2 min read

Unlock efficiency and streamline workflows with ShareFile templates

June 21, 2024

By Parin Shah, Senior Product Marketing Manager


Efficiency and productivity are crucial for staying ahead of the competition, no matter your industry. At ShareFile, we understand the challenges organizations face in managing complex workflows, maintaining consistency across engagements, and delivering exceptional client experiences. That's why we've developed a comprehensive suite of customizable templates designed to help you streamline your operations and drive success for your business.

We designed ShareFile templates with a deep understanding of the common pain points businesses face every day. Implementing these templates can transform your operations by streamlining workflows, boosting productivity, and enhancing client experiences.



What can you do with ShareFile templates?


Streamline processes


Templates give you a foundation for common tasks, such as project management, document creation, and client onboarding. This can significantly reduce the time and effort you spend getting started on a new engagement. Instead of building everything from scratch every time, you can customize our pre-built templates to fit your organization’s unique needs and get up and running quickly. Making tasks like these easily repeatable is key to workflow efficiency



Enhance productivity


Templates help you automate repetitive tasks and free valuable time for your team to focus on the work that matters most. This boosts productivity, enhances innovation, and gives you more space for strategic thinking in your organization. Pre-built templates in ShareFile enable you to deploy new workflows and processes rapidly so you can hit the ground running every time.



Improve client experience


Your clients and other stakeholders expect a high level of quality in the documents and proposals you prepare for them. ShareFile templates ensure that every deliverable meets those high standards, enhancing your brand’s reputation and client satisfaction. Consistent, high-quality client interactions build trust. With ShareFile templates, you can standardize onboarding processes and client communications, ensuring a seamless and positive experience at every touchpoint.



Create templates to meet your needs


In addition to its wide range of pre-built templates, ShareFile gives you flexibility to create and save your own templates. You can tailor templates to fit your specific business needs, ensuring maximum relevance and, because they’re reusable, increased efficiency. Whether you need to modify an existing template or start from scratch, ShareFile lets you save and reuse your custom templates, making it easier than ever to maintain consistency from engagement to engagement and streamline your workflows.



Templates available in the ShareFile catalog


Our catalog brings together all our pre-built templates in one place so it’s easy to find the one you need. Follow the instructions in our product documentation to get to the catalog, where you’ll have access to:


  • Signature requests: Simplify agreement approvals with pre-configured templates for contracts, NDAs, and more.
  • Information requests: Standardize data collection with pre-defined templates for client onboarding, surveys, and feedback forms.
  • Document requests: Streamline file gathering with dedicated templates for expense reports, purchase orders, and permission requests.
  • Projects: Deploy project templates rapidly with ShareFile templates, saving valuable time and resources.
  • Data tables: Organize and analyze information effortlessly with pre-formatted data tables for financial reports, sales tracking, and project management.



Get started with ShareFile templates today!


Are you ready to streamline your workflows and enhance productivity? Visit the catalog in ShareFile to find (or create) the perfect templates for your business. Start optimizing your processes with ShareFile templates now! And check out our product documentation for more information on how to get started.