ShareFile

Request a file

August 7, 2023

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Use the following instructions to request a file using ShareFile in Google Workspace.

Navigate to your Gmail account.
Select Compose to open up a new message window.
Select the ShareFile icon at the bottom of the new message window.
Select Share or request files using ShareFile.
Select Request files.
Select Edit options to set the request details.

The options screen displays.

You can review and set the following options:
- Access options:
  - Access expires - select from various expiration settings for recipients.
  - Who can access this link - select from the following:
    - Anyone (anonymous) - recipients can upload the file anonymously.
    - Anyone (name and email required) - Recipients can download the file.
    - Employee users (sign in required) - the recipient will be presented with a sign in screen. The recipient must be an existing employee user in the account to sign in. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
    - Client and employee users(sign in required) - the recipient is presented with a sign-in screen. The recipient must be an existing user (either an employee or client user) in the account to sign in and view the content. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.
- Notifications:
  - Check box for Notify me when files are accessed.
- Upload location - the default is set to your File Box but you can set another ShareFile folder for the requested file.
Once the options are set, select Insert request link at the bottom of the window.

The Gmail message then displays an Upload File link in the message.
Verify your receipients, the Subject, and optional message to requesting a file, then select Send.

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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Request a file

August 7, 2023

Contributed by:

August 7, 2023

Contributed by:

Request a file

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