Respond to a Form

Article applies to:

• Client contact (external user)

The following information provides you, the assignee, with the steps necessary to respond to an assigned Form.

1. Access your email to open the ShareFile message you received.

2. In the message, select Complete request.

   Note:

   You might be required to sign in first.

   Your ShareFile account opens the tasks page displaying the request.

   

3. Select Fill out form to fill the request.

4. Complete the Form and then select Submit.

   

   Once you have submitted the Form, the Success message displays on the right side of the page. To edit a response, contact the service provider.

Temporary link and form submission: Assignee view

1. Clients who receive the temporary link can log in to the client portal and access the Form.

2. Users can fill out and submit the Form after logging in.