ShareFile

Create a project

May 14, 2026

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Creating a project in ShareFile is the first step toward managing structured client collaboration. Once a project is created, you can add users, assign tasks, create document or information requests, and track progress — all within a single dashboard.

To create your first project:

In your ShareFile account, select Projects from the left navigation panel. The Projects dashboard opens.
Select Create project, choose Blank project.

To create a project from a template, see Create a project using a template.
Enter project details:
1. Name the project.
2. Set a Due Date for the project (optional).
Select Create Project.

The new project dashboard appears with resource tiles such as Home, Requests, To-dos, Files and Comments.

NOTES:

Only Project Owners can assign new owners or delete the project.

If the current Project Owner is removed without reassigning ownership, no new owners can be added later.

Projects are exclusively available on the Premium plan and above; contact support if the feature is unavailable.

To add team members to the project, select the Share button located at the top-right. The Add team members window displays.

Share with
- Search for a name or email address to share the project with existing users.
- Select Create a new client contact to share the project with a new client.
Grant user permissions - Depending on the user’s role, choose a permission set:
- Owner - Grants full permissions on the project.
- Team member - Grants permissions needed to collaborate on the project.
- Full view – The user can view all project content.
- Limited view - The user can only view what has been shared with them.
- Custom - Choose your own permissions.
Add a message (optional).
Select Share.

After adding users, you return to the main project dashboard. The user you shared the project with receives a notification email.

Finalize project setup

After adding users, you can begin adding resources to the project such as:

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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Create a project

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Create a project

Share project

Finalize project setup

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