ShareFile has created a training program for Sales Executives based on the company mission of raising the bar for customer service in the technology sector. ShareFile Sales University (SFSU) consists of a series of lessons and milestones guiding new employees from the very basics of ShareFile to in-depth case scenarios through critical thinking assignments and take-home work. With the goal of increasing employees’ knowledge on all product features and applications, attendees learn in a short time how to intelligently engage with customers to address their needs.
Need help getting started on your account? Or just have a few questions about features? Check out our Knowledge Base. Here you will find a Training Tutorial that will cover the overall basics if you are new to ShareFile. Also, you will find various helpful guides and specific tutorials so that you get the most out of your ShareFile experience. You may also browse through numerous articles by selecting a category from the drop-down box in the top navigation bar.
Another helpful tip: Our talented account managers provide FREE weekly product demonstrations that allow attendees a way to get their most essential questions answered. These live webinars are offered Monday-Friday at 2pm EDT. You can register easily by simply going to our Knowledge Base and selecting the day that works best with your schedule.
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One of the biggest requests we get from our accounting customers during tax season is to find a way to make it easier for you to integrate your Document Management System with your ShareFile account. Finally, ShareFile has a way to integrate these systems using our new ShareFile Sync tool making it quick and easy for you to upload your client’s tax returns to their ShareFile folders directly from your DMS.
ShareFile Sync allows you to sync up folders on your desktop with folder in your ShareFile account. Any files that you save into these folders will upload directly into your account without you having to first save them to your desktop. With ShareFile Sync, you can simply “Save As” or “Print To” directly from your DMS into the folders on your desktop and these files will become available to your clients the next time it syncs up, which is every 5 minutes.
If you are a new ShareFile user be sure to watch our informative training tutorial video on how to get started using your ShareFile account. The video contains all the information you need to get the most out of our secure file transfer services.
We also offer a free live demo with a talented ShareFile Representative weekly.
Visit our Training page here to stay updated on the latest ShareFile training sessions.