-
-
-
-
-
Document requests
-
-
-
This content has been machine translated dynamically.
Dieser Inhalt ist eine maschinelle Übersetzung, die dynamisch erstellt wurde. (Haftungsausschluss)
Cet article a été traduit automatiquement de manière dynamique. (Clause de non responsabilité)
Este artículo lo ha traducido una máquina de forma dinámica. (Aviso legal)
此内容已经过机器动态翻译。 放弃
このコンテンツは動的に機械翻訳されています。免責事項
이 콘텐츠는 동적으로 기계 번역되었습니다. 책임 부인
Este texto foi traduzido automaticamente. (Aviso legal)
Questo contenuto è stato tradotto dinamicamente con traduzione automatica.(Esclusione di responsabilità))
This article has been machine translated.
Dieser Artikel wurde maschinell übersetzt. (Haftungsausschluss)
Ce article a été traduit automatiquement. (Clause de non responsabilité)
Este artículo ha sido traducido automáticamente. (Aviso legal)
この記事は機械翻訳されています.免責事項
이 기사는 기계 번역되었습니다.책임 부인
Este artigo foi traduzido automaticamente.(Aviso legal)
这篇文章已经过机器翻译.放弃
Questo articolo è stato tradotto automaticamente.(Esclusione di responsabilità))
Translation failed!
Document requests
A document request is a structured, secure way to collect documents within the ShareFile platform. This functionality allows service providers to:
- Specify which documents they need from a client or team member.
- Set due dates and provide instructions.
- Track the status of submissions in a centralized dashboard.
For FAQs about both ShareFile Projects and Document Requests, see FAQ - Projects and Document Request.
The following information explains how to use Document requests to complete tasks as a service provider and a client.
Send a Document Request (Service Provider)
To send a document request:
- Initiate a Project
-
From your ShareFile account, go to Projects.
-
To send a document request, either create a new project or open an existing one.
-
Select Create project to start a new project.
-
Click an existing project to open it.
When you open a project, the dashboard and available options will appear:
-
-
- Create a Document request
-
From the Project dashboard, go to the Document requests tab.
-
Click Create document request. You can choose to create from a blank document request, a template or with AI.
For these instructions, we selected blank document request. The Create document request window opens.
-
In the Create document request window:
- Enter a Title.
- Add a Description with directions for the request (optional)
- Set a Due date (optional)
-
Select Create.
The document request is created.
-
- Add individual items to the document request. You can create as many items as needed.
-
Select Add item.
The New item window displays.
- In the New item window:
- Enter a Name for the item.
- Optionally, notify assignee(s) of new item.
- Click Create.
The document request drawer opens on the right side of your screen with navigation options specific to the item. For more details, see Document request options.
- From the document requests drawer, you can:
- Edit item Details (name, description, due date,categories, sharing, user permissions).
- Enter comments to ask questions and communicate.
- Add attachments.
-
- Share document request
-
Select Share request.
The Share document request window displays.
- In the Share document request window:
-
Search existing clients - Enter the client’s name, select a permission set, and optionally add a message. Click Create.
-
Create a new client - Click Create a new client contact to add a new client. Enter the client’s First Name, Last Name and Email. Click Create.
-
-
Once you’ve added the client contact, select Share request.
A success message displays briefly. Your client contact receieves an email notification.
-
Manage users
The Manage users option allows you to update user permissions and remove users from a document request.
-
In the Document request dashboard, select the Manage users option on the … (More options) menu.
The Manage users pop-up displays.
-
Select the vertical ellipses beside the users name. Choose to view permissions, edit permissions or remove user.
-
Edit permissions - Select this option to modify project and content-specific permissions. Adjust permissions as needed and Save your changes.
-
Remove user - Select this option if you wish to delete the user from the project. Click Confirm to proceed.
-
Receive Document Request (Client)
The following information provides you, the client, with the steps necessary to respond to a ShareFile document request from a service provider.
-
Once you receive a document request in your email, select View document request.
-
From the ShareFile login screen, enter your email and password to authenticate. Then select Sign in:
Your ShareFile account opens to the Projects dashboard displaying the request.
-
From the Open tasks tab, click an item to review its details, which contains the title of the requested item, the name of the assignee (you), status, and item due date.
-
Select Attachments > Add Files to upload documents.
-
Click Browse Files to upload one or more files. Then, click Upload.
A message confirmation displays and the file is added under the Attachment section.
