ShareFile

Create a folder using the ShareFile web-app

May 13, 2024

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If you are an employee user, the Personal Folders section is visible within your ShareFile account. By default, you have the ability to upload and download files from this folder. You also will be able to create subfolders inside this folder and add other users to those subfolders with permissions you select.

The Shared Folders section of your account contains all folders (created by you or other users) that you have been granted access to. This is considered the root of the entire account.

Folder Retention policy

Personal and shared folders might be subject to a retention policy set by the Admin of your account. To view the retention policy set by your ShareFile administrator, click the Advanced Folder Options link under More Options beside the folder name. Under File Retention Policy you can view how long your files will stay in the folder before deletion.

Instructions

The following information provides the steps necessary to create and manage folders in ShareFile.

Navigate to either Personal Folders or Shared Folders in your ShareFile account.
Hover your cursor over the blue plus sign and select Create Folder.
Type in the folder Name and Details.
NOTES:
- ShareFile does not allow you to have duplicate folder names on the root of the account or in the same parent folder.
- If you would like to allow other users to access this folder with specific permissions, click the checkbox for Add People to Folder. Leave this box unchecked if you do not wish to add users at this time, or if you plan to add users at a later date.
Select Create Folder.

To create subfolders, repeat the above steps.

Notes:

Personal Folders are named with email address of the user at time of first login.

If the user’s email address is updated, the Personal Folder name will not change.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a folder using the ShareFile web-app

May 13, 2024

Contributed by:

May 13, 2024

Contributed by:

Create a folder using the ShareFile web-app

Folder Retention policy

Instructions

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