ShareFile

Folder actions

October 1, 2025

Contributed by:

P P P

ShareFile folders can be downloaded in whole, sent, moved, renamed, and deleted. Use the following instructions for each action available for ShareFile folders.

Download folders

Use the instructions below to download a ShareFile folder from your account.

Sign into your ShareFile account.
Navigate to the folder you want to download.
Select the folder and right-click on it to access the Download option.

Use the instructions below to share a ShareFile folder.

Sign into your ShareFile account.
Navigate to the folder you want to share.
Select the checkbox next to the folder you want to share.

Note

You must select the folder from the root of the folder it exists in. If a checkbox does not appear next to the folder name, you cannot share it.
Select Share from the menu or right-click and select Share.

Move folders

Use the instructions below to move a ShareFile folder in your account.

Sign into your ShareFile account.
Navigate to the folder you want to move.
Select the checkbox next to the folder you want to move.

Note

You must select the folder from the root of the folder it exists in. If a checkbox does not appear next to the folder name, you cannot move it.
Select Move or right-click and select Move.

Note

The Super User Group permission is required to move root-folders using the right click function.
Navigate to the ShareFile area you want to move the folder to.
Select Move.

The folder is moved to the location you specified in your ShareFile account.

Rename folders

Use the instructions below to rename a ShareFile folder in your account.

Sign into your ShareFile account.
Navigate to the folder you want to rename.
Select the checkbox next to the folder you want to rename.
Select the More dropdown menu.
Select Rename then type in the new name for the folder.
Select Save.

The folder is renamed.

Delete folders

Use the instructions below to delete a ShareFile folder from your account.

Note:

To delete a folder, you must be the owner of the folder or have the Super User role in the account.

Select the checkbox next to the folder you want to delete.
Select Delete from the menu.

The Confirm Deletion screen displays.
Select Continue to delete the folder

The folder is deleted.

Copy folders

Use the instructions below to copy a ShareFile folder from your account.

Sign into your ShareFile account.
Navigate to the folder you want to copy.
Select the checkbox next to the folder you want to rename.
Select the More dropdown menu.
Select Copy.
Choose where you want to copy the folder to.
Select Copy.

The folder is copied.

View folder details

Use the instructions below to view folder details.

Sign into your ShareFile account.
Navigate to the folder you want to see its details.
Select More Options.
Select View Folder Details.

Edit advanced folder settings

Use the instructions below to edit advanced folder settings.

Note:

To edit folder settings, you must have Admin permissions in the folder.

Sign into your ShareFile account.
Navigate to the folder you want to edit.
Select More Options.
Select Edit Advanced Folder Settings to:
1. Change the folder expiration date
2. Enable or disable file versioning
3. Set a sort order
4. Choose to use a folder template
Select Save.

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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Folder actions

October 1, 2025

Contributed by:

P P P

October 1, 2025

Contributed by:

P P P

Folder actions

Download folders

Share folders

Move folders

Rename folders

Delete folders

Copy folders

View folder details

Edit advanced folder settings

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