ShareFile

Create a new client (Individual or Company) from Client Hub

May 18, 2026

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ShareFile Employee users

To create a new client from the Client Hub:

Create Client button - This is the first step to creating a new Client object in the ShareFile client hub. You can choose between creating an Individual client object or a Company client object depending on the client you are trying to connect.
Company Name - If you chose to create a Company client object, this field will allow you to name that entity for easier filtering, searching and navigation in the client hub.
Add from existing - If you already have been interacting with the client that you are creating in your ShareFile account, you can try searching for existing users based on their name or their email address to link existing ShareFile users to your newly created client.
Client ID (Optional) - The Client ID is an optional field that can be leveraged to append a unique identifier to your client if you would like to match records with other systems or apply a differentiator for multiple clients that have the same name.
Internal Display Name - This setting will allow you to apply a display name for your client and is only visible for internal team members. It has the following default values, but you can change the internal display name to something completely different.
- For individuals, ShareFile will default this value to First Name - Last Name
- For companies, ShareFile will default the information that is put into the Company name field.
- If you have added the optional Client ID field above, it will append the Client ID that you entered in parentheses at the end of the Internal Display Name by default.

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Create a new client (Individual or Company) from Client Hub

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

Create a new client (Individual or Company) from Client Hub

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