Access a client record from the client hub

Article applies to:

• ShareFile Employee users

Once you click into a client record, you will be presenting with a few options:

1. Overview - This page provides high level client details of your client record, a list of the assigned team members, and a view of active Request List and Forms items.
2. Contacts - This page provides a list of any client contacts associated with your client record in the client hub. You can also manage client contacts tied to the client record on this page.
3. Files - You can be able to create associations with existing folders in your ShareFile account to start connecting your client records with the folders that you have already created for clients.
4. Projects - You can access any Projects that you have associated with your client record, create a link with existing Project, and create a new Project directly from the client hub.
5. Tax - You can integrate with the Income Tax Solution available on the ShareFile Industry Advantage plan.

NOTE:

Adding employee users to a client record in the client hub does not currently grant them access/permissions to the Folders, Projects, Tax Solution or other resources that are connected. The users will still need to be added to the resource directly and then the information will start to populate within the client hub.