ShareFile

Add items to a Request List

Article applies to:

  • ShareFile Employee users

To add items to a Request List:

  1. From your ShareFile account, go to Projects.

  2. Select an existing project to open it.

  3. Go to the Tasks tab and open an existing Request List.

  4. Select Add item.

    The New item window displays.

  5. From the New item window, enter a Name for the item and select Create.

    The Request List drawer opens on the right side of your screen with options specific to the item.

  6. From the Request List drawer, you can:

    1. Edit item Details (name, description, due date,categories, sharing, user permissions).
    2. Enter comments to ask questions and communicate.
    3. Add attachments.
    4. Delete the item.
Add items to a Request List

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