ShareFile

Add a Note or URL in ShareFile

February 15, 2024

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ShareFile allows you to add a note to a folder or specific file. A note is a simple text field you can use to provide additional information to your customers. Users can also add a URL hyperlink as an item within a given folder.

Note:

“Note” fields do not support any additional scripting or formatting capabilities.

To add a note to a file or a URL to a folder, you must have Admin or Delete permission on the specific folder where the file is stored.
To modify the Folder Details field, you will need the Admin permission on the folder in question.
Upload permissions allow for creation of a standalone Note in the folder.
Notes cannot be created or viewed using any of the ShareFile tools including ShareFile for Windows or Mac.

Create a Note

Navigate to the folder where you wish the note to be stored. Using green Action Button, select Create Note. You can add a note to a specific file by right-clicking the file and selecting Add Note, or adding a note from the Content Viewer details pane.

Delete a Note

To remove or delete a note from a file, return to the Notes pane shown in the screenshot above and click Edit Note.

Add a URL

You can add a URL to your ShareFile folder using the same action button to the right of the folder-name. When users click this hyperlink, the destination will be opened in a new browser tab (depending on browser settings or restrictions).

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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Add a Note or URL in ShareFile

February 15, 2024

Contributed by:

February 15, 2024

Contributed by:

Add a Note or URL in ShareFile

Create a Note

Delete a Note

Add a URL

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