Improved UI for Document Request List (DRL) is Live Now

As part of our ongoing efforts to simplify and enhance client collaboration, we’re excited to roll out the redesigned DRL UI. This update brings a cleaner, more efficient layout aimed at streamlining navigation and enhancing usability across verticals.

 

What’s New:

  • Categories for Items: Assign one or multiple categories to an item of DRL and filter by category for better view or download.
  • Items Numbering: Simplify your communication with client using the numbers of items
  • Collapsible Sidebar Navigation: Move quickly between request items while keeping essential tools within reach.
  • Expanded Drawer View: Submit files, track progress, and access metadata with a clearer and roomier layout.
  • Easier Way to Edit Description of Items: Change the description from the Item workspace, no additional clicks required.

 

Why It Matters:

  • Reduces user frustration from hidden actions (like the elusive “Submit” button)
  • Balances the visual layout for better focus and efficiency
  • Makes it easier for users, especially in Accounting, Legal, and Healthcare, to manage document-heavy workflows quickly and accurately.

 

Documentation link:

https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/document-requests.html