the accidental loss of reusable workflows.