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:

   

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.