ShareFile

Send a Document Request

June 1, 2026

Contributed by:

Article applies to:

ShareFile Employee users

To send a document request (Service Provider):

Create a document request . Choose from the following creation options:
Add items to the document request .
From the document request , select Share request. The Share document request window displays.
In the Share document request window:
1. Search existing clients - Enter the client’s name, select a permission set, and optionally add a message. Click Create.
2. Create a new client - Click Create a new client contact to add a new client. Enter the client’s First Name, Last Name and Email. Click Create.
Once you’ve added the client contact, select Share request.

A success message displays briefly. Your client contact receieves an email notification.

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.

Was this article helpful

Send a Document Request

June 1, 2026

Contributed by:

June 1, 2026

Contributed by:

Send a Document Request

In this article