ShareFile

Getting started with ShareFile - Account Representative

The following provides the steps necessary to complete the creation of your ShareFile account once you receive the confirmation email after speaking to your account representative.

Account-setup-email

  1. After receiving the email confirming your account, select Set up your account in the message.

  2. On the Welcome to ShareFile! page, complete the following items: - Select a region for your account. Answer the Protective Health Information question. For more information, see ShareFile account creation - Region Learn More. Region - Choose your subdomain. For more information, see Subdomain. Account-setup-email

  3. Select Create Account.

  4. Complete the personal information screen, then select Continue.

    Account-setup-email

  5. Create your password using the requirements listed then select Save and Sign In to access your ShareFile dashboard. For more information on ShareFile account passwords, see Security.

    password

The ShareFile dashboard displays.

Dashboard

ShareFile Auto-renew Policy

ShareFile accounts are set to auto-renew. To avoid being charged for an unwanted renewal, cancellation must be completed prior to the renewal date. Fore more information, see CSG TOS.

Getting started with ShareFile - Account Representative