ShareFile

Respond to an Information Request

Article applies to:

  • Client contact (external user)

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

  1. Access your email to open the ShareFile Information Request message.

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  2. Once you receive a Information Request in your email, select Complete request.

    Note:

    You might be required to sign in.

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    Your ShareFile account opens to the projects page displaying the request.

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  3. Select Fill our form to fill the request.

  4. Complete the information request form then select Submit.

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    Once you have submitted the form, the Success message displays on the right side of the page. In order to edit any response, please contact the service provider.

  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.

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Respond to an Information Request