ShareFile

Request files using ShareFile for Windows

The following steps explain how to request a file(s) using ShareFile for Windows.

  1. Navigate to and open the ShareFile (S:) drive in Windows Explorer.

    Open file in ShareFile for Windows screen

  2. Right-click in the folder you want the requested file to load then select Request.

    Open file in ShareFile for Windows screen

    The Request files popup displays.

    Open file in ShareFile for Windows screen

  3. Select either Request files - Get a link or Request Files- Send to specific people.

Open file in ShareFile for Windows screen

  1. Select Get a link.

    The Get a link popup displays.

    Open file in ShareFile for Windows screen

  2. Select Copy under the options offered.

    The Link copied to your clipboard message displays briefly.

  3. Use the copied link to share with your email or another communication app.

Request files - Send to specific people

Open file in ShareFile for Windows screen

  1. Select Send to specific people.

    The Send to specific people message window displays.

    Open file in ShareFile for Windows screen

  2. Select Edit options to review and set the following options:

    Open file in ShareFile for Windows screen

    • Access options:

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

      • Check box for Require recipients to sign in.

    • Notifications:

      • Check box for Notify me when files are uploaded.

      • Check box for Send me a copy of this email.

  3. Select Save.

    Complete the Send to specific people screen.

    Open file in ShareFile for Windows screen

  4. Type in the email address of the recipient in the To text box.

  5. Though the Subject is prefilled, you can type in replacement text.

  6. Type in a message if necessary.

  7. Select the Remember subject and message check box if wanted.

  8. Select Request.

The Request is sent.

Request files using ShareFile for Windows