ShareFile

Setting

Configuration

How to update due date

When to use

Users can select this option when project timelines shift — for example, if tasks are delayed, client submissions are pending, or new resources are added, you can update due date.

How it works

  • The Resource Owner or Project Admin can change the due date from the project header or settings panel.
  • Once updated, the new due date automatically updates all resource-level reminders (for Document Requests, Information Requests, and Tasks) linked to the project timeline.
  • Users assigned to those resources will receive updated reminder notifications based on the new schedule.

Key notes:

  • Only Owners or Admins can change project due dates.

  • Due date changes are logged in the project activity feed for visibility.

  • Updating the due date does not automatically mark overdue items as complete.

Project Closed Behaviour

When to use it

When all work, requests, and approvals in a project are complete, you can close the project to prevent further edits or uploads.

What happens when a project is closed

  • The project moves to a read-only state.
  • All resources — document requests, information requests, tasks, tables, and files — become non-editable.
  • Users can still view content and download files but cannot add comments or upload new items.
  • Clients lose the ability to respond to any pending requests.

Who can close a project

Only the owner can close or reopen a project.

Key notes:

  • Closed projects remain accessible in the project list under a “Closed” filter.

  • Projects can be reopened at any time if further action or edits are required. This can only be done by the project owner.

  • Closing a project does not delete any content or associated resources.

Setting