What's new in ShareFile documentation

Updated on Oct 30, 2026

A goal of ShareFile is to deliver new features and product updates to ShareFile customers when available.

To you, the customer, this process is transparent. Initial updates are applied to ShareFile internal sites only, and are then applied to customer environments gradually. Delivering updates incrementally in waves helps to ensure product quality and to maximize the availability.

October 26, 2026

Client hub sensitive data field detection for custom fields

ShareFile client hub now detects potential sensitive or personal information when you add or edit custom attributes. If an attribute name may indicate sensitive data, ShareFile warns you before you save it, helping prevent unintended collection or exposure of sensitive information.

For more information, see Client hub sensitive data field detection for custom fields.

September 3, 2026

ShareFile for Mac - Client hub, Projects, and Solutions access

ShareFile for Mac now supports direct access to Client hub, Projects, and Solutions content in the app. This update also includes fixes for authentication failures and ENS errors that could interrupt synchronization or sign-in.

For more information, see ShareFile for Mac.

August 28, 2026

Templates Workspace

ShareFile now includes a centralized Template Workspace for browsing, creating, managing, sharing, and reusing templates. The experience unifies personal, organization-wide, and ShareFile-provided templates, making it easier to standardize workflows across Request Lists, Forms, Projects, and Documents.

For more information, see Templates Workspace.

August 21, 2026

ShareFile navigation has been updated to deliver a more consistent, intuitive, and accessible experience. This update refreshes the styling across all service provider and legacy client portal navigation, creating a more cohesive experience throughout the product. By aligning navigation with our shared library and accessibility standards, users will benefit from improved usability and better support for accessibility needs. As part of this update, the Background Image and Text Color options have been removed from the Branding settings to help ensure a more accessible experience for all users. For more information, see Edit Account Appearance.

August 6, 2026

Admin Permissions in Projects and Tasks

ShareFile offers administrators a centralized view to manage all projects and tasks across your organization, ensuring business continuity, compliance readiness, and seamless governance. ShareFile Premium and above users can now add/manage new admins/users easily. For more information, click on Admin Permissions in Projects and Tasks.

August 6, 2026

New Projects Creation & Listing

ShareFile now provides an improved projects experience for managing structured client collaboration for ShareFile premium and above plans. Users can now Create New Project, Create project using a template and Invite users to a project seamlessly for a hassle free experience.

Users can also use the projects view to create a new project. For more information, visit projects view.

August 5, 2026

User Provisioning (SCIM)

ShareFile now supports SCIM (System for Cross-Domain Identity Management), allowing Enterprise account admins to automatically provision and manage users and groups from their identity provider. Microsoft Entra ID is supported as the initial identity provider. For more information, see User Provisioning (SCIM).

July 27, 2026

Export a Request List

You can now export a Request List to an Excel (.xlsx) or CSV (.csv) file for offline use, custom analysis, or sharing data outside of ShareFile. The export is accessible from the three-dot menu on the Request List page. Exported columns reflect the columns currently active in the table view.

For more information, see Export a Request List.

July 20, 2026

Tasks

Tasks provides a centralized workspace for viewing and managing work items across projects in a single location.

For more information go to Tasks.

June 14, 2026

ShareFile for Mac - projects, client hub, and solutions

ShareFile for Mac now provides direct access to files and folders in projects, client hub, and solutions for all Premium plan users. For more information, see projects, client hub, and solutions in ShareFile for Mac.

Folders in ShareFile for Clients

The ShareFile for Clients app now gives you access to shared folders from your service provider. You can browse, view, download, upload, and delete files directly from the app. For more information, go to Folders in ShareFile for Clients.

May 14, 2026

Create Signature Request In ShareFile For Outlook Online

The ShareFile Outlook Online add‑in lets you send documents for electronic signature or sign documents yourself—directly from Outlook, without leaving your inbox or compose experience. For more information go to Signature Request In ShareFile For Outlook Online

April 16, 2026

ShareFile for Mac - Re-Authentication

Upgrading to the latest version of ShareFile for Mac 26.04.20 will require the users to re-authenticate. For more information, go to ShareFile for Mac.

Note:

If no action is taken, the login flow will automatically redirect once the timer expires.

April 7, 2026

ShareFile for Windows - Projects, Client Hub & Solutions

ShareFile for Windows now provides access to files and folders belonging to Projects, Client Hub & Solutions for all users present on the Premium plan. This will be available for all Premium users version 26.03.12.0 onwards. For more information go to ShareFile for Windows - Projects, Client Hub & Solutions.

Note:

Upgrading to the latest version of ShareFile for Windows 26.3.12.0 will require the users to re-authenticate.

April 1, 2026

Bulk client record creation - client hub

ShareFile Admins and Employees can create multiple client records and their primary contacts at once within the client hub.

For more information, go to Bulk client record creation - Client Hub

March 5, 2026

Transparent Progress on Long-Running Automation Processes

Transparent Automation Progress by ShareFile gives users confidence that the process automations are working as expected by surfacing real-time status, progress, and outcomes directly in the ShareFile UI. Users can clearly see when an automation starts, is running, completes, or fails, reducing uncertainty, duplicate actions, and support requests.

For more information, go to Transparent Progress on Long-Running Automation Processes

January 27, 2026

Sessions

New Sessions page - Users can view all active sessions in the new Sessions sub‑navigation under Personal Settings.
Admin session management - Admins have access to a Manage Sessions option on any user’s profile, allowing them to view and manage that user’s active sessions.
Sign out after password change - When updating their password, users have the option to sign out of all existing sessions once the password change is complete. For details, see Change password.

December 4, 2025

Security Insights For ShareFile

ShareFile has introduced a visual, data-rich security dashboard for admins. When a security event occurs, ShareFile sends multiple notifications to both users and admins. To consolidate this, the Security Insights dashboard now provides real-time alerts, event breakdowns, geographic context, remediation statuses, and granular user-level insights.

For more information, go to Security Insights.

December 3, 2025

ShareFile authentication - One-time codes

Administrators can enable ShareFile one-time codes to provide client users with a secure and convenient authentication method.

For more information, see ShareFile authentication - One-time codes.

December 3, 2025

Administrators can enable Microsoft as the social sign-in provider, allowing client contacts to authenticate to ShareFile using their Microsoft account.

For more information, see Social sign in.

November 10, 2025

Client Hub - Custom Fields

Custom fields empower administrators to tailor the platform to their specific operational needs by enabling the addition of unique data fields.

For more information, see Client Hub - Custom Fields.

October 16, 2025

ShareFile now enables recipients to authenticate before they can access content on Outlook. For new users who do not have a ShareFile account, an activation link will be provided where they have to create a new ShareFile account in order to access sensitive content.

For more information, see Sending Files, Request Files and Sending Encrypted Emails to Outlook email recipients.