ShareFile

Add notifications to a Document Request

With Document Request notifications, you can:

  • Help users stay on track with key actions such as reviewing submissions, managing documents, and meeting deadlines.
  • Resolve inconsistencies across ShareFile notifications, reducing the likelihood that legitimate messages are mistaken for phishing.
  • Keep users informed about important changes, updates, and file activity so critical details aren’t missed.
  • Personalize notifications to align with user preferences, behavior, and content relevance, improving the overall experience.

For the complete list of Document Request notifications, see Project Notifications

Notes:

  • This feature is available for ShareFile Premium and ShareFile Industry Advantage plans.

  • DRL Notification is available in the ShareFile web application and is not currently supported on mobile apps.

Manage notifications flow

The user can select how they want to receive notifications of pending tasks due.

Use the following steps to select how to be notified.

  1. Select the Bell symbol from the top right menu in your ShareFile account.

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    The Notifications window opens.

  2. Select the three dots to open the menu.

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  3. Select Settings.

    The Notification Settings selector opens.

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  4. Make your selections using the toggle switch for both Email and In-App.

    If you select Email, you will receive notifications similar to this:

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    If you select In-App, you can review the notifications in the Notifications window.

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NOTE:

If you need to make a change to your email address for Notifications, navigate to Settings > Personal Settings > Edit Profile > Email Notifications.

Add notifications to a Document Request