ShareFile

Document review and approval flow

May 13, 2026

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ShareFile Employee users

The Document Approval Flow enables project members to review, comment, and approve shared documents without leaving the project. It provides a structured process to move files from submission to sign-off, ensuring that every stakeholder has reviewed and confirmed the document before it’s finalized.

After a client uploads documents, the Document Request List (DRL) owner or an employee added as reviewer can review and take action.

To review the uploaded documents:

Go to the project > Document Requests tab.
Select the relevant document request.
Click on an uploaded file to open it in the viewer.
Choose one of the following actions:

a. Approve – Marks item as complete.

b. Reject – Sends it back to the client with comments.

c. Request Changes – Allows resubmission.
The client receives an automatic notification with your feedback.

Note:

ShareFile offers two document approval tools:

Document review and approval flow — for project-tracked, client-facing review, and

Feedback and Approval Workflow — for internal review with annotations and sequential approvers.

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 review and approval flow

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Document review and approval flow

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