ShareFile

Review an Information Request

May 13, 2026

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ShareFile Employee users

Tracking assigned information requests on the service provider side is available in the Projects folder for the specific client under the Information requests tab. The following instructions provide the steps necessary to open and review information requests completed by the assignee.

Navigate to the Information requests tab in the project.
Select the completed Information request from the list to open.

The Questions/Responses screen displays.
Select the Responses tab, then select Open.

The requested information provided by the client displays for review.

NOTE:

The above image displays the view visible to the SF user when a single response has been submitted. For multiple response, please refer to Export Information Request responses.
Select the item to open the ShareFile viewer.

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Review an Information Request

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Review an Information Request

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