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 - 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

  • Income Tax Return solution

  • Legal Client Intake and Engagement solution

  • Client Billing Solution - Beta

• Integrations

  • Export ShareFile files to integrated applications

  • Trumpet Publisher for ShareFile

  • Redtail CRM integration for ShareFile

  • Hubdoc integration for ShareFile

  • SmartBid integration for ShareFile

• Templates

  • Document Templates

  • Partner Templates

  • Templates Library

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

  • Account information

  • Enable HIPAA

  • Reassign account owner

  • View storage usage

  • View user licenses

• Background operations

• ShareFile reports

  • Usage report

  • Access report

  • Access Change report

  • Storage Detail report

  • Storage Summary report

  • Share report

  • Request report

  • Users report

  • Bandwidth Detail report

  • Bandwidth Summary report

  • Messaging report

• Notification history

• Company branding

  • Edit account name

  • Edit account appearance

  • Edit subdomains

• Billing

  • Manage plan

  • Edit billing information

  • Credit card payment

  • Change billing cycle

  • Billing notifications

  • Cancel account

• Security

  • Security insights

  • Data loss prevention

  • Password requirements

  • Multi-factor authentication

  • Social sign in

  • One-time codes

  • Single Sign-On (SAML)

  • Trusted domains

  • Auto-remediation

  • Account lock-out configuration

  • Terms and conditions

  • IP restrictions

  • Authentication

  • Security alert settings

  • Configure device security

  • Edit super user group

  • Quarantined files

• Connectors

  • Enable connectors

  • Add on-premises connectors

  • Manage access to connectors

  • Enable SharePoint connector

  • Use OneDrive for Business connector for Windows application

• Connection Manager

  • Install a connection

  • Uninstall a connection

• Storage

  • Storage usage

  • Storage zones

  • Storage quota

• AI Settings

• Email Settings

  • Send e-mails from

  • SMPT server

  • Notify users of their own activity

  • Upload receipts

  • Email notifications

  • Q&A email text

  • Encrypted email

  • Secondary email addresses

• Permissions

  • Client contact shares

  • Folder access list

• File Settings

  • Share settings

  • Request settings

  • Default retention policy

  • Sorting

  • Versioning

  • Watermark

  • Editing

  • Cloud rendering

• Enable ShareFile tools

• Folder templates

  • Create folder template

• Remote uplod forms

• File drops

Personal Settings

• Profile

  • Edit personal information

  • Edit time and date

  • Add email address

  • Delete email address

  • Sign in options

  • Set security question

• Notifications

• Sessions

• Connections

People Settings

• User roles

• User permissions

• Manage users home

• Employee users

  • Identify account owner

  • Toggling Admin rights

  • Add user licenses

  • Create employee in manage users

  • Browse employee users

  • Edit employee information

  • Resend activation email to employee

  • Send password reset to employee

  • Import list of employee users

  • Add billing contact

  • Remove billing contact

  • Copy folder access

  • View employee sent messages

  • Downgrade employee to client

  • Delete employee

  • Delete employee users in bulk

  • Access to Shared Address Book, Personal Address Book, and Distribution Groups FAQ

