ShareFile

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.

Navigate to the file that you want to share in your ShareFile account.
Select the file or files that you want to share.
Select Share from the menu.
Select Edit options for the link.
Under Who can access this link: select Client contacts and employee users (after signing in).
Select Create and copy. The Link copied to your clipboard message displays briefly.
Use the copied link to share with your email or another communication app.
Once the recipient accesses the shared file, navigate to People > Browse client contacts and select the recipients name.
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.

Note:

If you select Send me a copy of this email the copy you receive does not include the Activate Account option.
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.

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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Create a client using a shared file link

Create a client using a shared file link

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