How to Build Your Own ShareFile

Integrate ShareFile with Active Directory to enable single sign-on (SSO) for users with AD credentials

Automated threat remediation ensures constant protection against security risks, keeping your data safe without the need for constant manual intervention

Remotely lock and wipe encrypted ShareFile data from a lost or stolen device

Imprint unique information about the viewer on each viewed or downloaded document. Watermark references may include email address, IP information, date stamp, time stamp, first name, last name, company name or specific words

Email encryption protects both the message of your email and any attachments. Recipients can reply with encrypted email even if they aren't ShareFile customers

Send the same document to multiple signers individually, all in one send

Merge multiple documents and send it to the signer as a single package for signature

Create and manage structured requests for files, data, and to-dos

Request signatures, track progress, and see what's pending with integrated e-signature capabilities

Streamline the process of collecting client information inside of custom forms

A password-protected portal for secure collaboration. Advanced portal features real-time communication, progress tracking, reminders/notifications, and quick actions, in one platform

A password-protected portal for secure collaboration. Basic access includes file and folder access

Give clients a branded space to share files and complete tasks

Provide a secure URL link to upload files for any person you select or to add on a static page, simply and intuitively. Create a URL to send to the client, who can then drop files into the web page

Exceed client expectations with a unified onboarding process, including intake forms that simplifies engagements and creates an easy, integrated experience for clients

Easily archive files and access them when needed to keep regularly used folders organized

Generate a unique URL that employees and clients can use to quickly view shared documents or folders

Automatically sync files and folders across your entire company, with the ability to download previous file versions

Search for a document or folder name, as well as for words within documents

Securely exchange files internally and externally with encrypted file storage and sharing capabilities

Features to ensure readiness for M&A, audits, and litigation document sharing scenarios

NDA enforcement capabilities for secure confidential document sharing

Support HIPAA, FINRA and SEC regulatory compliance requirements

Manage files, signatures, requests, and to-dos as Projects with dedicated collaboration spaces

Dedicated collaboration spaces that house project-specific files, tasks, and comments for simplified client engagements

Create, assign, and manage tasks for a specific project

Create easy-to-start templates, including templates for documents, projects, tasks, document request lists, information requests, and data tables

Create a default subfolder structure that can be added to new or existing folders to allow for easy folder structure setup

Jumpstart client document and data collection with customizable PBC list and questionnaire templates to gather necessary documentation for tax returns without setup work

ShareFile can be accessed securely across devices, making it easy to view files and folders from any location

Access ShareFile across devices using the desktop or mobile application