ShareFile

Add Description in Files and Folders Inside Projects

September 9, 2025

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You can now add descriptions in files and folders inside ShareFile projects. To do so, login to your ShareFile account and from the dashboard, go to the Projects section and access the desired project.

Project Add Description 1

From the selected project, go to the Files section and select any file or folder where you want to add the description as shown below:

Project Add Description 2

There are 2 ways to Add description to the file inside the project in ShareFile. You may choose any one of the following methods to add a description:

From The Context Bar

You can select the file/folder by clicking on the checkbox and then click on the More option and select Add description from the drop-down list as shown below:
The Add description window opens.
After the description has been entered, click on the Save button.
You can also click on the Edit description button to go back and edit the description created. Once done, click on Save and the description will be updated.A success message stating “Saved description” is displayed as shown below:

From The Content Viewer

You can also open any file and from the preview window that opens, select the Add description button on the right.
The Add description window opens. After the description has been entered, click on the Save button.
Upon success, the Saved description notification is displayed.

Edit Description In Projects

Once a description has been added, you can also edit descriptions directly from the Files menu in your project. To do so, simply click on the description label next to any file/folder. From the Edit description menu that opens, edit the description and click on Save as shown below:

Upon success, the Saved description notification is displayed.
You can also edit the descriptions in a file or a folder. To do so, simply open the file/folder and click on the Edit description button to go back and edit the description created. Once done, click on Save and the description will be updated.

Upon success, the Saved description notification is displayed.

Note:

The description will always remain associated with the individual file irrespective of the version history of the document.

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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Add Description in Files and Folders Inside Projects

September 9, 2025

Contributed by:

September 9, 2025

Contributed by:

Add Description in Files and Folders Inside Projects

From The Context Bar

From The Content Viewer

Edit Description In Projects

In this article