• Client Contacts users

  • Create client contact in manage users

  • Create client contact by adding them to a folder

  • Create client contact using a shared link

  • Browse client contact

  • Edit client contacts

  • Import client contacts list

  • Resend user activation email to client contact

  • Upgrade client contact to employee user

  • Delete client contacts

• Distribution Groups

  • Create distribution group

  • Add people to a distribution group

  • Add distribution group to a folder

  • Import multiple users from Excel to a distribution group

  • Distribution group FAQ

• 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

  • Access control and visibility

  • Comments

  • Document review and approval flow

  • File sharing

  • Due date reminders

• Working with Projects

  • Create a project

  • Create a project using a template

  • Create an activity report for a project

  • Invite users to a project

  • Manage user permissions in a project

  • Project due date reminders

  • Update due date in projects

  • Remove users from a project

  • Delete a project

  • Restore a deleted a project

  • Close projects

  • Closed project behaviour

• Project files

  • Project files access control

  • Upload files to a project

  • Share project files

  • Add description in files and folders inside projects

  • Edit project description

  • Delete files from a project

  • Restore a deleted file from a project

• Project Workflow Templates

  • Document Request templates

  • Information Request templates

  • Save a project as a template

  • Update templates

  • Share templates

  • Modify sharing permissions

  • Revoke access from a project template

  • Delete templates

• Improved Document Request List experience in Templates

  • Create a Document Request List from a template

  • Create a template from an existing Document Request List

  • Use a saved template from the templates gallery

  • Improved Document Request List experience FAQ

• Project Resource Notifications

  • Project Notifications

  • Document Request List notifications

  • Information Request notifications

  • Signature Request notifications

  • To-Do notifications

  • Comment related notifications

  • Project resource notifications FAQ

• Project Comments

  • Add comments to a project

  • Comments access control

  • Comment related notifications

• Tables in Projects

  • Create a table

  • Rename a table tab

  • Attach files to tables

  • Delete files from a table record

  • Export table

  • Manage users

  • Save table as a template

  • Comment capability at table record level

  • Rich text formatting for long text (multi-line) fields

  • Delete table

  • Tables FAQs

ShareFile Tasks

• Document Requests

  • Add comments in Document Request List

  • Adding ID in Document Request List

  • Document review and approval flow

  • Create Activity Report in Document Request List

  • Create a blank Document Request

  • Create a Document Request from template

  • Create a Document Request list using AI

  • Add items to a Document Request

  • Send a Document Request

  • Manage Document Request users

  • Respond to a Document Request

  • Review and approve Document Requests

  • Change Document Request due date

  • Document Request Due Date Reminders

  • Document Request List Notifications

  • Add notifications to a Document Request

  • Add categories to a Document Request

  • Add comments to a Document Request

  • Add filters to a Document Request

  • Document Requests Templates

  • Save a Document Request as a template

  • Download files from Document Requests

  • Delete a Document Request

  • Restore a deleted Document Request

  • Document Requests FAQ

• Information Requests

  • Create a blank Information Request

  • Create Information Request from template

  • Information Request conditional logic

  • Create conditional Information Requests

  • Information Request Templates

  • Save an Information Request as a template

  • Share an Information Request

  • Information Requests Due Date Reminders

  • Information Request Notifications

  • Send an Information Request for resubmission

  • Review an Information Request

  • Respond to an Information Request

  • Auto-save Information Request progress

  • Export responses from Information Requests

  • Delete an Information Request

• Signature Requests

  • Create a Signature Request

  • Signature Request Notifications

  • Post-Signing Workflow

• To Dos

  • Create a To-Do

  • Add files at a To-Do record level

  • Add comments at a To-Do record level

  • Save a To-Do list as a template

  • To-Do Notifications

• Tasks Workspace

  • Access Tasks

  • Create standalone Request Lists

  • Create standalone Forms

  • Tasks FAQ

• AI Supported Capabilities

  • AI powered document validation - Beta

  • AI powered document request list generation - Beta

Client Hub (Beta)

• 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

  • Manage Custom Fields

  • View client Custom Fields

  • View contacts 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

  • Accelerated Agreements

  • AI-powered document assistant - Beta

  • AI-powered file renaming - Beta

  • AI-powered secure share recommender

  • Antivirus Scan for ShareFile managed storage zones

  • Automated Workflows

  • Change language

  • Check in and check out files

  • Co-editing in ShareFile

  • Copy files

  • Create a folder

  • Custom Workflows

  • Dashboard

  • Delete files

  • Download files

  • Edit files

  • Email files to ShareFile

  • Favorite Folders and Files

  • Full Text Search

  • File versioning

  • Inbox and sent messages management

  • Integrations

  • In App Security Notifications

  • Manage your ShareFile storage

  • Manage permissions in Custom Workflows

  • Move files

  • Tenant Management

  • Provide user access to folders

  • Personal Settings

  • Preview files

  • Rename files

  • Restore deleted items in bulk using the ShareFile API

  • Request files

  • Search in ShareFile

  • Sign in to ShareFile

  • Sign in to ShareFile using one-time codes

  • Set up social sign-in as a client

  • Share files

  • Threat detection alerts

  • Upload files

  • View Only Sharing

• ShareFile for Android

  • Co-editing using your Android device

  • Create folders

  • Delete files

  • Download and open the app

  • Download and view files

  • Send logs

  • Sharing files

  • Upload files

• ShareFile for Google Workspace

  • About ShareFile for Google Workspace

  • Adding and accessing ShareFile in Google Workspace

  • Insert files

  • Request a file

  • Save Google Workspace emails with ShareFile

  • User Guidance for ShareFile in Google Workspace

• ShareFile for iOS

  • Co-editing using your iOS device

  • Create folders

  • Delete files

  • Download and open the app

  • Send Logs

  • Share files

  • Upload files

  • Upload photo and video files

  • View and download files

• ShareFile for Mac

  • Upgrade notice for Mac

  • Add a place

  • Co-editing a Microsoft Office file

  • Delete files

  • Download and view files

  • File Provider

  • Local Data Storage and Management

  • User guidance

  • Share files

  • ShareFile for Mac and Apple Silicon

  • Send Logs

  • Open files

• ShareFile for Outlook

  • Access ShareFile in Outlook

  • Delete folders and registries

  • Delete temporary folders

  • Encrypt emails

  • Change default settings for ShareFile in Outlook

  • Install ShareFile for Outlook

  • Known issues

  • Remove ShareFile in Outlook

  • Request files using ShareFile in Outlook

  • Share files using ShareFile in Outlook

• ShareFile for Outlook Online

  • Adding and accessing ShareFile for Outlook Online

  • Change default settings for ShareFile for Outlook Online

  • Requesting files using ShareFile in Outlook Online

  • Save Outlook Online emails with ShareFile

  • Sending files using ShareFile in Outlook Online

  • Encrypt Email using ShareFile in Outlook Online

  • Signature Request using ShareFile in Outlook Online

• ShareFile for Windows

  • Add a place

  • Accessing the dashboard

  • Basic operations

  • Create a folder

  • Delete files

  • Download and open the app

  • Download and view files

  • Edit files

  • Icon overlays

  • Increase the logging level

  • Initiate Feedback and Approval Workflow

  • Open files

  • Projects, Client Hub and Solutions

  • Request files

  • Restricted Special Characters

  • Share files

  • Send Logs

  • Settings

  • Upload files

  • User guidance

  • Use offline access

  • Version check for ShareFile for Windows

• ShareFile for Clients Android app

  • Sign in to ShareFile

  • Sign documents

  • Upload files

  • Fill out forms

  • Scan documents

• ShareFile for Clients iOS app

  • Sign in to ShareFile

  • Sign documents

  • Upload files

  • Fill out forms

  • Scan documents

• 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

  • Sign a document

  • Passcode for the recipient

  • Saving signature progress

  • Decline to sign

  • Knowledge-Based Authentication for the recipient

  • Download document

  • Attachment field in signature requests

  • FAQ-New Signer Experience

  • Upload Image as Signature

ShareFile Data Migration Tool

• Manage Transfers