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Client User Guidance
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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:
- Copy files
- Download files
- Delete files
- Edit files
- Edit files using coediting
- Inbox and sent messages
- Move files
- Preview files
- Rename files
- Upload files
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:
- Edit personal information
- Edit time and date
- Edit email addresses
- Change your password
- Manage Multi-Factor authentication
- Manage 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:
Problem Solving
The following articles address frequent challenges encountered by Client users and provide corresponding solutions.
Login in issues
- Forgot subdomain
- Error: Username or password is incorrect
- Error: Unable to authenticate user
- Error: Unable to get login information
- Error: Your connection is not private
- Email containing link to reset password is not received
- ShareFile Multi-Factor authentication settings reset
- ShareFile Multi-Factor authentication FAQ
Files and Folders
- Customers are requested to log in to access file downloads
- Downloading or uploading is slow with ShareFile
- Client users with admin folder permission cannot search for users while using ‘Add People to Folder’
- Resolve browser related issues
ShareFile applications
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