ShareFile

Respond to a Document Request

May 13, 2026

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Client contact (external user)

The following information provides the steps necessary for Clients to respond to a ShareFile document request from a service provider.

Once you receive a document request in your email, select View document request.
From the ShareFile login screen, enter your email and password to authenticate. Then select Sign in:

Your ShareFile account opens to the Projects dashboard displaying the request.
From the Open tasks tab, click an item to review its details, which contains the title of the requested item, the name of the assignee (you), status, and item due date.
Select Attachments > Add Files to upload documents.
Click Browse Files to upload one or more files. Then, click Upload.

A message confirmation displays and the file is added under the Attachment section.

You can select the item to Download or Delete it, and use the Comments tab to provide any information you would like to share regarding their document request.
Click Submit for review.

Repeat this step for the remaining items requested if applicable.

Once you submit an item, you are able to access it under the Completed tasks tab. The details page shows the item to be in review.

Submitted

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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Respond to a Document Request

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Respond to a Document Request

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