ShareFile

Create custom fields

To create custom fields:

From your ShareFile account, go to Account settings
Navigate to Client hub management.
Select Custom fields.
Select Create custom field.
From the Create custom field screen:
1. Enter a Name for the field.
2. 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
3. Select who the custom field options should be applied to:
  1. All clients
  2. Individual clients only
  3. Company clients only
  NOTES:
  - Selecting All clients applies the custom fields to both individual and organization clients. This gives administrators the flexibility to define distinct fields for each client type, should they choose to differentiate them.
  - Client custom fields can be applied to All clients, Individual clients only or Company clients only. ‘All clients’ will apply the custom fields that you create to both individual clients and organization clients. This allows administrators to be able to specify certain fields to individual clients and organization clients differently if they choose.
  - Contact custom fields are applied to all contacts on the account regardless of whether they are a contact on an individual client or an organization client.
4. Click Create.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create custom fields

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