ShareFile

Document Requests

May 13, 2026

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A Document Request in ShareFile Projects allows users to securely request, collect, and manage files from internal team members or external clients — all within the project workspace. You can use this feature when you need a structured and auditable way to gather documents tied to a specific workflow or engagement.

Key use cases

You can use document requests:

To request files from clients, vendors, or partners as part of onboarding, auditing, or project collaboration.
To streamline back-and-forth document collection without relying on email attachments.
When you want real-time tracking of upload progress and submission deadlines.
When file submissions need to be securely stored and associated with a project for audit or compliance.

Key benefits

Provides a centralized, secure channel for file collection.
Automatically tracks progress, completion, and overdue uploads.
Reduces back-and-forth communication through integrated notifications.
Maintains audit trails for compliance and recordkeeping.

Life cycle of a Document Request

Stage	Description	User Actions
Draft	Created but not shared.	Add or edit items and recipients.
Waiting on client	Shared and open for submissions.	Upload, approve, or reject items.
Ready for review	All required items uploaded.	A reviewer can approve, reject or add comment.
Approved	All items submissions completed.	Files remain viewable.

Document Request Limitations

This feature is available for ShareFile Premium and higher plans only.
Clients cannot delete or edit existing document requests.
Any file uploads within comments are not supported.
AI-powered request creation supports English prompts only.
Bulk editing across multiple requests is currently unavailable.

Additional Document Requests options

See Improved Document Request List (DRL) Experience FAQ to find answers to the most common questions about this enhancement.

Numbering

Each item has a number that makes it easier to reference items in conversations.

Numbering

Sorting

Users can sort the items list by number, due date, status, or assignee.

Sorting

Expanded Workspace

More space for document review and to manage items; clicking on any item opens an expanded workspace with three tabs: Details, Comments, and Attachments—all in one place—while keeping the Document Request list view for context. Users can navigate between items using this side panel.

Workspace

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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Document Requests

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Document Requests

Key use cases

Key benefits

Life cycle of a Document Request

Document Request Limitations

Additional Document Requests options

Numbering

Sorting

Expanded Workspace

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