ShareFile
View PDF

Create New Project in ShareFile

May 25, 2026
Contributed by: 
P

  1. To create a new project, go to Projects in ShareFile dashboard and click on Create project as shown below:

    Create Project 1

  2. The Projects Creation window is displayed. You can choose to Start from Scratch to create a project from the beginning or you can select the Use a template option to create a project from a template. Let us select the 1st option to explore the new projects experience.

    Create Project 2

  3. The Project details page opens and here you can choose to add the Project details like Name of the project,Due date and also Select a client to add the client details.While it is mandatory to add the name of the project, you may choose to fill the other details later.

    Create Project 3

  4. You can choose to search for a new client or click on the +Add new client to add new client details. Once complete, click on Create and a success message is displayed which states that the new client details have been created. Select the Next button to continue.

    Create Project 4

    Create Project 5

  5. The Invite Team screen opens and here you can add the team members you wish to add to the project. You can search for specific team members and add them here. As part of the new projects experience, you can directly assign project permissions directly as shown below. Once all team members have been added, click on Create project.

    Create Project 6

  6. The Create Project loading page is displayed. Once the project is created, you will be taken to the project home page.

    Create Project 7

  7. In the Project home page that opens, you can now find the key actions to perform directly on the page as shown below. You can create document requests or forms, send for signature request or even create a to-do. The new experience also allows you to add team members from the Project screen as well.

    Create Project 8

    Create Project 9

  8. You can also click on the Upload files button to add files/folders directly to your project as shown below:

    Create Project 10

Note:

You can link clients from the Projects dashboard in case you have not linked any during Project creation. For more information, visit step 6 of Projects listing.

Create New Project in ShareFile
May 25, 2026
Contributed by: 
P
May 25, 2026
Contributed by: 
P

In this article

Site feedback | Privacy and legal terms | Cookie preferences

About Us | Awards | Press Releases | Media Coverage | Careers | Offices | Security Center | License Agreement | Do Not Sell or Share My Personal Information

Copyright © Progress Software Corporation and/or its subsidiaries or affiliates. All Rights Reserved.

Progress and certain product names used herein are trademarks or registered trademarks of Progress Software Corporation and/or one of its subsidiaries or affiliates in the U.S. and/or other countries. See Trademarks for appropriate markings. All rights in any other trademarks contained herein are reserved by their respective owners and their inclusion does not imply an endorsement, affiliation, or sponsorship as between Progress and the respective owners.