Get started

• Try ShareFile

• Account creation

• Sign in for the first time

• Verify your email

• ShareFile Administrator guide

• Administrator onboarding checklist

Learn more

• Account creation - Region learn more

• Account creation - Subdomain learn more

• Citrixdata primary domain update

• Download files shared via ShareFile

• Enterprise archiving

• FAQ - Access to Shared Address Book, Personal Address Book, and Distribution Groups

• FAQ - AI Document Assistant

• FAQ - Custom SMTP Changes

• FAQ - Income Tax Return solution

• FAQ - Legacy Request List Read-Only Mode and Transition to DRL

• FAQ - Legal Client Intake and Engagement solution

• FAQ - Previewing Higher-Tiered Features in ShareFile

• FAQ - Projects and Document requests

• Feedback and Approval workflow

• How to upgrade your ShareFile plan

• I received an email link from ShareFile

• Log locations for ShareFile applications

• ShareFile Product Matrix and Lifecycle information

• Manage ShareFile Status alerts

• ShareFile managed cloud storage zones

Catalog

• Solutions

  • Income Tax Return solution

  • Legal Client Intake and Engagement solution

  • Client Billing Solution - Beta

• Integrations

  • Export ShareFile files to integrated applications

• Templates

  • Document Templates

  • Partner Templates

  • Templates Library

Configure

• Account settings

  • Admin Overview

  • Background Operations

  • Account and Reporting

  • Client Hub Management

  • Security

  • Billing

  • Connectors

  • Connection Manager

  • Storage

  • Advanced Preferences

• Personal settings

  • Profile

  • Notifications

  • Sessions

  • Connections

• Folder settings

  • Add users to a folder with different permissions

  • Assign permissions to subfolders in bulk

  • Create folders in bulk

  • File Box

  • Folder actions

  • Folder invitations

  • Folder activity log

  • Folder permissions and subfolders

  • Modify folder options

  • Planning Folder Structure

  • Recycle Bin

  • Restricted Special Characters

  • Turn Off Email Notifications

• People settings

  • Add user licenses

  • Add or update billing contact

  • Client contacts

  • Employee users

  • Delete employee user

  • Disable or enable users

  • Distribution Groups

  • Downgrade Employee to Client

  • Manage Folder permissions for a specific user

  • Manage Sessions

  • Reset Multi-Factor Authentication

  • Restrict ShareFile access

  • Strict Employee Licensing

  • Upgrade Client to Employee User

  • User roles and permissions

  • View sent messages

• ShareFile Reporting

  • Usage report

  • Access report

  • Access Change report

  • Storage Detail report

  • Storage Summary report

  • Share report

  • Request report

  • Users report

  • Bandwidth Detail report

  • Bandwidth Summary report

  • Messaging report

• Add ShareFile to website

• Archiving

• Connector Sharing

• Custom SMTP

• Data Migration Options

• Notification Frequency

• Firewall configuration

• HIPAA Support

• Policy Based Administration

• ShareFile Powershell

Projects

• Projects - Collaborate With Intent

• Resources

  • Document Request

  • Information Request

  • Signature Request

  • To-Dos

  • Project Files

  • Comments

  • Data Table

  • Templates

• Collaboration - Intent meets Value

• Access Control & Visibility

• Setting

• Notifications

ShareFile apps

• Configure apps

• ShareFile Web

  • Accelerated Agreements

  • AI-powered document validation - Beta

  • AI-powered document request list generation - Beta

  • AI-powered document assistant - Beta

  • AI-powered secure share recommender - Beta

  • Antivirus Scan for ShareFile managed storage zones

  • Automated Workflows

  • Change language

  • Check in and check out files

  • Client portal

  • Client Hub - Beta

  • Closed Project Behaviour

  • Co-editing in ShareFile

  • Copy files

  • Create a folder

  • Custom Workflows

  • Dashboard

  • Data Tables

  • Delete files

  • Delete Projects

  • Document requests

  • Download files

  • Edit files

  • Email files to ShareFile

