ShareFile

ShareFile Projects

May 14, 2026

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ShareFile Projects is a secure, centralized space to collaborate with clients, organize deliverables, and track all related actions — such as document requests, tasks, and information forms — all in one place.

Projects are designed for structured client collaboration where multiple team members or clients contribute documents, complete requests, and exchange updates without relying on scattered email threads or shared folders. Projects are available for users with the ShareFile Premium plan and above.

When to use projects

When collaborating with multiple internal team members and clients on the same workflow or engagement.
When you need to collect, track, or approve documents or information from clients in a controlled, auditable manner.
When you require role-based visibility, ensuring each user only sees the data or tasks relevant to them.
When you want to combine different resources — tasks, document requests, data tables, and comments — into one workspace.

Key benefits

Provides a single hub for all client-related activities.
Reduces dependency on email-based exchanges.
Enables progress tracking across requests, documents, and tasks.
Ensures data security and role-based access control.

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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ShareFile Projects

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

ShareFile Projects

When to use projects

Key benefits

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