ShareFile

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:

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.

About Folders

Depending on your folder permissions, you can perform the following actions:

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

About Files

The following actions are available based on your permissions:

About Projects

Access all of the dedicated collaboration spaces that you’ve been assigned for each project. You can:

About Workflows

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

About Personal Settings

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

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:

Problem Solving

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

Login in issues

Files and Folders

ShareFile applications

Client User Guidance