Activate Your Client Portal

How to activate and sign into your ShareFile Client Portal for the first time

Follow these steps to activate your account and access your client portal for the first time:

Step 1: Open Your Invitation Email

Check your inbox for the ShareFile invitation email (this may come from Brooke, Trisha, or another team member).

Click “Activate Account”.

Step 2: Welcome Screen

Click “Continue” on the welcome page.

Step 3: Choose Sign-In Method

On the “How do you want to sign in?” screen:

Select “Create ShareFile password” (recommended).

Step 4: Create Your Password

Enter a password that meets the listed requirements (e.g., length, special characters).

Make sure it’s secure but easy for you to remember.

Step 5: Confirm Password

Click “Create Password” to proceed.

Step 6: Access Your Portal

After setting your password, your ShareFile Client Portal will open.

You can now upload, download, and manage your files.