ShareFile

Client portal

NOTES:

Sign into your client portal

We recommend watching this 2-min video about the new client experience:

Use the following instructions to sign into your client portal after receiving a request email from your servcice provider.

  1. Select the email message from your service provider.

    SF start page

  2. From the email message, select Complete request.

    The ShareFile Sign-in screen displays.

    SF start page

  3. Sign into your client portal using your credentials.

    The My Tasks screen displays with the requests from your service provider.

    SF start page

Using My Tasks

Use the following instructions to manage tasks in the ShareFile client portal.

  1. Select a task from the Open tab.

    SF start page

    The task opens in on the right side of the screen.

  2. Complete the task and select Submit.

    SF start page

    The Your submission has been recorded confirmation displays.

    SF start page

  3. Select the X in the top right corner to exit the task.

  4. Select the Completed tab to review your completed tasks.

    SF start page

Client portal