Getting Started with Your Account - ShareFile

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Getting Started with Your Account

The below articles will help you get started using ShareFile. ShareFile can be used to easily and securely exchange files with anyone, anywhere online.

Getting Started Guide

A PDF detailing a collection of tips on the most popular features and tasks in ShareFile.

Collaborating on a Folder video Collaborating on a Folder video (2:56)

Basic Client Guide

This guide will help your external users get started using ShareFile. It will help them with downloading, uploading and receiving files.

How to Contact ShareFile Support

The ShareFile customer support team is available 24 hours a day, 7 days a week to answer your questions and assist you.

How to Log In to Your Account

Each ShareFile account has its own unique URL where users on that account can log in.

Browsers Compatible with ShareFile

All common, modern browsers are supported. This article provides a complete list.

Forgot Password?

If you have forgotten your ShareFile account password, you can reset it from your ShareFile account login screen.

Forgot Password video Forgot Password video (2:56)

Changing Your Password

To change your password you will login to your account and click on the My Settings link in the top navigation bar. You will then select the Change Password link.

Editing Personal Information video Editing Personal Information video (1:34)

How to Change Your Display Name

Your display name is the one that will appear in ShareFile, any emails sent and in reports.

Finding Your Subdomain

Each ShareFile account has its own unique URL that is generally in the format of https://yourcompanyname.sharefile.com.

Previewing Files

Some common file types can be fully previewed within the ShareFile web application without downloading. Any user with download permissions on a folder will also be able to preview files.

Previewing a File video Previewing a File video (1:04)

How Do I Upload a File?

To upload a file from your computer to ShareFile, first click on the name of the appropriate ShareFile folder.

Uploading a File video Uploading a File video (1:28)

What File Formats Can I Upload?

You can upload any file type to your ShareFile account. We have designed our service to allow you to send any format of data through ShareFile.

Upload Troubleshooting

Upload speeds and success rates are affected by several varying factors including Internet Service Providers (ISP), differences in network capability, and firewall or security settings.

How Do I Change My Upload Tool?

To change your upload tool click on the My Settings link in the navigation bar and select Edit Upload Preference. ShareFile offers three different methods for uploading files.

Editing Upload Preferences (1:55)

Java Uploader Tool

Your ShareFile account offers the ability to drag and drop files, upload files up to 10GB, and auto-resume uploads that may experience temporary packet loss. All three of these features are offered using our Java Uploader tool.

Enhanced Uploader

All ShareFile users are defaulted to use the Enhanced Uploader. This tool uses HTML5 however if your browser does not support uploading using the HTML5 Uploader, it will instead fall back to the Flash Uploader.

Download Troubleshooting

Download speeds and success rates are affected by several varying factors including Internet Service Providers (ISP), differences in network capability, and firewall or security settings.

How to Turn off Email Alerts

You may choose to turn off email alerts from ShareFile. To do so, click into the folder and at the bottom there will be a section to disable or enable upload alerts.

Turning off Email Alerts video Turning Off Email Alerts for Yourself (2:12)

Turning Off Email Alerts for Others video Turning Off Email Alerts for Others (1:03)

Turning on Thumbnail View

Thumbnail view allows you to show thumbnails of common files such as image, word processing, presentation and spreadsheet files.

Changing Your Email Address

In order to change your email address in ShareFile, you will first need to add the new email address as a secondary email address.

Editing Your Email Address video Editing your Email Address video (1:55)

Changing Your Time Zone in ShareFile

To change the date and time on your account, click on the My Settings link in the navigation bar. There will be drop-down menus on the left that allow you to change your time zone, daylight saving observance, date display, and time display.

What is the Maximum File Size I Can Upload?

The ShareFile system supports the upload and download of files up to 10GB in size, however, each ShareFile plan includes a monthly data transfer limit. If you exceed your limit you will be charged an overage fee.

Adding a Note

Adding a Note video Adding a Note video (1:19)

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