Add custom fields

Use custom fields to capture client information that ShareFile’s standard fields don’t include. Create fields for Individuals, Companies, or Contacts, then let assigned team members add and update those details on client profiles. This keeps client information organized in Client Hub and tailored to your workflows.

To add custom fields:

1. From your ShareFile account, go to Account settings
2. Navigate to Client hub management.
3. Select Custom fields.
4. Select the Individuals, Companies, or Contacts tab to choose which client records can use the custom field.
5. Select Add custom field.
6. From the Create custom field screen:
   1. Select the custom field type from the given options:
      1. Short text (single-line)
      2. Long text (multi-line)
      3. Dropdown list
      4. Clickable link
   2. Enter a Field label.
   3. Click Create.