ShareFile

Add categories to a Document Request

Article applies to:

  • ShareFile Employee users

You can assign one or multiple categories from several places; you can filter them and download them according to the category.

To add a category to a document request:

  1. Select an item, then select Assign category.

    Add category

    The Edit category dialog box appears.

  2. Enter a name for the category.

    Edit category

  3. Select Assign.

To add more categories, repeat these steps. You can add only one category at a time.

Add categories to a Document Request

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