Projects, Client Hub, and Solutions in ShareFile for Mac

ShareFile for Mac now provides direct access to all files stored in your Projects, Client Hub, and Solutions (Tax, Legal, Client Billing) folders. These three new folders appear in Finder, allowing you to navigate, reference, and work on documents without switching to other applications.

The latest version of ShareFile for Mac requires you to re-authenticate after installation. You will be prompted to log in via a pop-up once the update is installed.

Note:

If you don't click Sign in, your browser will take you to the authentication page once the timer expires.

Note:

For detailed instructions on downloading and installing ShareFile for Mac, see How to install ShareFile for Mac.

Projects

The Projects folder displays all your Open and Closed projects as subfolders. Each project folder contains all files associated with that project and reflects the files and folders shown in the project Files Tab on the web.

• Folders and requests created on the web appear as folders within the project.
• Files linked to a folder or request appear inside the corresponding folder. See Projects for more information.

Client Hub

Client Hub displays a list of all clients you are currently engaged with, based on the clients added to Client Hub on the web. Each client is represented as an individual folder. When you open a client's folder, all related files and folders are organized and accessible in a consolidated location.

For more information about efficiently managing your client list, see Client Hub.

Solutions (Tax, Legal, Client Billing)

Solutions (Tax, Legal, Client Billing) functions similarly to Projects, offering engagement-specific folders and files arranged in a familiar structure. This ensures consistent and efficient document management directly from your Mac. For more information, see Solutions.

Common actions across Projects, Client Hub, and Solutions

The following actions can be performed on files in all three sections (Projects, Client Hub, or Solutions) if you have the necessary permissions:

1. Create a new folder

   a. In Finder, navigate to ShareFile > Projects, Client Hub, or Solutions.

   

   b. Open the folder where you want to create a new folder.

   c. Control-click on any blank space and select New Folder.

   d. The new folder is created and displayed inside the selected folder.

2. Mac: Upload files

   a. Control-click on any blank space and select ShareFile > Upload.

   b. In the file picker, navigate to the file you want to upload and select it.

   c. The file is successfully uploaded.

3. Web interface: Upload files

   a. Navigate to ShareFile web > Projects.

   

   b. Click View all > Upload files.

   

   

   c. Click Browse files and choose the file to upload.

   

   

   d. Once uploaded, the changes appear on both the web and in Mac Finder.

   

   e. To view the new file in Finder immediately, control-click ShareFile > Refresh Content.

   

   Note:

   The ability to create folders or upload files at the top level of Projects and Client Hub is limited. New projects and clients cannot be created from the desktop app — use the web interface instead.

4. Download files or folders

   a. In Finder, navigate to ShareFile > Projects, Client Hub, or Solutions.

   b. Control-click the file or folder and select ShareFile > Download.

   c. Choose the destination folder in the dialog that appears.

   d. Click OK.

   e. Navigate to the chosen location to view the downloaded file or folder.

5. Delete files or folders

   a. Control-click the file or folder and select ShareFile > Delete, then confirm.

6. Rename files or folders

   a. Navigate to the file in the specific Projects, Client Hub, or Solutions folder.

   b. Press Return, type the new name, then press Return again.

7. File versioning and view details

   a. In the specific Projects, Client Hub, or Solutions folder, control-click the file and select ShareFile > View Details.

   b. The File Details panel opens.

   c. Click View versions to open or delete file versions.

   Note:

   All versions of the selected file are listed.

   d. Select Open to view a version, or Delete to permanently remove it.

Sync behavior across Projects, Client Hub, and Solutions

File updates remain consistent between Mac and the web:

• Adding a file in Finder reflects on the web.
• Deleting a file in Finder also removes it from the web.
• Editing a file on either platform updates it across both.

Manual refresh of files and folders

If new folders or files do not appear automatically, you can manually refresh the contents:

• Control-click inside the folder.
• Select ShareFile > Refresh.

Note:

Automatic refresh is not supported for these folders. If a file was added via the web and does not appear, wait up to 28 minutes or refresh manually.