ShareFile

Information requests

May 3, 2024

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Information requests are a tool to request and collect information securely and digitally. Information requests are found and initiated in the Projects tab in ShareFile Premium. The information request form helps the Service provider get specific and required information.

Creating Information requests in ShareFile Projects - service provider

Creating and assigning information requests on the service provider side is available in the Projects folder for the specific client under the Information requests tab. The following instructions provide the steps necessary to create information request forms and assign.

Navigate to Projects in your ShareFile account.
Select an existing project or select Create Projects. For these instructions, we selected an existing project.
Select Create an information request then Blank request from the dropdown.

The Create Information request popup displays.
In the Name field, type in a name for the request.
In the Description field, you can provide an optional description for the request.
Select a Due date from the dropdown calendar.
Select Create.

You are then redirected to the Information Request builder dashboard.
Select from the following fields to build out the request for specific information.
- Checkboxes - Use this field type to create lists of possible items for recipients to select from. Options include:
  - Question or Label for the Checkbox created.
  - Required checkbox to require the recipient to complete the requested information.
  - Hint text to assist in the defining of checkboxes.
  - Options allow you to name each of the checkboxes for more details.
  - Options Layout to choose either Horizontal or Vertical display.
- Date - Use this to require a date for when the information request was completed.
- Long answer (multi-line) - Use this field to allow the user to add as much information as need for the request. Options include:
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- Multiple choice - Use this field to allow the user to select between several options offered.
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
  - Options allow you to name each of the multiple choice items.
  - Options Layout to choose either Horizontal or Vertical display.
- Number - Use this field to allow the user to add a number. For example, the number of bedrooms in a real estate listing.
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- Short answer (single-line) - Use this field to answer a single question. Options include:
  - Required checkbox to require the recipient to complete the requested information.
  - Question or Label for the field created.
  - Hint text to assist the user in what kind of information is being requested.
- Display text - Use this field to enter a title or provide other information to assist the recipient in providing as much detailed information as required.
  - Display text enter the text to assist the recipient.
  - Text size select from Small, Medium, or Large.
Once you have completed the Build section, select Settings to review the field settings.
Select Preview to see how the request will look to the recipient.
Select Save.
Select X to go back to the project where the Information Request was initiated from.

Assign an Information request

Use the following instructions to assign an information request to a receipient.

Select the Project you want to send an Information request from.
Select Assign.

The Assign request popup displays.
Complete the requested fields then select Assign.

The Property Details information request assigned banner displays briefly and the request is sent to the assigned recipient.
Return to the to the project where the Information Request was initiated from to track the status of the request.

Assigned Information request - assignee

The following information provides you, the assignee, with the steps necessary to respond to an assigned information request.

Access your email to open the ShareFile Information Request message.
Once you receive a Information Request in your email, select Complete request.

Note:

You might be required to sign in.

Your ShareFile account opens to the projects page displaying the request.
Select Fill our form to fill the request.
Complete the information request form then select Submit.

The submitted displays. In order to edit any response, please contact the service provider.

Information request review - service provider

Tracking assigned information requests on the service provider side is available in the Projects folder for the specific client under the Information requests tab. The following instructions provide the steps necessary to open and review information requests completed by the assignee.

Navigate to the Information requests tab in the project.
Select the completed Information request from the list to open.

The Questions/Responses screen displays.
Select the Responses tab, then select Open.

The answers to the Information request display for review.

Delete an Information request

Use the following instructions to delete an information request.

Select the three vertical dots next to the Information Request you want to delete to open the menu.
Select Delete.
Confirm you want to delete the request by select Delete on the confirmation.

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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Information requests

May 3, 2024

Contributed by:

May 3, 2024

Contributed by:

Information requests

Creating Information requests in ShareFile Projects - service provider

Assign an Information request

Assigned Information request - assignee

Information request review - service provider

Delete an Information request

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