Don’t compromise on collaboration
Collaborate without complexity
Work easily with people both inside and outside your organization. A single, secure solution lets you send, track, and sign agreements without getting tripped up by email attachment file size restrictions or incompatible tools. Clients get a convenient way to store, access, and approve financial documents through a personalized portal. Full visibility, bank-level encryption, and customizable security settings help you protect documents wherever and however they’re accessed and shared.
Work more efficiently
Accelerate turnaround time with a simple, shared collaboration experience. Instead of cluttering inboxes with back-and-forth discussion, a link provides immediate access to the latest versions, notes, and edits. Integrated e-signature enables you to send legally binding documents and have the signed version save to the same source folder. You’re always in control of exactly what clients can see—so your internal notes can remain confidential.
Use any device, anywhere
Let employees access all your data sources within a single, central location no matter what device or network they’re using. A few clicks or swipes provide instant access to files wherever they’re stored, including their native repository, OneDrive for Business, SharePoint, or Google Drive, and enable easy access on mobile or desktop devices. The freedom to work the way they choose—without the need for IT oversight—helps people become more productive.
The ease of use, the plugin and the remote access are what make ShareFile essential to our business.
Client portal
Give clients a great user experience with a secure file sharing portal that’s personalized with your own brand. Just share a link to enable easy real-time collaboration with outside partners on document edits and approvals.
E-signature and approval workflows
Eliminate tangled email threads and convoluted comments by gathering client feedback right on documents themselves. ShareFile makes it simple to provide, receive, and implement substantive edits to move projects forward more quickly. Clients can quickly sign documents and agreements with no logins required. Also, they can fill in and complete forms without having to print and scan.
Other Major Features
Office 365 Integration
Give users the flexibility to work where they choose. ShareFile lets them create, share, and collaborate easily whether they’re in the ShareFile interface, the Citrix Files app, or Microsoft Teams.
Online collaboration portal
Set up your own document sharing portal, complete with your company logo and color scheme, to make a strong impression with clients while working more efficiently.
Secure collaboration
Maintain security and confidentiality by deciding who can access what files, with what permissions. For added security, watermark documents with the user’s name or IP address to discourage unauthorized distribution.
Approval workflows
Make review and approvals the simplest part of your day with automated workflows and real-time document feedback.
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