ShareFile for Sales

Get every deal done, faster

Business-class file sharing capability

Easily send and receive big files and large volumes of documents through existing email with no extra steps.

Secure and easy to use on any device

Accessible from anywhere using your smartphone or tablet, with the option to lock and wipe data remotely from any lost or stolen device.

Documents signed in minutes

Streamline document signing and the time spent waiting for completed paperwork by up to 93% with legally binding e-signatures.

Business-class data security

Keep employee and business information safe with bank-level data encryption and more than 25 customizable security settings. Give the right people the right level of access. Establish permission controls to grant or limit secure access to team members and clients. Be confident about compliance. Get expert support to help you maintain your SEC, HIPAA, FINRA and CFPB compliance.

Features for Sales Teams

Automated workflows

Boost efficiency and save time with guided feedback and approval workflows that you can customize and control.

Secure e-signing

Get tax returns, 8879s and other forms signed faster. Secure, IRS-accepted e-signatures delivered directly into your ShareFile account.

Microsoft plug-in

Securely send large files directly from Outlook. Plus, with expanded encryption capability, the entire body of your email is protected.

User control and access

Use workflow audit trails, configurable permissions and intuitive reporting tools to get insight into and control over who is accessing data and when. Add layers of protection to your account with two-step verification for account logins.

ShareFile Tools

ShareFile Sync

Sync all of your files automatically to the cloud and across devices so everyone has the most up-to-date information.

File check-in/check-out

Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.

Manage email attachments

Create secure links that make it easy to automatically share large files within Microsoft Outlook or from desktop, web and mobile.