Associate Projects to client hub

Article applies to:

• ShareFile Employee users

You can choose to associate existing Projects for your client or create a brand-new Project and link it to the client record to work on it directly from your client hub.

Once you link a Project to the client record, Forms and Request List item(s) will then begin to appear on the overview so you can quickly check the status and have a shortcut to the request directly from the client hub.