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Add comments to a Request List

Article applies to:

  • ShareFile Employee users

  • Client contact (external user)

You can add and view comments under each document item. The comments appear in the 'Comments tab' within the project.

To add a comment:

  1. From your ShareFile account, go to Projects.
  2. Select an existing project to open it.
  3. Go to the Tasks tab and open the relevant Request List.
  4. Navigate to the Comments section.
  5. Type your comment and hit Enter.

NOTES:

  • Both team members and clients can respond to comments (if permitted).

  • Comments persist in the project history for audit tracking.

  • File uploads in comments are not yet supported.