Create a client by adding them to a folder

You can create a new client by adding a new user to an existing folder in your ShareFile account. Use the following steps to complete the process by adding a new user to a folder.

In your ShareFile account, open the folder you want to add a new user to.
Select People and click Add People to Folder.

The Add People to Folder pop-up displays.
Select Create New User.
Enter the new user information including the required fields for Email Address, First Name, and Last Name. Company is optional.
Set the Folder Permissions.
Select Notify added users to ensure the new client is notified and can receive an activation link.
Use the option to Apply settings to subfolders if necessary.
Select Add.

The "People added successfully" message displays briefly.
Navigate to People > Browse client contacts and select the person you added to the folder.
Under the Basic Information tab you can enter additional information about the client.
Select Save Changes.
Select the client again then select Email Login Information from the Actions > User-level right-hand side menu to open the Resend Welcome Emails screen to let the user know they've been added to the account.
Select Notify. The "Invitation(s) sent successfully" message displays briefly and the Browse client contacts dashboard screen displays allowing you to review the added client.

The recipient receives a message asking them to activate their account.