Share a File - ShareFile

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Share a File

Sending File from your Account video Watch Video

The Share function allows you to send a file quickly and securely via either the ShareFile email system or a link you can copy to your clipboard.

You can customize various security settings for your message before sending, send files to internal or external users, and even send a file stored on your computer.

Important: Only Employee users with File Box access can send a file stored on their computer.

 

Article Contents (click a link to skip to that section)

 

Email with ShareFile

Email with ShareFile allows you to send your file(s) via ShareFile's email system. With this method, the recipient receives an email message containing a secure link to download the file(s).

You can send a file stored on your account, or send a file stored on your computer.

 

To send a file stored on your computer:

Access Share in the top navigation bar and choose Email with ShareFile

(This method requires File Box access)

 

To send a file stored in your account:

 

Right-click the file and choose Email with ShareFile

 

Or

 

Select the file(s) and use Share in contextual menu

 

Customize Your Message Before Sending

 

 

1. Enter a Recipient for your message. You can enter an email address manually, or select users from your address books or distribution groups.

2. Enter a Subject for your message. You may enter additional text in the Body of your message if needed.

3. Edit Message Options allows you to customize the following:

  • Send me a copy of this email - Receive a copy of the email message
  • Email me when files are downloaded - Receive a notification email when the download link is used by your recipient
  • Encrypt message - This feature is only available to users with Encrypted Email enabled.
  • Require recipients to log in - Require that recipients log in with their ShareFile account (or create one)
  • Access expires - Set how long you want the download link to be accessible. If sending a file stored on your computer, this will default to 30 days, the length of time files may remain in the File Box.
  • Downloads per user - Limit the number of downloads
  • Always link to the latest version of the file - This feature is only available to users with File Versioning enabled.
  • Remember subject and custom message for next time - Save the subject and custom message so that it will be preset the next time you send a file

4. Add More allows you to select additional files to include with your message.

  • If sending files stored on your computer, a copy of the file will automatically be uploaded to your File Box.
  • If adding from ShareFile, use the folder tree menu to select which files to add.

5. Click Send when ready. You will receive confirmation that the message was sent successfully.

  • If sending files stored on your computer, the file will not send until the file is uploaded to your File Box. Please do not exit the menu until the success message is shown.

 

Get a Link

Get a Link allows you to quickly obtain a secure download link to your files. With this method, ShareFile generates a link that you can copy and paste.

You can send a file stored on your account, or send a file stored on your computer.

 

To send a file stored on your computer:

 

Access Share in the top navigation bar and choose Get a Link

(This method requires File Box access)

 

To send a file stored in your account:

 

Select the file(s) and use Share in contextual menu

Or

 

Right-click the file and choose Email with ShareFile

 

Customize Your Link Before Generating

 

 

1. Edit Link Options allows you to customize the following:

  • Email me when files are downloaded - Receive a notification email when the download link is used by your recipient.
  • Require recipients to log in - Require that recipients log in with their ShareFile account (or create one).
  • Access expires - Set how long you want the download link to be accessible.
  • Downloads per user - Limit the number of downloads.
  • Always link to the latest version of the file - This feature is only available to users with File Versioning enabled.

2. Add More allows you to select additional files to include with your message.

  • If sending files stored on your computer, a copy of the file will automatically be uploaded to your File Box.
  • If adding from ShareFile, use the folder tree menu to select which files to add.

3. Click Get a Link when ready. The link will be generated and displayed on screen.

4. Click Copy Link to copy it to your clipboard. You may then paste the link into the app of your choice.

 

What Your Recipient Sees

The recipient will receive an email from "mail@sf-notifications.com" on behalf of the the ShareFile user that sent the message. Your recipient can then click the provided link to access the files.

 

(An example of your recipient's view)

I'm a client receiving a file request...what do I do?

When a ShareFile user sends you a Share a File link with the "Require User to Login" option checked, you will be asked to create a ShareFile account in order to access the link you have received.

If the ShareFile user sent you a file request via the ShareFile Email System, you will receive an email with a link, as shown below.

Click the link to activate your account and download files. Before you can download files, you must set a password for your account.

For security reasons, please do not close the browser window or navigate away from this page until you have configured your password.

If the ShareFile user does not permit users to set their own passwords, your password will be displayed here.

Once you have set your password and clicked Save, you can download files.

I closed the window before setting my password...what now?

Don't worry. Simply return to the original email message and click on the link again. Instead of a password configuration page, you will be shown the following:

This will also trigger a new email message. Check your Inbox for a new email message containing an activation code, as shown below. This code must be entered in the field shown above within one hour.

Why do I have multiple emails with activation codes? Which one should I use?

For clarity, let's review:

  • The first time you click the link in your message, you will be taken to the password configuration page shown further up in this section.
  • If you clicked the link but then didn't finish setting your password information, an activation code will be generated every time you click the link in the original email message.

In order to verify your account, you must use the most recent activation code in your Inbox.

Once you have verified your account, you will be able to access the link.

Related

File Box

Expire a Link

Request a File

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