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templates / Use templates
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Use templates

To use a template:

  1. From the ShareFile navigation pane, select Templates.
  2. Select All templates or Catalog to browse templates.
  3. Select the Project, Request List or Form template that you want to use. A preview opens on the right side of the page.
  4. In the template preview, select Use template. The creation window opens.
  5. Complete the required information. The available fields depend on the template type. Then select Create.
  6. The Form, Request List, or Project is created, depending on the template type.