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Create New ShareFile Employee with File Drop

Modified on: Thu, Feb 29 2024 12:33 PM


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26 STEPS

1. The first step is to open ShareFile Login and click Sign In

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2. Click Create New User

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3. Click Create Employee

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4. Type First Name: * and Press Tab

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5. Type Last Name: * and Press Tab

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6. Type Email Address: *

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7. Click Company:

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8. Click Enter Katz Sapper & Miller

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9. Scroll down and uncheck all but Use Personal File Box

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10. Click highlight

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11. Click highlight

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12. Scroll down and click Assign Folders

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13. Click Plus sign by Shared Folders

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14. Click FolderClients

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15. Click Next: Set Permissions

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16. Click Delete

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17. Scroll left and click Done

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18. Click Create & Continue

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19. Once created click Skip

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20. Click Settings

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21. Click Admin Settings

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22. Click File Drops

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23. Click KSM_FileDrop

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24. Click the 1st letter of the last name created

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25. Scroll down and click User you just created

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26. Scroll down and click Save Changes

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2123072/Create-New-ShareFile-Employee-with-File-Drop



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