You can select the item to Download or Delete it, and use the Comments tab to provide any information you would like to share regarding their document request.
-
Click Submit for review.
Repeat this step for the remaining items requested if applicable.
Once you submit an item, you are able to access it under the Completed tasks tab. The details page shows the item to be in review.
Document review and approval (Service Provider)
Tracking the client responses and documents on the service provider side is available in the Projects folder for the specific client. The following instructions provide the steps necessary to approve and close a document request.
-
From the Projects dashboard, select the clients project to open it.
-
Go to Document requests and click the request to view items.
The items pending review display ready for review in their status:
-
Click the item. The document request drawer opens on the right corner of your screen. Review item Details, Attachments and Comments, then select Approve.
The Approved item confirmation message displays briefly and the item status changes from “Ready for review* to “Approved”.
Repeat this for all requested items received.
-
Once all items are approved, a pop-up message displays advising if you would like to close the request. Select Close request to confirm.
The Closed request message displays briefly. If the checkbox Notify people on this request was selected, the client receives a confirmation email.
The client can select View document request to review the request.
Note:
You can always reopen a closed Document Request, if necessary. The client receives a confirmation email if the request is reopened.
Document request due date change
The owner can edit a due date for each item of the Document Request.
Use the following instructions to make changes to the due date for a requested item.
-
In the Document request dashboard, select the document request you must change the due date on.
-
From the document request, select the calendar.
The Edit details window displays.
-
From the Edit details window, use the calendar to edit the due date.
-
Click Save.
Document request due date reminders
Due date reminders can be assigned to individual assignees and other users on a project.
The benefits of automatic reminders are:
-
Less time manually reminding clients to upload a document or a list of documents.
-
Provides clients visibility and transparency on assigning which document request items belong to get documents back faster.
-
Project owners can assign several users to multiple items in Document Requests.
-
Reminders are sent 1, 3, 5, 10 days before its due date and when it is overdue. When its due, an overdue notification will be sent daily for 30 days starting the day that is due.
Notifications
The user can select how they want to receive notifications of pending tasks due.
Use the following steps to select how to be notified.
-
Select the Bell symbol from the top right menu in your ShareFile account.
The Notifications window opens.
-
Select the three dots to open the menu.
-
Select Settings.
The Notification Settings selector opens.
-
Make your selections using the toggle switch for both Email and In-App.
If you select Email, you will receive notifications similar to this:
If you select In-App, you can review the notifications in the Notifications window.
Note:
If you need to make a change to your email address for Notifications, navigate to Settings > Personal Settings > Edit Profile > Email Notifications.
Document Requests options
We’ve redesigned the Document Request List (DRL) experience to make reviewing, uploading, and managing documents faster and more intuitive. This new layout helps you focus on the work that matters—without digging through cluttered menus or guessing where your documents are.
Key improvements:
See Improved Document Request List (DRL) Experience FAQ to find answers to the most common questions about this enhancement.
Numbering
Each item has a number that makes it easier to reference items in conversations.
Categories
Users can assign one or multiple categories from several places; they can filter them and download them according to the category.
To add categories:
-
Select an item and click Assign category.
The Edit category window displays.
-
Enter a name for the category.
-
Click Assign. The category is assigned to the item.
To add multiple categories to an item, repeat the necessary steps. Categories cannot be added simultaneously.
Sorting
Users can sort the items list by number, due date, status, or assignee.
Downloading
Document Request attachments download options include downloading as one file, by category, item, or assignee. Click Download all attachments and choose download preferences. Items are downloaded as .zip files.
Expanded Workspace
More space for document review and to manage items; clicking on any item opens an expanded workspace with three tabs: Details, Comments, and Attachments—all in one place—while keeping the Document Request list view for context. Users can navigate between items using this side panel.
Enhanced Filters
Users can filter by Status, Assignee, Category, and Due Date to quickly find what matters most. Remove filters to see the entire Document Request.
Share
Share
This Preview product documentation is Citrix Confidential.
You agree to hold this documentation confidential pursuant to the terms of your Citrix Beta/Tech Preview Agreement.
The development, release and timing of any features or functionality described in the Preview documentation remains at our sole discretion and are subject to change without notice or consultation.
The documentation is for informational purposes only and is not a commitment, promise or legal obligation to deliver any material, code or functionality and should not be relied upon in making Citrix product purchase decisions.
If you do not agree, select I DO NOT AGREE to exit.