ShareFile

ShareFile web-app dashboard

The ShareFile dashboard provides quick insights and information using categorized tiles. The tiles display information about recent files that were accessed, shortcuts to your most frequently used actions, items you marked as favorites, and ShareFile tutorials.

ShareFile dashboard tiles

At the upper right-hand corner of your ShareFile account, you’ll find the Help Center and the User Menu.

Help Center

The help center provides a comprehensive hub of tools and information designed to help you succeed.

  • Get started – Follow quick steps to begin using ShareFile.
  • What’s new – Review highlights of recent updates and new features.
  • Contact your Success Engineer - Reach out to your dedicated Customer Success Engineer for personalized guidance and support to help you maximize the value of ShareFile. User permissions may impact whether this option is seen or not.
  • Support articles – Explore detailed guides and troubleshooting resources.
  • How-to videos – Watch visual tutorials for common tasks.

    Help Center

User Menu

Under the user menu, you’ll find the following options:

Dashboard tiles

There are four tiles available for you to use in your dashboard.

  • Recent Files - Displays the most recent files accessed across all of your ShareFile devices.

  • Shortcuts - Displays frequently used actions as well as quick access to certain folders.

  • Tutorials - Provides videos and helpful articles that will help you get the most out of your ShareFile account.

  • Favorites - Displays files and folders you marked as Favorite with a shortcut to them.

Edit Dashboard

You can toggle the dashboard tiles on and off depending on your needs.

Editing dashboard tiles

Select Save when you finish with your selections.

Once saved, you can use your cursor to drag and drop the tiles around in the dashboard to customize your view.

ShareFile web-app dashboard