Woltman Group ShareFile Client Portal
To access our ShareFile client portal, visit https://woltmangroup.sharefile.com or click the button below.
The ShareFile portal allows you to securely send & receive files using a web browser on a PC or get their mobile app for on-the-go convenience! If you don’t have a ShareFile portal, please let a member of your service team know and we will set-up one for you.
If you’ve set-up your account but don’t know your password, please use the “Forgot Password” link to set a new password.
More about the ShareFile Client Portal
Your home page should have a list of one or more folders. Click the folder you wish to upload your file to and then click the “Upload Files” link toward the upper right of the page. Next, click the “Choose Files” button to browse for the file(s) you want to upload, or you can drag and drop files into the box with the watermark that says “DRAG FILES HERE.” You can choose more than one file to upload at once. Once you’ve chosen the files you wish to upload, click the “Upload Files” button and you’re done.
Why use something like ShareFile? Can’t I just send you my documents via regular email?
You can, but it’s probably not a good idea. Regular, unencrypted email is not a secure way to send us your data. And while the most secure method of sending us your documents is generally in-person delivery, we understand that’s not always convenient for our clients, or even possible. So we provide ShareFile as an easy, next-best alternative for sending documents securely.
