ShareFile

Edit or delete Client Hub custom fields

Article applies to:

  • ShareFile Employee users (account Administrator)

To edit or delete 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:

    Custom fields

  5. Select Edit or Delete.
    1. Edit - Update the Name or Field type as needed. Then, click Save.

    2. Delete - Check the box to confirm acknowledgment that the data entered in the field will be lost. Then, click Delete to confirm.

      NOTE:

      Deleting an existing custom field removes the field and the content of the field for all existing clients or contacts.

Edit or delete Client Hub custom fields

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