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Edit or delete Client Hub custom fields
Article applies to:
- ShareFile Employee users (account Administrator)
To edit or delete custom fields:
- Go to Account settings > Client hub management > Custom fields.
-
Click the “…” (three-dot menu) next to the Field key:

- Select Edit or Delete.
- Edit - Update the Name or Field type as needed. Then, click Save.
-
Delete - Check the box to confirm acknowledgment that the data entered in the field will be lost. Then, click Delete to confirm.
NOTE:
Deleting an existing custom field removes the field and the content of the field for all existing clients or contacts.
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