Sharefile: Client Manual

Sharefile: Client Manual






            Sharefile Cheat Sheet






What do I do when I receive my email invitation?

When you click on the invitation link, a page will open requesting your name, email address, and company name. If you have never logged in before, the system will recognize this based on your email address and prompt you to choose a password in a second sign-up screen. If you’re already a user on the account, you will be prompted to enter their ShareFile credentials.

Once you have signed in, you will be able to see the folder screen with the appropriate permissions.


Please complete all fields to create a new login for Sharefile. Once you do this, you can sign on and begin uploading or downloading files!

How to upload files in your account (watch video here)

  1. You may only upload files to folders where you have been given the Upload permission.

Note – you can be sent a Request to upload files from a user on the account. If you are responding to an email request to upload files, skip to the following page for instructions.

  1. Navigate to the folder where you wish to upload files. Since you are a client user, your folder will be located in the Shared Folders section of the account. (If you do not have folders to access, no folders have been shared with you.)
  2. Access the green Action Button and select the Upload button on the right side of the screen:


  1. Drag your files from your computer into the Drag Files Here area, or click Browse files to select them manually. Click Upload when ready. Your files will be uploaded. Upload speed can vary based on your internet connection.


How to upload files to a Request link

  1. Click the link located in the email from the person requesting files. The link may either appear as a ShareFile URL or as a banner with the link: Click here to upload files.




  1. On the screen that appears, drag and drop the files you wish to upload from your computer folder or desktop to the box on the screen.

Note: Depending on the original requester’s message settings, you may be required to enter your name and email address before you can upload any files.

  1. When you’ve placed all files you wish to upload in the box, click Upload. A success message will be displayed once your upload is complete.         

How to download files from ShareFile

From an Email

  1. Click the link located in the email from the person sending you files. The link may appear as a ShareFile URL or a Download button.

Note - Depending on the original sender’s message settings, you may be required to enter your name and email address before you can upload any files.


  1. On the download page, you can download and preview the file (or files). If you were sent a single file, the file will be displayed in the content viewer. Use the green Download button to download the files.
  2. When downloading files from ShareFile, the files will be downloaded to your computer.  Depending on your browser settings, you may be prompted to select where files should be downloaded to.


From the Site

  1. Navigate to the folder in your ShareFile account that contains the file you wish to download.
  2. To download a single file, right-click the file and select the Download option.

                                                                 

  1. To preview the file before downloading it, simply click the file name once to open it in the Content Viewer. From the viewer, click the Download button on the right.


Note – You can download multiple files at once by using the checkboxes on the left side of each file name. Select the files then click the Download button that appears in the content menu above the file list.

  1. The file(s) will be downloaded to your computer. Depending on your browser settings, you may be prompted to select where files should be downloaded to.