Create a client using a shared file link
ShareFile makes it easy to add a client when you share a file. Use the following steps to complete the process in adding a client when using Share to create a link.
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Navigate to the file that you want to share in your ShareFile account.
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Select the file or files that you want to share.
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Select Share from the menu.
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Select Edit options for the link.
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Under Who can access this link: select Client contacts and employee users (after signing in).
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Select Create and copy. The Link copied to your clipboard message displays briefly.
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Use the copied link to share with your email or another communication app.
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Once the recipient accesses the shared file, navigate to People > Browse client contacts and select the recipients name.
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Under the Basic Information tab you can enter additional information about the client.
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Select Save Changes.
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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.
Note:
If you select Send me a copy of this email the copy you receive does not include the Activate Account option.
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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.