ShareFile

Requesting files

January 31, 2024

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Important:

We’re taking steps to improve the security posture of file requests and sharing. All links default to use secure sharing options which apply across all ShareFile locations: ShareFile desktop app for Mac and Windows, ShareFile Web app, ShareFile Mobile app, ShareFile Plug-in for Microsoft Outlook and Gmail. See New secure sharing options to learn more about ShareFile secure sharing.

The following steps explain how to request a file using ShareFile.

Requesting files using the ShareFile webapp

Open you ShareFile account.
Select Request Files from the Shortcuts tile on the ShareFile dashboard.

The Request files pop-up displays.
Select Edit to change the File location if necessary.

The Upload Location pop-up displays. Select the new location then Done.

Note:

The default setting for files requests is File Box. For more information, see File Box.

The Request files pop-up displays again with the updated file location.
Select either Request files - Get a link or Request files - Send to specific people

Request files - Get a link

Request files

Select Get a link.

The link is copied to the dashboard. You can make changes to the link options by selecting Edit options. For more information, see Edit options
Paste the copied request link to your email or another communication app.

Edit options - Get a link

Request files

Select Edit options to review and set the following options:
- Access options:
  - Who can access this link: - select from various options including Anyone (public), Anyone (public, must enter a name and email), Client and employees users (after signing in) and Employee users (after signing in).
  - Access expires - select from various expiration settings for recipients.
- Notifications:
  - Check box for Notify me when this is accessed.
Select Save to save the changes made to the link options.
Paste the copied request link to your email or another communication app.

Request files - Send to specific people

Use this option when you want to send using ShareFile to send a Request message to a specific person.

Request files

Select Send to specific people.

The Send to specific people pop-up displays.

Note:

You can make changes to the access options by selecting Edit options. For more information, see Edit options
Type in the email address of the recipient in the To text box.
Though the Subject is prefilled, you can type in replacement text.
Type in a message if necessary.
Select the Remember subject and message check box if desired.
Select Request.

The request is sent.

Edit options - Send to specific people

Request files

Select Edit options to review and set the following options:
- Access options:
  - Access expires - select from various expiration settings for recipients.
  - Check box for Require recipients to sign in.
- Notifications:
  - Check box for Notify me when files are uploaded.
  - Check box for Send me a copy of this email.
Select Save.
Select Request.

The request is sent.

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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Requesting files

January 31, 2024

Contributed by:

January 31, 2024

Contributed by:

Requesting files

Requesting files using the ShareFile webapp

Request files - Get a link

Edit options - Get a link

Request files - Send to specific people

Edit options - Send to specific people

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