ShareFile

Client Hub custom fields

May 18, 2026

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ShareFile Employee users (account Administrator)

Custom fields empower administrators to tailor the platform to their specific operational needs by enabling the addition of unique data fields. These fields can be applied to both their client list—whether individuals or organizations—and individual client contacts within those client list. This flexibility allows businesses to capture and organize information critical to their unique workflows, going beyond the standard fields provided. Administrators can define exactly which additional data points are essential for their client relationships.

Once these custom fields are established, assigned team members can actively use these custom fields to enrich and update client profiles with precise, relevant information. This ensures that all pertinent details, from industry-specific classifications to unique service requirements, are readily accessible and consistently maintained within the client hub. The result is a better-informed assigned team members, streamlined information sharing, and a more efficient, personalized client management experience.

NOTE:

Admins can manage custom fields settings directly from the Client hub. Select Manage client hub and then choose Manage custom fields:

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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Client Hub custom fields

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

Client Hub custom fields

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