Request a file using ShareFile in Google Workspace

Use the following instructions to request a file using ShareFile in Google Workspace.

1. Navigate to your Gmail account.

2. Select Compose to open up a new message window.

3. Select the ShareFile icon at the bottom of the new message window.

   

4. Select Share or request files using ShareFile.

   

5. Select Request files.

   

6. Select Edit options to set the request details.

   

   The options screen displays.

   You can review and set the following options:

   • Access options:

     • Access expires - select from various expiration settings for recipients.

     • Who can access this link - select from the following:

       • Anyone (anonymous) - recipients can upload the file anonymously.

       • Anyone (name and email required) - Recipients can download the file.

       • Employee users (sign in required) - the recipient will be presented with a sign in screen. The recipient must be an existing employee user in the account to sign in. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.

       • Client and employee users(sign in required) - the recipient is presented with a sign-in screen. The recipient must be an existing user (either an employee or client user) in the account to sign in and view the content. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.

   • Notifications:

     • Check box for Notify me when files are accessed.

   • Upload location - the default is set to your File Box but you can set another ShareFile folder for the requested file.

7. Once the options are set, select Insert request link at the bottom of the window.

   The Gmail message then displays an Upload File link in the message.

   

8. Verify your receipients, the Subject, and optional message to requesting a file, then select Send.