While many accounts take advantage of our complimentary custom branding, incorporating your brand identity doesn’t have to stop the day that you sign up for an account. There are many places that you can customize your account to ensure that the messaging in your account is consistent with your own company image and language.
Keeping your account up to date: Has your website changed since your account was customized? Our branding team can update your account branding whenever you have a new logo or website design to make sure that your ShareFile account is current and familiar to your clients. If you want to get an update, you can email firstname.lastname@example.org and let us know, and we can set this up for you. Customizing the look of your account is always a complimentary part of the service, so there’s no charge for the update, and we can usually display the new branding within one business day.
Feeling creative? You can also login to the account to update your own branding. Any employee user who has permissions to edit the branding can log in, click the ‘Admin’ link, and then click ‘Edit Custom Branding’ to use all of the same settings and options that our graphics team uses to update your account.
Including a message about your business in outgoing emails: There are two places where ShareFile inserts text about our service in outgoing emails. The first is the following paragraph, which is included in most emails that go out from our system:
ShareFile is a tool for sending, receiving, and organizing your business files online. It can be used as a password-protected area for sharing information with clients and partners, and it’s an easy way to send files that are too large to e-mail.
ShareFile has quickly become the premier solution for accounting firms around the country. As we continue to growing in the accounting and financial industry, ShareFile is always looking for new ways to improve our service and make it easier for firms to manage a diverse group of clients. With this in mind, we are happy to announce that folder templates are now available for our accounting customers!
Being new to the ShareFile team, I was very interested in the reports ShareFile has to offer. One of the features that I have not heard a lot of customers talk about is reporting so I thought it would be a great topic to write about.
ShareFile has robust reporting that can help your business save time, manage usage, and even help with Sarbanes-Oxley compliancy.
Once logged in, click on “Admin” in top right navigation bar, then click on “Reporting” in right navigation. This will take you to your Account Reporting Dashboard. You can see a high level view of your users, clients, storage space, and bandwidth usage.
Under “Details” click “+Create Report”
Report Number 5 – Usage Report. Check employee or client activity. This is also a great customer service tool. You can check to see which clients have downloaded, or not downloaded, the file you sent. If it has been several days and the file has not been downloaded, you can contact them to see if they need assistance. It is a great reminder to download the file and your client will appreciate the attention to detail. Usage reports can also be helpful audit tools. Have you ever had a client say that they didn’t receive information that you thought that they had, or wanted to double-check when a team member last updated a file? The Usage Report gives you facts such as the exact time and IP address where an upload or download took place to help answer any questions that may come up as a natural result of collaboration.
Last night, our ShareFile Development team pushed a new update live allowing for multi-level administration within ShareFile accounts. Multi-level administration is a concept and feature set that is built for companies that want to delegate and/or separate administrative function for employee users. The previous setting of “Admin” included a tremendous amount of functionality that was not always desirable for all administrative type users. For example, some users may only need to access billing while others should only be able to see the information but not edit preferences.
When creating new employees or editing current employees, you will be given a list of administrative options that can be enabled or disabled for a particular user. This page can be seen below:
More information about these permissions and how to update administrative options for your employees can be found through our Knowledge Base here.
If there are any questions or issues, please contact your Account Manager or our Support staff.
Throughout the month, our Development team continuously releases updates to our application to allow for increased ease of use for our ShareFile users. This month, we have made a number of enhancements within our ShareFile application to help make it easier for Administrators to manage their accounts. These enhancements include a new folder invitation beta feature, an update to the “Remember Me” check box on the login screen and the ability to create new account settings, including the limitation of file versions, creation of case-sensitive passwords and the limitation of IP addresses.
With ShareFile’s new folder invitation feature, folder administrators will be able to send a link granting full folder access to as many email recipients as they would like without having to set the users up with folder access first. This feature is designed to make it easier for folder administrators to grant access to folders to a large group of users. These invitations will allow interested parties to sign up for gain access to folders within a ShareFile account. At the same time, we have also made updates to the “Remember Me” check box on the Login screen of a ShareFile account. Now, the check box reads “Keep me logged in,” as opposed to “Remember Me;” by selecting this option, the ShareFile account will save the email address and password of the user so that it will be automatically filled in whenever you login using the same browser on your computer. For any new accounts opened on the 16th of May or after, the box will read “Remember Me,” but this box will only save the user’s email address, and not their password. This update is designed to improve security within an account because the user must enter their ShareFile password each time they login.
Accounts created prior to the 16th of May can also have this setting updated by contacting our Support team at email@example.com. Finally, this month, our Development teams made a number of new account settings available, including the ability to limit file versions, create case-sensitive passwords and limit IP addresses. In limiting file versions, administrators can change the number of copies of a file that will be saved as separate versions on a folder. Case-sensitive passwords can also be enforced on an account-wide basis and accounts may now also limit account activity to a given number of IP addresses. This allows accounts to limit file access and to discourage distribution to external users. To change both the password settings in your account or to limit the IP addresses accessing your account, please contact ShareFile Support at firstname.lastname@example.org.
Still have questions about ShareFile? Watch a short, but informative video on how ShareFile can help your business.
According to a new survey conducted by The Business Journals, small and midsized business owners are more connected than ever before to technology. The introduction of Apple’s iPad not only dominated consumer technology, but has also shifted the way SMB owners do their day-to-day jobs. The survey results show that in less than one year, 9 percent of business owners said they were using iPads. Simultaneously, the number of SMB owners using laptops and desktops dropped. More and more offices are moving toward the use of mobile applications on Smartphones and tablet devices. Interestingly enough, 31 percent of SMB owners are using mobile applications on Smartphones, cell phones, or tablet computers. This category was not even measured previously.
In response to the increase in mobile users, and to coincide with ShareFile’s mobile strategy, we have recently released mobile apps for Android and iOS (optimized tablet applications soon on the way). The applications allow customers to access their files on-the-go and even save downloads in a convenient folder on the account. We have seen and incredible adoption rate as more offices are going mobile. One ShareFile user says, “Fantastic app. One less reason to sit through start up on the PC. +1 for the Mobile Office.” Another user says, “Great app- the ability to manage users as well as files is superb.”