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Projects - Collaborate With Intent

December 18, 2025
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Getting Started

You can now use ShareFile Projects as a secure, centralized space to collaborate with clients, organize deliverables, and track all related actions — such as document requests, tasks, and information forms — all in one place.

Projects are designed for structured client collaboration where multiple team members or clients contribute documents, complete requests, and exchange updates without relying on scattered email threads or shared folders. Projects are available for users with the ShareFile Premium plan and above.

When to use projects

  • When collaborating with multiple internal team members and clients on the same workflow or engagement.
  • When you need to collect, track, or approve documents or information from clients in a controlled, auditable manner.
  • When you require role-based visibility, ensuring each user only sees the data or tasks relevant to them.
  • When you want to combine different resources — tasks, document requests, data tables, and comments — into one workspace.

Key Benefits

  • Provides a single hub for all client-related activities.
  • Reduces dependency on email-based exchanges.
  • Enables progress tracking across requests, documents, and tasks.
  • Ensures data security and role-based access control.

Setting up your first project

Overview

Creating a project in ShareFile is the first step toward managing structured client collaboration. Once a project is created, you can add users, assign tasks, create document or information requests, and track progress — all within a single dashboard.

Instructions

  1. Navigate to Projects

    a. In your ShareFile account, select Projects from the left navigation panel.

    b. The Projects dashboard opens, displaying all existing projects.

    Project Overview 1

  2. Create a New Project

    a. Select Create Project.

    b. A pop-up window appears.

    Project Overview 2

  3. Enter Project Details

    a. In the Name field, enter a project name.

    b. (Optional) Add a Description to provide context or identify the client engagement.

    c. You can edit both the name and description later if needed.

  4. Confirm Creation

    a. Select Create Project.

    b. The new project dashboard appears with resource tiles such as Home, Tasks, Requests, Files, and Comments.

  5. Add Project Users

    a. Click on Share Project button and select the user to want to add to the project.

    Project Overview 3

    b. Depending on the user’s role – select the permissions you want to provide.

    c. Choose to add users as:

    • Owner – Full access to edit, delete, and manage the project.
    • Team Member – Collaborates internally but cannot remove owners or delete projects.
    • Client – Can only view, upload, and comment on assigned content.

    d. You may also apply custom roles for restricted access (limited or view-only).

    Project Overview 1

  6. Finalize Setup

    a. After adding users, return to the main project dashboard.

    b. From here, you can begin adding resources like Tasks, Document Requests, or Data Tables.

Notes:

  • Only Project Owners can assign new owners or delete the project.
  • If the current Project Owner is removed without reassigning ownership, no new owners can be added later.
  • Projects are exclusively available on the Premium plan and above; contact support if the feature is unavailable.
Projects - Collaborate With Intent
December 18, 2025
Contributed by: 
P
December 18, 2025
Contributed by: 
P

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