ShareFile

Review and approve Document Requests

May 13, 2026

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ShareFile Employee users

Tracking the client responses and documents on the service provider side is available in the Projects folder for the specific client.

The following instructions provide the steps necessary to approve and close a document request.

From the Projects dashboard, select the clients project to open it.
Go to Document requests and click the request to view items.

The items pending review display ready for review in their status:
Click the item. The document request drawer opens on the right corner of your screen. Review item Details, Attachments and Comments, then select Approve.

The Approved item confirmation message displays briefly and the item status changes from “Ready for review* to “Approved”.

Repeat this for all requested items received.
Once all items are approved, a pop-up message displays advising if you would like to close the request. Select Close request to confirm.

The Closed request message displays briefly. If the checkbox Notify people on this request was selected, the client receives a confirmation email.

The client can select View document request to review the request.

NOTE:

You can always reopen a closed Document Request, if necessary. The client receives a confirmation email if the request is reopened.

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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Review and approve Document Requests

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Review and approve Document Requests

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