ShareFile

Filter and search the Client List

Article applies to:

  • ShareFile Employee users

As you create more client objects in your ShareFile client hub, searching and filtering is key to help you quickly access the correct client object within the client hub.

  • You can use the search function to query for client objects by the client name (first name, last name, company name) or the Client ID if used.
  • You can filter the results based on client type (Individual or Company).
  • You can also choose to only show the assigned team members.

    Client Hub

Filter and search the Client List

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