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ShareFile
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ShareFile Client Mobile App (Beta)

May 22, 2025
Contributed by: 
P

Overview

ShareFile for Clients is a fast and smart way to securely exchange files and information with the businesses and professionals you trust. From uploading sensitive documents to completing tasks and forms, ShareFile for Clients keeps you connected, organized, and moving forward — on the go.

Designed for simplicity and speed, the ShareFile for iOS Client application lets you:

  • Instantly upload documents from your device.
  • Scan and send files using your phone’s camera.
  • Complete tasks assigned by businesses in just a few taps.
  • Respond to forms and surveys.
  • Sign documents with ease.

Keep every interaction secure, private, and professionally managed. Wherever business takes you, ShareFile for Clients makes collaboration with your service providers seamless – so you can get more done, with confidence.

Download ShareFile for Clients for iOS on the Apple Store (Note: ‘App Store’ here will be a hyperlink text with the link to the Play Store page for the app)

Beta Testing Setup Instructions

Install ShareFile for Client in iOS

Requires installing TestFlight.

  1. You will receive an email from TestFlight (no_reply@email.apple.com) on your registered email id with the following subject “Progress Software Corporation has invited you to test ShareFileforClients.”

  2. From the email invite, click View in TestFlight

    TestFlight

    The TestFlight invitation opens in a new tab with your invitation code:

    TestFlight

  3. Download TestFlight from the App Store on your iOS device and agree the app terms and conditions.

  4. Sign in to TestFlight with your Apple ID.

  5. Click Redeem button.

    Redeem

  6. Enter your TestFlight Invitation Code and select Redeem to confirm.

    Confirm Redeem

  7. The ShareFile for Clients application diplays under the Currently Testing section of the TestFlight app:

    Testing

  8. Install ShareFile for Clients application and begin testing.

Install ShareFile for Client in Android

  1. Access the ShareFile Client app on the Play Store. Follow either of the two steps:

    1. Via Email Link - You will receive an email at the address you provided. Make sure this is the same email linked to your Google Play Store account on your mobile device. The email will contain a direct download link—just tap it to install the app.

    2. Via Search - Open the Play Store and search for: com.sharefile.mobile.clients. Make sure that you are signed in with the same email on Play Store that you had provided to us.

  2. Install the ShareFile for Clients application.

ShareFile Client Mobile App (Beta) user guidance

Upload files

To upload files:

  1. Open the ShareFile for Clients mobile application and authenticate.

  2. From your Open tasks, click on a Document Request to open the task.

    Document Request

  3. Once the task is opened, click on Tap to Upload a File.

    Document Request

  4. Choose the type of file that you want to upload. You can: take a photo, upload a photo from your library, upload a file or scan a document.

    File Type

    Note:

    If you want to upload multiple files to the Document Request, click Add File. You’ll be prompted to select the file type for each upload.

    File Type

  5. Once you finalized uploading files, click Submit for Review.

    Submit

    You receive a confirmation message and the Document Request displays under your Completed tasks.

Scan Documents

  1. Open the ShareFile for Clients App and authenticate.

  2. From your Open tasks, click on a Document Request to open the task.

    Document Request

  3. Click Tap to Upload a File.

    Document Request

  4. Click Scan.

    Document Request

    The Auto Capture option is selected by default, position your camera to fit the document to be scanned within the view and the page will be captured automatically.

  5. Click Done to upload the scanned document.

    Done

Fill out forms

To fill out forms:

  1. Open the ShareFile for Clients App and authenticate.

  2. From yout Open tasks, select an Information Request that has been assigned to you. Click to open it.

    Information Request

  3. Fill out the sections within the form. Sections marked with a red asterisk need to be filled mandatorily.

    Information Request

    You can upload files by selecting Tap to Upload a file.

  4. Click Submit once you are done filling out the form to submit it.

    Submit

Sign documents

To sign documents:

  1. Go to secure.rightsignature.com and sign in with your client account credentials.

  2. Click Account, then select Settings.

    Account

  3. From the Settings options, scroll down to Verified Emails and click Add Verified Email.

    Verified Emails

  4. Enter the Email that you used to sign in to the Client App. Click Send Verification Email.

    Add Email

    You will receive an email from RightSignature (documents@rightsignature.com) with the following Subject: Action required! Email verification for ‘«entered_email»’.

    Email

  5. From the email, click the link provided to open RightSignature and authenticate to verify your Client account.

  6. Open the ShareFile for Clients App and sign in to your Client account.

  7. From your open tasks, select a Signature Request, click to open it.

    Signature Request

  8. Click Start Signing and then click the box labelled Sign Here to add your signature.

    Sign

  9. Choose to either Type or Draw your digital signature and click Add to sign.

    Signature Type

  10. Once you sign on all the required places, click Submit Document to submit it for review.

    Submit

You are prompted to verify your identity post submitting to complete the signing process. You will receive an email with instructions on how to verify.

ShareFile Client Mobile App (Beta)
May 22, 2025
Contributed by: 
P
May 22, 2025
Contributed by: 
P

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