# Client User Guidance

As a Client user, your access to your service provider's ShareFile account is limited. This article provides essential guidance to help you navigate and interact effectively with ShareFile.

## Getting Started

The following resources will help you get started:

* [Configure your Client account](https://docs.sharefile.com/en-us/sharefile/client-resources/configure-client-account)
* [I received an email link from ShareFile](https://docs.sharefile.com/en-us/sharefile/client-resources/sf-email-link-learn-more)
* [ShareFile Navigation Overview](https://docs.sharefile.com/en-us/sharefile/client-resources/nav-overview)
* [Search in ShareFile](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/search)

## Download ShareFile Applications

You can access ShareFile from any computer with a supported web browser and an internet connection. ShareFile integrates seamlessly with your favorite apps so you can automate workflows, share files securely and enhance productivity.

* [ShareFile for Windows](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-for-windows/download)
* [ShareFile for Mac](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-for-mac#download-sharefile-for-mac)
* [ShareFile for Clients iOS](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-for-clients-app-ios/sharefile-for-clients-ios-app)
* [ShareFile for Clients Android](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-for-clients-app-android)

## About Folders

Depending on your [folder permissions](https://docs.sharefile.com/en-us/sharefile/manage_folders/folder-permissions-and-subfolders), you can perform the following actions:

* [Copy folder](https://docs.sharefile.com/en-us/sharefile/manage_folders/copy_folders)
* [Download folders](https://docs.sharefile.com/en-us/sharefile/manage_folders/download_folders)
* [Move folders](https://docs.sharefile.com/en-us/sharefile/manage_folders/move_folders)
* [View folder details](https://docs.sharefile.com/en-us/sharefile/manage_folders/view_folder_details)

Refer to the following articles to learn more about ShareFile folders:

* [Folder permissions](https://docs.sharefile.com/en-us/sharefile/manage_folders/folder-permissions-and-subfolders)
* [Folder Q\&A](https://docs.sharefile.com/en-us/sharefile/sharefile-vdr/question-and-answer)
* [Shared folders](https://docs.sharefile.com/en-us/sharefile/manage_folders/folder_overview#shared-folders)

## About Files

The following actions are available based on your permissions:

* [Copy files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/copy)
* [Download files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/download)
* [Delete files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/delete-files)
* [Edit files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/edit)
* [Edit files using coediting](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/co-editing#edit-a-file)
* [Inbox and sent messages](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/managing-inbox-and-sent-messages#access-the-inbox)
* [Move files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/move)
* [Preview files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/preview)
* [Rename files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/rename)
* [Upload files](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/upload)

## About Projects

Access all of the dedicated collaboration spaces that you’ve been assigned for each [project](https://docs.sharefile.com/en-us/sharefile/sharefile-projects/projects_overview). You can:

* [Respond to Request Lists (upload files)](https://docs.sharefile.com/en-us/sharefile/sharefile-tasks/request_lists/respond_to_a_rl)
* [Respond to an assigned Form](https://docs.sharefile.com/en-us/sharefile/sharefile-tasks/forms/respond_to_form)

## About Workflows

**Workflows** are designed to streamline document-centric tasks. You can:

* [Complete document requests](https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/accelerated-agreements#client-side-agreement-completion)
* [Approve files](https://docs.sharefile.com/en-us/sharefile/workflows/feedback-and-approval-workflow#approve-a-file)
* [Provide feedback](https://docs.sharefile.com/en-us/sharefile/workflows/feedback-and-approval-workflow#provide-feedback)

## About Personal Settings

Personal settings are those related to your client account with ShareFile. You can:

* [Edit personal information](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/edit-personal-information)
* [Edit time and date](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/edit-time-date)
* [Edit email addresses](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/add_email_addresses)
* [Change your password](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/sign-in-options#change-password)
* [Reset your password](https://docs.sharefile.com/en-us/sharefile/people_settings/assisting-users-with-password-reset#user-initiated-password-reset)
* [Manage Multi-Factor authentication](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/sign-in-options#manage-multi-factor-authentication)
* [Manage FTP information](https://docs.sharefile.com/en-us/sharefile/personal_settings/profile/sign-in-options#ftp-information)

## About the ShareFile Client Portal

The ShareFile client portal experience documentation is for service provider accounts that have installed ShareFile Solutions.

For more information, refer to:

* [Sign into your Client Portal](https://docs.sharefile.com/en-us/sharefile/client_portal/sign_in_client_portal)
* [Client Portal FAQ](https://docs.sharefile.com/en-us/sharefile/client_portal/client_portal_faq)

## Problem Solving

The following articles address frequent challenges encountered by Client users and provide corresponding solutions.

### Login in issues

* [Forgot subdomain](https://support.sharefile.com/s/article/Error-Account-URL-not-found)
* [Error: Username or password is incorrect](https://support.sharefile.com/s/article/Error-Username-or-password-is-incorrect)
* [Error: Unable to authenticate user](https://support.sharefile.com/s/article/Error-Unable-to-Authenticate-User)
* [Error: Unable to get login information](https://support.sharefile.com/s/article/Error-Unable-to-get-login-information)
* [Error: Your connection is not private](https://support.sharefile.com/s/article/Error-Your-connection-is-not-private)
* [Email containing link to reset password is not received](https://support.sharefile.com/s/article/Email-containing-link-to-reset-password-is-not-received)
* [ShareFile Multi-Factor authentication settings reset](https://support.sharefile.com/s/article/ShareFile-multi-factor-authentication-Settings-reset)
* [ShareFile Multi-Factor authentication FAQ](https://support.sharefile.com/s/article/ShareFile-multi-factor-authentication-FAQ)

### Files and Folders

* [Customers are requested to log in to access file downloads](https://support.sharefile.com/s/article/Customers-are-requested-to-log-in-to-access-file-downloads)
* [Downloading or uploading is slow with ShareFile](https://support.sharefile.com/s/article/Downloading-or-uploading-is-slow-with-ShareFile)
* [Client users with admin folder permission cannot search for users while using 'Add People to Folder'](https://support.sharefile.com/s/article/Client-user-with-admin-folder-permission-cannot-search-for-users-while-using-Add-People-to-Folder)
* [Resolve browser related issues](https://support.sharefile.com/s/article/Resolve-browser-related-issues)

### ShareFile applications

* [Error: Unable to connect to ShareFile - ShareFile for Windows application](https://support.sharefile.com/s/article/Error-Unable-to-connect-to-ShareFile)
* [The ShareFile drive is missing in Windows Explorer](https://support.sharefile.com/s/article/Error-The-ShareFile-drive-is-missing-in-Windows-File-Explorer)
* [ShareFile for Windows missing icon overlays](https://support.sharefile.com/s/article/Missing-icon-overlays)