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ShareFile
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Personal Settings

October 15, 2024
Contributed by: 
J

Employee users can edit their personal settings when they sign into their account. The following information provides the details for each section in Personal Settings.

Edit Profile

Edit Profile allows you to edit your profile settings.

Name and Company Details

You can make updates to the First Name, Last Name, and Company fields. Select Save once your changes are complete.

Profile Picture

Select Edit to add or replace a Profile Picture. Select Remove to delete.

Sign in

Use Sign in to select how you want to sign into your ShareFile account.

Change password

Use Change Password to update your password. You are required to enter your previous password before creating a one. You are asked to confirm the new password by entering it in the Confirm Password field.

Select Save to change your password.

Passwords must meet the following requirements:

  • Must include at least 1 upper case letter
  • Must include at least 1 lower case letter
  • Must include at least 1 number
  • Must include at least 1 special character
  • Must have at least 8 characters

Note:

ShareFile does perform a strength check against a weak password database before it is saved.

Configure social sign in

You can utilize select social applications to access your Sharefile account as well. Select Configure social sign in to authorize using the social application sign in your prefer.

For more information, see ShareFile Social sign in.

Edit Email Addresses

Use Edit Email Addresses to make changes to your primary email address. You can use the Add Alternate Email to add a backup email if necessary.

Email notifications

Email notifications are controlled on a folder by folder basis.

Email Frequency

Use the drop-down list to select your preference to receive upload/download notifications in real-time or consolidated and sent at a time interval you specify.

Default email language

Use the drop-down list to select the email language you prefer for notifications.

Bounce Back Emails

Use Receive bounce back emails to edit your preference to receive these notifications.

Time and Date

Use this to change the default settings for all time-related items in your ShareFile account.

Time Zone

Select your preferred time zone.

Notes:

  • All ShareFile Reporting is based on Eastern Standard Time even if you select a different time zone.

  • This setting affects the time zone in emails.

Daylight Saving Time

Select your preferences for your Day Light Saving time location to automatically set the correct time during these periods.

Date format

  1. In the Date format drop-down list, select the date format preference.

    Reusable templates

  2. Select Save.

    Your selected preference is now the default for your ShareFile account and will be used as the deafult in electronic signature requests.

Personal Security

Users can change their security question and edit their information for Two-Step Verification. For more information on setting up Two-Step verification, see Security.

My Connectors

Users are able to connect to other cloud services to allow access to those files.

NOTE:

Account administrators control which connectors are available to users.

Advanced Connections

ShareFile is compatible with FTP clients including WS-FTP or FileZilla. You can also connect to your ShareFile account using a WebDAV client. For more information, see Advanced Connections.

My Apps & Devices

The user can control devices used to access their ShareFile account. For more information, see My Apps & Devices.

Personal Settings
October 15, 2024
Contributed by: 
J
October 15, 2024
Contributed by: 
J

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