How to create Secure File Templates

Go to Secure File Transport Application

Go to Secure File Templates tab

Click on New

Select the Record type for which you want to made a template

Click Next

Enter Template Name according to your business requirement

Select the Object name on which the Secure File Transport application is configured (For Example : If the application is configured on Contact Object, you have to choose Contact for Object Name)

If you want to you use dynamic templates, you can select required fields. For Example, If you want to use Contact First Name, then you can select First Name and choose that field in SMS Message.

For selecting File Tags which you want, Click on Select File Tags (Only available for Media Request)

Select the File Tags and Click on Submit

You can enter SMS Message, Portal Message, Email Subject and Email Body as per business requirements.

Make the toggle switch to true, if you want to make this template default for sending File Requests.

Click Save