ShareFile

Getting started with ShareFile

October 18, 2023

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To get started with ShareFile, follow the instructions under Get ShareFile to:

Securely create, store, and send files
Discover document workflows designed to improve your client experience

System requirements

ShareFile is accessible by any computer with a supported web browser and an internet connection. In order to utilize all features and functions of the ShareFile web application, we recommend the following browser types:

Microsoft Edge - Latest version
Mozilla Firefox - Latest version
Google Chrome - Latest version
Apple Safari - Latest version

Note:

Due to issues with displaying certain folders and menus, the ShareFile web application may not be accessible via Safari in Private Browsing mode.

Get ShareFile

Type ShareFile.com in your supported browser.
Select Get Started.

The ShareFile Plans and Pricing page displays.
Select Buy Now in the plan that you want.

The Plan Details page displays.
Under Subscription details select the number of users and your preferred billing cycle.
Select Continue.

The Account Information page displays.
Enter the required information and select Continue.
Enter your billing information and select Continue.

The Payment details screen displays.
Enter your payment information then select Buy Now.

The ShareFile Thank You screen displays asking you to check your email for the activation link.

Signing in for the first time

Once you locate your ShareFile account activation message in your email, complete the final steps to start using ShareFile for the first time.

In the Welcome to ShareFile message, select Creat your account.
The Choose a password screen displays.
Create your password and confirm it, then select Continue.

The Set up 2-factor authentication screen displays.
Enter the phone number that you want to use for 2-factor text messages or phone calls.
Select Send code to initialize the 2-factor process.

The Verify your phone number screen displays.
Check your phone for the code and enter it in the Code field then select Continue.

The Choose your security question screen displays.
Select from the list of questions then provide the answer in the field.
Select Continue.

You’re ShareFile dashboard displays. Welcome to ShareFile.

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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Getting started with ShareFile

October 18, 2023

Contributed by:

October 18, 2023

Contributed by:

Getting started with ShareFile

System requirements

Get ShareFile

Signing in for the first time

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