ShareFile

Resource Library
Client user guide
What's new
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
- 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
- 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
- Storage Zone Data Migration
Catalog
- Solutions
- Integrations
- Templates
Configure
- Add ShareFile to website
- Archiving
- Connector Sharing
- Customer managed encryption keys
- DLP existing files scan tool
- Data Migration Options
- Notification Frequency
- Firewall configuration
- Policy Based Administration
- ShareFile Powershell
- Transfer Data Between ShareFile Accounts
Account Settings
- Admin overview
- Background operations
- ShareFile reports
- Notification history
- Company branding
- Billing
- Security
- Connectors
- Connection Manager
  - Install a connection
  - Uninstall a connection
- Storage
- AI Settings
- Email Settings
- Permissions
  - Client contact shares
  - Folder access list
- File Settings
- Enable ShareFile tools
- Folder templates
  - Create folder template
- Remote uplod forms
- File drops
Personal Settings
- Profile
- Notifications
- Sessions
- Connections
People Settings
- User roles
- User permissions
- Employee vs Client contacts permissions
- Employee users
- Client Contacts users
- Distribution Groups
- Assist users with password reset
- Manage folder permissions for a specific user
- Manage sessions
- Resend welcome emails
- Reset multi-factor authentication for a user
- Restrict ShareFile access
- Disable or enable users
Manage Folders
- Folder permissions and subfolders
- File box
- Add users to a folder with different permissions
- Create folders in bulk
- Assign permissions to subfolders in bulk
- Modify folder options
- View folder details
- Share folders
- Folder invitations
- Move folders
- Copy folders
- Rename folders
- Download folders
- Delete folders
- Edit advanced folder settings
- Folder activity log
- Turn off ShareFile email notifications
ShareFile Projects
- Project Collaboration
- Working with Projects
- Project files
- Project Workflow Templates
- Improved Document Request List experience in Templates
- Project Resource Notifications
- Project Comments
- Tables in Projects
ShareFile Tasks
- Document Requests
- Information Requests
- Signature Requests
- To Dos
- AI Supported Capabilities
  - AI powered document validation - Beta
  - AI powered document request list generation - Beta
Client Hub (Beta)
- Access Client Hub
- Manage Service Team Members
- Create a new client (Individual or Company)
- Filter and search the Client List
- Access a Client Object
- Client Hub Files
- Associate Projects to Client Hub
- Connect Tax Solution to Client Hub
- Assigned team members on a Client Object
- Apply Service Teams to Client Hub
- Bulk assign Service Teams to multiple clients
- Verify Service Team membership at the client level
- Create client entities in bulk
- Client Hub Custom Fields
Client Portal
- Sign into your Client Portal
- Manage project tasks
- E-Signature in Client Portal
- Client Portal FAQ
ShareFile Apps
- Configure apps
- ShareFile Web
- ShareFile for Android
- ShareFile for Google Workspace
- ShareFile for iOS
- ShareFile for Mac
- ShareFile for Outlook
- ShareFile for Outlook Online
- ShareFile for Windows
- ShareFile for Clients Android app
- ShareFile for Clients iOS app
- 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
- eIDAS-supported E-Signatures
- Force complete
- Import fields
- Payment field for credit card processing
- Sending a signature request to multiple recipients
- Status
- Signer help
ShareFile Data Migration Tool
- Manage Transfers
Storage zones controller
User Management Tool
Document History

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Switch to english Auf Englisch anzeigen Lire en anglais Leer en inglés 英語に切り替え 영어로 전환 Mudar para ingles 切换到英文 Passa all'inglese

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Client contacts

ShareFile provides several ways to add a client user. Client contacts have limited access to your ShareFile account based on how they are added and how you set permissions for new clients.

We recommend watching this video on the three ways to create a client contact:

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.

DIESER DIENST KANN ÜBERSETZUNGEN ENTHALTEN, DIE VON GOOGLE BEREITGESTELLT WERDEN. GOOGLE LEHNT JEDE AUSDRÜCKLICHE ODER STILLSCHWEIGENDE GEWÄHRLEISTUNG IN BEZUG AUF DIE ÜBERSETZUNGEN AB, EINSCHLIESSLICH JEGLICHER GEWÄHRLEISTUNG DER GENAUIGKEIT, ZUVERLÄSSIGKEIT UND JEGLICHER STILLSCHWEIGENDEN GEWÄHRLEISTUNG DER MARKTGÄNGIGKEIT, DER EIGNUNG FÜR EINEN BESTIMMTEN ZWECK UND DER NICHTVERLETZUNG VON RECHTEN DRITTER.

CE SERVICE PEUT CONTENIR DES TRADUCTIONS FOURNIES PAR GOOGLE. GOOGLE EXCLUT TOUTE GARANTIE RELATIVE AUX TRADUCTIONS, EXPRESSE OU IMPLICITE, Y COMPRIS TOUTE GARANTIE D'EXACTITUDE, DE FIABILITÉ ET TOUTE GARANTIE IMPLICITE DE QUALITÉ MARCHANDE, D'ADÉQUATION À UN USAGE PARTICULIER ET D'ABSENCE DE CONTREFAÇON.

ESTE SERVICIO PUEDE CONTENER TRADUCCIONES CON TECNOLOGÍA DE GOOGLE. GOOGLE RENUNCIA A TODAS LAS GARANTÍAS RELACIONADAS CON LAS TRADUCCIONES, TANTO IMPLÍCITAS COMO EXPLÍCITAS, INCLUIDAS LAS GARANTÍAS DE EXACTITUD, FIABILIDAD Y OTRAS GARANTÍAS IMPLÍCITAS DE COMERCIABILIDAD, IDONEIDAD PARA UN FIN EN PARTICULAR Y AUSENCIA DE INFRACCIÓN DE DERECHOS.

本服务可能包含由 Google 提供技术支持的翻译。Google 对这些翻译内容不做任何明示或暗示的保证，包括对准确性、可靠性的任何保证以及对适销性、特定用途的适用性和非侵权性的任何暗示保证。

このサービスには、Google が提供する翻訳が含まれている可能性があります。Google は翻訳について、明示的か黙示的かを問わず、精度と信頼性に関するあらゆる保証、および商品性、特定目的への適合性、第三者の権利を侵害しないことに関するあらゆる黙示的保証を含め、一切保証しません。

ESTE SERVIÇO PODE CONTER TRADUÇÕES FORNECIDAS PELO GOOGLE. O GOOGLE SE EXIME DE TODAS AS GARANTIAS RELACIONADAS COM AS TRADUÇÕES, EXPRESSAS OU IMPLÍCITAS, INCLUINDO QUALQUER GARANTIA DE PRECISÃO, CONFIABILIDADE E QUALQUER GARANTIA IMPLÍCITA DE COMERCIALIZAÇÃO, ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO E NÃO INFRAÇÃO.

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Instructions for Contributors

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Client contacts

Client contacts

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