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Add items to a Document Request
Article applies to:
- ShareFile Employee users
To add items to a document request:
-
From your ShareFile account, go to Projects.
-
Select an existing project to open it.
-
Go to the Document Requests tab.
-
Select Add item.
The New item window displays.
- From the New item window:
- Enter a Name for the item.
- Optionally, notify assignee(s) of new item.
- Click Create.
The document request drawer opens on the right side of your screen with navigation options specific to the item.
- From the document requests drawer, you can:
- Edit item Details (name, description, due date,categories, sharing, user permissions).
- Enter comments to ask questions and communicate.
- Add attachments.
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