ShareFile

Access a Client Object from Client Hub

May 18, 2026

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Article applies to:

ShareFile Employee users

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

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

NOTE:

Adding employee users to a client object in the ShareFile 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 ShareFile client hub.

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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Access a Client Object from Client Hub

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

Access a Client Object from Client Hub

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