ShareFile FAQ

ShareFile FAQ2018-11-12T15:37:48+00:00

ShareFile allows you to securely share documents with your CRI CPA, without having to worry about unsafe information transfers or file size restrictions. This platform easily integrates into your email and gives you the ability to send or request any size document, from anywhere, while also protecting your secure data. Serving as a virtual lockbox, ShareFile offers peace of mind when it comes time to send sensitive emails and attachments by providing you with bank-level encryption.

If you’re having trouble with a ShareFile process, check out our list below of frequently asked questions to help solve any common issues.

Activate an Account

1. When you receive a document for the first time through ShareFile, an account is created for you. You must activate your account in order to download any files from CRI. To activate, click on the link in the email that you received.

2. Enter your First name, Last name, Company and click Continue.

3. Your account username will be the email address at which you received the document. To finish creating your account, enter a password that meets all of the requirements listed. Click Save and Sign In at the bottom when you are done.

Set or Reset a Password

1. If you are having trouble remembering your login credentials, you have the option to reset your password. On the initial login page, click Forgot Password in the bottom right-hand corner.

2. When prompted, enter the email address at which you receive documents and requests from CRI. Click verification checkbox, and then click Send.

Upload a Secure Document

1. When you receive an email from a CRI user who is requesting files, you will need to upload all necessary documents. There are two methods of uploading secure files.

2. You will be required to enter Email, First Name, and Last Name on the ShareFile webpage. Click Continue once all required information has been completed. No login is required to submit the requested document.

3. You may be prompted to verify the email address to which you are sending the document. Enter the recipient email and click Verify. Drag and drop the files you wish to upload from your computer to the box on the screen. You also have the option to Browse Files from the documents on your computer.

4. Once you have uploaded all files that you wish to send, click “Upload” at the bottom of the screen.

5. Once your upload is complete, a success message will be displayed and you will receive an email confirmation receipt for your records.

 

Note: You are only able to access files that you have received, you are NOT able to view files once they have been sent.

Download a Secure Document via Email

1. You will receive an email when you have received files that are available for download. Click the Download Attachments link.

2. When downloading files, an account username and password are required. Your username is the email address at which you received the document.

3. Once you have logged in, you can review received documents. Click on the file to preview on screen or select which files you would like to download and click Download. The CRI sender will receive a notification once you have accessed the files.

Download a Secure Document via Web Account

1. When you log into your ShareFile account, you will be directed to a dashboard.

2. To access any documents or requests that you have been sent, choose Inbox on the left-hand side of your dashboard. All received files and download links will be accessible on the page. Click on any message to view the contents, download files, or respond to an upload request.