ShareFile

Client Hub Management

November 10, 2025

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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.

See Client Hub for more information.

Client hub access

Clients can be created to allow employee users to organize resources and data for individual or company clients within a single place.

For more information, refer to Client Hub Access.

Custom fields

Custom fields empower administrators to tailor the platform to their specific operational needs by enabling the addition of unique data fields.

For more information, refer to Client Hub Custom Fields.

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Client Hub Management

November 10, 2025

Contributed by:

November 10, 2025

Contributed by:

Client Hub Management

Client hub access

Custom fields

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