ShareFile

Complete Document Requests

September 30, 2025

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The following information provides you, the client, with the steps necessary to respond to a ShareFile document request from a service provider.

When you are assigned a document request, you receive an email notification with task instructions. Click View task in the email to begin.

If you are not logged in, you will be directed to the ShareFile login page to enter your credentials before accessing the request.
Navigate to Projects and select a project to open it.

The Project Home Tab displays by design.
To access document requests, either click View all on the Document Request tile in the Home tab, or choose Document Requests from the project navigation menu.
Select a request from the Document requests section to open it.

Items that are pending an action item will show with the Waiting on client status:
Select the item to see its details and complete the request. Your available actions may vary based on your permissions, including the ability to:
- Update item name
- Add a description
- Modify due date
- Assign categories
- Upload files
- Add comments
Once you have completed the task, select Submit for review.

A confirmation message displays and the item status changes to Ready for review.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Complete Document Requests

September 30, 2025

Contributed by:

September 30, 2025

Contributed by:

Complete Document Requests

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