Advanced preferences

September 17, 2025

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AI Settings

Use the AI Settings page to enable various AI-powered too enhancements.

For more information, see AI Settings.

Client Hub Settings

The Client Hub allows you to manage your client list efficiently within ShareFile whether your client is an individual or a company while creating associations with folders, Projects and other items across ShareFile to create a central hub for each client. You can create a service team and client contact list for each client to help you manage your clients as a team.

For more information, see Client Hub Admin Settings (Beta)

Email Settings

You can define a range of email-related settings to manage how alerts, notifications, and sharing behaviors are handled across your organization.

For more information, see Email Settings.

Permissions

You can configure a wide range of permission settings that control user access, security, and administrative capabilities across the platform.

For more information, see Permissions.

File Settings

ShareFile administrators have granular control over how files are stored, shared, and secured.

For more information, see File Settings.

Enable ShareFile Tools

You can enable or disable access to individual apps and tools on your account.

For more information, see Enable ShareFile tools.

Folder Templates

Use folder templates to standardize folder structures and permissions across multiple users or departments.

For more information, see Folder Templates.

Remote Upload Forms

Remote Upload Forms allows you to create secure, customizable web forms that external users can use to upload files directly into designated folders.

For more information, see Remote Upload Forms.

File Drops

If the File Drops feature is enabled on your account, you can designate a created File Drop as the upload destination. When choosing the File Drop option, use the list to choose from a list of File Drops that you have already created.

For more information, see File Drops.

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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Advanced preferences

September 17, 2025

Contributed by:

P P

September 17, 2025

Contributed by:

P P

Advanced preferences

AI Settings

Client Hub Settings

Email Settings

Permissions

File Settings

Enable ShareFile Tools

Folder Templates

Remote Upload Forms

File Drops

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