Request files using the ShareFile web app

Use the ShareFile web app to request files with a link or send a request to specific people. Choose where the uploaded files will be stored before creating your request.

Important:

For recipients uploading files: Do not drag files or folders directly from a compressed ZIP archive opened in Windows Explorer. Extract the ZIP archive to a local folder first, then upload the extracted contents. Uploading directly from the compressed-folder view may produce unexpected results.

To start a file request:

1. Open your ShareFile account.

2. Select Request Files from the Shortcuts tile on the ShareFile dashboard.

   The Request files dialog opens.

   

3. Select Edit to change the File location if necessary.

   Select the upload location, then select Done.

   Note:

   The default upload location is File Box. For more information, see File Box.

4. Choose Get a link to copy a request link, or Send to specific people to send a request email through ShareFile.

Request files - Get a link

Create a request link to share in an email or another communication app.

1. Select Get a link.

2. Select Edit options to choose who can access the link, when access expires, and whether you receive upload notifications. Select Save to apply your changes.

3. Copy the request link and paste it into your email or another communication app.

Edit options - Get a link

Use Edit options to control who can upload files, when access expires, and whether you receive upload notifications.

1. Under Access options, configure the following:

   • Who can access this link: Choose Anyone (public), Anyone (public, must enter a name and email), Client contacts and employee users (after signing in), or Employee users (after signing in).

   • Access expires: Choose when recipients can no longer use the link.

2. Under Notifications, select Notify me when files are uploaded if you want upload notifications.

3. Select Save.

Request files - Send to specific people

Use this option to send a file-request email through ShareFile.

1. Select Send to specific people.

   The Send to specific people dialog opens.

2. Enter the recipient's email address in To.

3. Edit the prefilled Subject if needed.

4. Enter a message if needed.

5. Select the Remember subject and message check box if desired.

6. To change access or notification settings, select Edit options, configure the settings in Edit options - Send to specific people, then select Save to return to the request.

7. Select Request.

   The request is sent.

Edit options - Send to specific people

Before sending the request, use Edit options to configure recipient access and notifications.

1. Select Edit options to review and set the following options:

   • Access options:

     • Access expires: Choose when recipients can no longer use the request.

     • Require recipients to sign in: Select this checkbox to require authentication.

   • Notifications:

     • Notify me when files are uploaded: Select this checkbox to receive upload notifications.

     • Send me a copy of this email: Select this checkbox to receive a copy of the request email.

2. Select Save.