  • Favorite Folders and Files

  • Full Text Search

  • File versioning

  • Inbox and sent messages management

  • Information requests

  • Integrations

  • In App Security Notifications

  • Manage your ShareFile storage

  • Manage permissions in Custom Workflows

  • Move files

  • Tenant Management

  • Provide user access to folders

  • Personal Settings

  • Preview files

  • Projects

  • Rename files

  • Restore deleted items in bulk using the ShareFile API

  • Requesting files

  • Search in ShareFile

  • Sign in to ShareFile

  • Sign in to ShareFile using one-time codes

  • Share files

  • Tasks

  • Threat detection alerts

  • Upload files

  • View Only Sharing

• ShareFile for Android

  • Co-editing using your Android device

  • Create folders

  • Delete files

  • Download and open the app

  • Download and view files

  • Send logs

  • Sharing files

  • Upload files

• ShareFile for Google Workspace

  • About ShareFile for Google Workspace

  • Adding and accessing ShareFile in Google Workspace

  • Insert files

  • Request a file

  • Save Google Workspace emails with ShareFile

  • User Guidance for ShareFile in Google Workspace

• ShareFile for iOS

  • Co-editing using your iOS device

  • Create folders

  • Delete files

  • Download and open the app

  • Send Logs

  • Share files

  • Upload files

  • Upload photo and video files

  • View and download files

• ShareFile for Mac

  • Upgrade notice for Mac

  • Add a place

  • Co-editing a Microsoft Office file

  • Delete files

  • Download and view files

  • File Provider

  • User guidance

  • Share files

  • ShareFile for Mac and Apple Silicon

  • Send Logs

  • Open files

• ShareFile for Outlook

  • Access ShareFile in Outlook

  • Delete folders and registries

  • Delete temporary folders

  • Encrypt emails

  • Change default settings for ShareFile in Outlook

  • Install ShareFile for Outlook

  • Known issues

  • Remove ShareFile in Outlook

  • Request files using ShareFile in Outlook

  • Share files using ShareFile in Outlook

• ShareFile for Outlook Online

  • Adding and accessing ShareFile for Outlook Online

  • Change default settings for ShareFile for Outlook Online

  • Requesting files using ShareFile in Outlook Online

  • Save Outlook Online emails with ShareFile

  • Sending files using ShareFile in Outlook Online

  • Encrypt Email using ShareFile in Outlook Online

• ShareFile for Windows

  • Add a place

  • Accessing the dashboard

  • Basic operations

  • Create a folder

  • Delete files

  • Download and open the app

  • Download and view files

  • Edit files

  • Icon overlays

  • Increase the logging level

  • Initiate Feedback and Approval Workflow

  • Open files

  • Projects, Client Hub and Solutions

  • Request files

  • Share files

  • Send Logs

  • Settings

  • Upload files

  • User guidance

  • Use offline access

  • Version check for ShareFile for Windows

• ShareFile for Clients Android app

  • Sign in to ShareFile

  • Sign documents

  • Upload files

  • Fill out forms

  • Scan documents

• ShareFile for Clients iOS app

  • Sign in to ShareFile

  • Sign documents

  • Upload files

  • Fill out forms

  • Scan documents

• Version check for ShareFile apps

• Backup a ShareFile Account

ShareFile Virtual Data Room

• Advanced Analytics

• Click Trails

• Data Room Index

• View Only Access

• Watermarking

Signatures

• Bulk send

• Create a signature request

• Decline signature

• Default settings

• Delete a listed request

• Force complete

• Import fields

• Payment field for credit card processing

• Sending a signature request to multiple recipients

• Status

• Signer help

  • Sign a document

  • Passcode for the recipient

  • Saving signature progress

  • Decline to sign

  • E-Signature in Client Portal

  • Knowledge-Based Authentication for the recipient

  • Download document

  • Attachment field in signature requests

  • FAQ-New Signer Experience

  • Upload Image as Signature

ShareFile Data Migration Tool

• Manage Transfers