ShareFile User Guide
Altruic Advisors uses ShareFile to provide our clients with a simple method for viewing and sharing documents.
Log into ShareFile at https://altruicadvisors.sharefile.com/
How To Log In To ShareFile
Altruic Advisors will send you an email invitation to access ShareFile. Follow the instructions in that email to set up a password and activate your account.
After you create a password, you can log into ShareFile at any time at https://altruicadvisors.sharefile.com/.
If you forget your password, click “Forgot Password” to reset it. If you are still having trouble logging in, please notify your accounting team.
How To Navigate ShareFile
After logging into ShareFile, click on the Folders tab. Then click on the folder name to open it.
The contents of your ShareFile folder will vary depending on your engagement type and your user permissions. You may view or download any documents that the firm has shared with you.
Some clients may also be asked to upload documents to ShareFile. If you have permission to upload files, you will see an Upload To Firm folder. (You may want to click the star icon to “favorite” this folder for easy access.)
To upload a new file, open the Upload To Firm folder. Then simply drag-and-drop your files, or click the blue “+” icon and select “Upload.”
Your accounting team will be automatically notified when you upload items to ShareFile.
IMPORTANT: If you do not see the “Upload To Firm” folder, or you do not see a blue “+” icon, you do not have permission to upload files to ShareFile. Please contact your accounting team if you need upload permissions.
Personal Settings and Notifications
To adjust your ShareFile settings, click on the Personal Settings tab on the left-hand sidebar. You may change the following settings:
Update your password
Change your password or email address
Set up two-step verification with a mobile phone number
Customize the frequency of your email notifications
If you want to know when a new file is uploaded you can enable notifications on a folder-by-folder basis. To receive email notifications from ShareFile, open a folder and check the box that says “Email me when a file is uploaded to this folder.”
If you have any questions about using ShareFile, don’t hesitate to reach out to your accounting team!
More ShareFile Resources
ShareFile features industry-leading encryption and security protocols to keep your data protected. Click here to learn more about ShareFile's security and compliance.