Share an Information Request

May 13, 2026

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Article applies to:

ShareFile Employee users

The Shareable links feature allows users to share forms efficiently with Project Members and Clients.

Access the Information Request that needs to be shared

Navigate to the form you want to assign and share with your assignees or clients.
Click the Assign button. This action opens a dailog box.

Create and ahare permanent link for assignees and clients

A Permanent link is displayed and assigned to all project users within the dailog box.

Usage: Click on Copy Link and share this with any member already assigned to the Information Request.

NOTE:

Users who do not have Assignee permission will not be able to fill out the Information Request using this link.

Assign to specific people

If the client is not part of ShareFile, click Assign to specific people in the dialog box to add users as shown below.
Enter the client’s details to assign the Information Request if the client is already added to the ShareFile account.

Add new clients

Click on Add a new client if the client has not been added.
Users can add access permissions under the Access options section and add an email message under the Message details tab, which should be sent to the assignee once the Information Request has been assigned.

Note:

In this scenario, when creating a Permanent link, an email is sent to the client assigned to the Information Request. Additionally, you can share the Temporary link with the client via third-party tools such as Gmail and Outlook.

To share the form with clients not included in the project, click the Create Link button under the Temporary Links section. A temporary link is generated.

Usage: Share this temporary link with your clients. Existing ShareFile clients can use this link to log in and access the Information Request on the client portal.

Edit access for temporary link

To edit access for the temporary link, click on three-dot icon and select Edit options.
Users can provide access as a Reviewer if the Information Request form needs to be reviewed, or as an Assignee if the Information Request form needs to be assigned and filled out.
Users can also define the role who will have access to the Information Request- client or employee, by selecting the relevant option from the Who can access the link dropdown field.
Additionally, users can set the expiration period from the Access expires dropdown field.

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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Share an Information Request

May 13, 2026

Contributed by:

May 13, 2026

Contributed by:

Share an Information Request

Access the Information Request that needs to be shared

Create and ahare permanent link for assignees and clients

Assign to specific people

Add new clients

Create and share a temporary link for external clients

Edit access for temporary link

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