Request files using the ShareFile web app

To request a file using the ShareFile web app:

1. Open you ShareFile account.

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

   The Request files pop-up displays.

   

3. 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.

   

4. Select either Request files - Get a link or Request files - Send to specific people

Request files - Get a link

We recommend watching this video on how to request a file using a ShareFile link:

1. 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

2. Paste the copied request link to your email or another communication app.

Edit options - Get a link

1. 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.

2. Select Save to save the changes made to the link options.

3. 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.

1. 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

2. Type in the email address of the recipient in the To text box.

3. Though the Subject is prefilled, you can type in replacement text.

4. Type in a message if necessary.

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

6. Select Request.

   The request is sent.

Edit options - Send to specific people

1. 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.

2. Select Save.

3. Select Request.

   The request is sent.