ShareFile

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 object to work on it directly from your ShareFile client hub.

Client Hub

Once you link a Project to the client object, Information Request(s) and Document 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.

Client Hub

Associate Projects to Client Hub

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