ShareFile

Send a Document Request

May 13, 2026

Contributed by:

Article applies to:

ShareFile Employee users

To send a document request (Service Provider):

Initiate a Project
1. From your ShareFile account, go to Projects.
2. To send a document request, either create a new project or open an existing one.
  1. Select Create project to start a new project.
  2. Click an existing project to open it.
    
    When you open a project, the dashboard and available options will appear:
Create a Document Request
1. From the Project dashboard, go to the Document requests tab.
2. Click Create document request. You can choose to create from a blank document request, a template or with AI.
  
  For these instructions, we selected blank document request. The Create document request window opens.
3. In the Create document request window:
  1. Enter a Title.
  2. Add a Description with directions for the request (optional)
  3. Set a Due date (optional)
  4. Select Create.
    
    The document request is created.
Add items to the document request. You can create as many items as needed.
1. Select Add item.
  
  The New item window displays.
2. In the New item window:
  1. Enter a Name for the item.
  2. Optionally, notify assignee(s) of new item.
  3. Click Create.
  The document request drawer opens on the right side of your screen with navigation options specific to the item. For more details, see Document request options.
3. From the document requests drawer, you can:
  1. Edit item Details (name, description, due date,categories, sharing, user permissions).
  2. Enter comments to ask questions and communicate.
  3. Add attachments.
Share document request
1. Select Share request.
  
  The Share document request window displays.
2. 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.
3. 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

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Send a Document Request

In this article