Edit client hub custom fields

Article applies to:

• ShareFile Employee users (account Administrator)

To edit custom fields:

1. From your ShareFile account, go to Account settings

2. Navigate to client hub management.

3. Select Custom fields.

4. Click the "..." (three-dot menu) next to the Field key:

   

5. Select Edit.

6. Update the Name or Field type as needed. Then, click Save.