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Closed Project Behaviour

May 25, 2026
Contributed by: 
P

After a project is closed, it becomes read-only, as indicated by a lock icon. A banner message appears across most screens informing users that closed projects cannot be modified.

The project can be reopened if needed, but while closed, no edits are allowed. To make changes, users must contact the Project Owner.

Closed Project 11

For details on project state afer closure, refer to:

Tasks closed behaviour

  • After a project is closed, all unresolved (open) tasks are listed and shown as unresolved before closure. All tasks display a lock icon and become read-only; users cannot edit or modify them.

    Closed Project 15

  • The “View Details” option remains available as shown below. You can click on it to view the task details but actions like editing or updating are disabled.

    Closed Project 16

    Closed Project 17

Document Requests closed behaviour

  • Any open document requests remain visible to project owners but are in read-only mode and cannot be edited. Any documents in draft show a draft label with a lock; completed items are viewable and attachments can be previewed or downloaded.

Closed Project 25

  • You can click on the View Details option from the Actions menu as shown below to view the details of the document request.

    Closed Project 26

    Closed Project 27

  • You can also click on the People on this request option to view and manage users in read-only mode. No users can be added/modified on a closed project.

    Closed Project 28

    Closed Project 29

  • You can also open and view the specific details of a particular document request in read-only mode once a project is closed. However, no additions/modifications can be made to the particular request. The resources are in read-only mode and hovering over any row in the Status menu displays a message stating the same as shown below:

    Closed Project 30

  • You can also click on any of the documents above to open the item drawer for further details as shown below:

    Closed Project 31

  • You can preview/download any files attached to the document request. However no additional files can be uploaded.

    Closed Project 32

Information Requests closed behaviour

  • Any open information requests remain visible to solution providers but are read-only mode and cannot be edited. In addition, you can click on individual requests to view the questions and responses are in view-only mode, no additions can be made once the project has been closed.

    Closed Project 33

    Closed Project 34

Files closed behaviour

  • All files in the project are read-only mode (lock icon shown).

    Closed Project 18

  • You can view and download files, including multi-select downloads for folders, but cannot edit, or share files.

    Closed Project 19

    Closed Project 20

Comments closed behaviour

  • All previous comments remain visible but are read-only. No new comments can be added to any section of the closed project.

    Closed Project 21

Tables closed behaviour

  • Tables become read-only; you can view but not modify data.

    Closed Project 22

    Closed Project 23

  • Filters can be applied for viewing, but no changes can be made to the data itself.

    Closed Project 24

Closed Project in Client view

ShareFile clients who receive access from project owners can view closed projects from the old/new client portal.

Closed Project in old Client Portal view

  1. Client users of ShareFile can view closed projects by navigating to the closed ShareFile Project. To do so, simply login to your ShareFile Client portal and from the dashboard, go to the Project Main screen and select the Closed filter as shown below:

    Closed Project 36

  2. A lock icon is displayed next to the closed project and hovering over the Closed label next to the project name as shown below displays the message “This project is read-only”.

    Closed Project 37

After the project is closed, you may contact the project owner to reopen the project. However, no edits or uploads are allowed in the closed state.

Closed Project In New Client Portal View

  1. Client users of ShareFile can view closed projects by navigating to the closed ShareFile Project. To do so, simply login to your ShareFile Client portal and from the dashboard, go to All projects>Closed projects and then select the desired closed project as shown below:

    Closed Project 51

  2. When a Project Owner closes a project, all open tasks become unavailable for action. If the project is reopened, any unresolved tasks will once again be available for Client action. You can only view the completed tasks for the closed project by going to the Completed Tasks field as shown below:

    Closed Project 52

  3. You can view completed document requests by clicking on them. The document request will be in read-only mode and cannot be edited/modified. You can also download any attachments to the document request, however no new files can be created/uploaded.

    Closed Project 53

  4. You can also click on completed information requests to view them in read-only mode and cannot be edited/modified. Any attachments can also be downloaded but no new files can be created/uploaded.

    Closed Project 54

Closed Project Behaviour
May 25, 2026
Contributed by: 
P
May 25, 2026
Contributed by: 
P

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