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
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.