ShareFile

Add items to a Document Request

Article applies to:

  • ShareFile Employee users

To add items to a document request :

  1. From your ShareFile account, go to Projects.

  2. Select an existing project to open it.

  3. Go to the Document Requests tab and open an existing .

  4. Select Add item.

    Add item

    The New item window displays.

  5. From the New item window, enter a Name for the item and select Create.

    Create

    The document request drawer opens on the right side of your screen with options specific to the item.

    Drawer

  6. From the document requests drawer, you can:

    1. Edit item Details (name, description, due date,categories, sharing, user permissions).
    2. Enter comments to ask questions and communicate.
    3. Add attachments.
    4. Delete the item.
Add items to a Document Request

In this article