ShareFile

Send a Request List

Article applies to:

  • ShareFile Employee users

To send a Request List (Service Provider):

  1. Create a Request List. Choose from the following creation options:
    1. Create from blank
    2. Create from template
    3. Create using AI
  2. Add items to the Request List.

  3. From the Request List, select Share request. The Request List window displays.

  4. In the Request List window:
    1. Search existing clients - Enter the client’s name, select a permission set, and optionally add a message. Click Create.
    2. Create a new client - Click Create a new client contact to add a new client. Enter the client’s First Name, Last Name and Email. Click Create.

  5. Once you’ve added the client contact, select Share request.

    A success message displays. Your client contact receieves an email notification.

Send a Request List

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