ShareFile

Create an Information Request

May 13, 2026

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ShareFile Employee users

To create an information request in a project, you can follow the steps given below:

Navigate to the Project

a. From the ShareFile web app, select Projects from the left-hand menu.

b. Open the project where you want to create the Information Request.
Access Information Requests

a. On the project dashboard, select the Requests tab.

b. Click on the Create Request button.

c. Hover over the information request section.

d. Select one option from either blank or template.
Add Request Details

a. Enter a Title for your Information Request.

b. (Optional) Add a Description explaining the purpose of the form.

c. Set a Due Date if you need the form completed within a specific timeframe.
Design the Request Form

a. Add questions or fields by selecting Add fields.

b. Choose a Field Type for each question:
- Short Text
- Paragraph Text
- Date Picker
- Dropdown / Multiple Choice
- File Upload (optional hybrid field)
- Yes/No Toggle
c. Reorder questions using drag-and-drop.

d. Use Conditional Logic to show or hide questions based on earlier responses. Example: Show “Proof of Address” field only if user selects “Yes” for “Do you reside in the U.S.?”
Assign Recipients

a. Select internal users or clients who need to complete the request.

b. Each recipient will receive an email notification with access to the form.
Configure Reminders

a. Automatic reminders are sent 1, 3, 5, and 10 days before the due date.

b. Post-due date, reminders are sent daily for 30 days after the deadline until completed.

c. You can also send manual reminders from the three-dot menu (…).

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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Create an Information Request

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Create an Information Request

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