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Close a project

May 15, 2026
Contributed by: 
P

Project Owners can close projects in ShareFile, which makes all content within the project read-only and non-editable, and marks all associated cases as closed. This helps preserve data integrity and supports compliance with internal policies and legal data retention requirements.

Refer to closed project behaviour for details on project state afer closure.

To close a project:

  1. Select the desired project from the Projects menu to open the project dashboard.

  2. Go to More options, and click on “Change to Closed”:

    Closed Project 8

    A dialog box appears and shows the number of unresolved tasks.

  3. In the dialog box, select Close to confirm you want to close the project.

    Closed Project 9

    A confirmation message displays.

NOTES:

  • Closed projects are not displayed in the Projects view because the status filter is set to Open by default. To view a closed project, change the filter to Closed.

  • Projects and its resources take time to close/reopen in the background.You can refresh the screen to view the changes.

Close a project
May 15, 2026
Contributed by: 
P
May 15, 2026
Contributed by: 
P

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