ShareFile

Client Hub - Custom Fields

November 10, 2025

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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, service 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 service team, streamlined information sharing, and a more efficient, personalized client management experience.

Manage custom fields

You must be one of the following administrator types to make changes to ShareFile client hub’s custom fields:

Account Owner
Administrator with Access company accounts permissions permission
Administrator with Manage Super User Group
Member of the Super User Group

The interface features dedicated tabs for ‘Clients’ and ‘Contacts’, enabling administrators to choose where their custom fields will apply.

Within these sections, admins can create new custom fields, update existing ones to adapt to evolving business requirements, or delete fields no longer in use.

Once these custom fields are established and configured, service team members can then actively utilize them to enrich and update client profiles with relevant information, ensuring all details are readily accessible and consistently maintained within the ShareFile client hub.

Create custom fields

Go to Settings > Admin Settings > Client hub management > Custom fields.
Select Create custom field.
From the Create custom field screen:
1. Enter a Name for the field.
2. Select the custom field type from the given options:
  1. Short text (single-line)
  2. Long text (multi-line)
  3. Dropdown list.
3. Select who the custom field options should be applied to:
  1. All clients
  2. Individual clients only
  3. Company clients only
  Notes:
  - Selecting ‘All clients’ applies the custom fields to both individual and organization clients. This gives administrators the flexibility to define distinct fields for each client type, should they choose to differentiate them.
  - Client custom fields can be applied to ‘All clients’, ‘Individual clients only’ or ‘Company clients only’. ‘All clients’ will apply the custom fields that you create to both individual clients and organization clients. This allows administrators to be able to specify certain fields to individual clients and organization clients differently if they choose.
  - Contact custom fields are applied to all contacts on the account regardless of whether they are a contact on an individual client or an organization client.
4. Click Create.

Edit or delete custom fields

To edit or delete custom fields:

Go to Settings > Admin Settings > Client hub management > Custom fields.
Click the “…” (three-dot menu) next to the Field key:
Select Edit or Delete.
1. Edit - Update the Name or Field type as needed. Then, click Save.
2. Delete - Check the box to confirm acknowledgment that the data entered in the field will be lost. Then, click Delete to confirm.

Manage custom fields from the Client hub

To manage custom fields from the Client hub:

From the ShareFile dashboard, select Client hub.
Select Manage client hub.
Select 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

November 10, 2025

Contributed by:

November 10, 2025

Contributed by:

Client Hub - Custom Fields

Manage custom fields

Create custom fields

Edit or delete custom fields

Manage custom fields from the Client hub

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