Tips for Getting Started with your ShareFile Account from our Training Experts

Our Account Services team was created in January, 2011 by Nick Woerner, who has been working with ShareFile since the spring of 2008. Nick saw an opportunity to raise the bar for service and developed Account Services to improve the availability and quality of training and ongoing, proactive support for ShareFile users.

Account Services representatives conduct daily training webinars and also one-on-one sessions for customers. The team has the opportunity to work with our new accounts and learn the reasons our customers chose ShareFile as a solution for their business. I recently asked two Account Services representatives, Alex Hofford and Amanda Rogers, about the features and benefits of a ShareFile account that are most helpful to people who are just getting started or looking to learn more. Below are some of the tips they shared.

What are the most common questions that you hear from new accounts?

FAQ- One of the most common questions I get from clients is “What is my client going to be able to see when they log in?”

Answer- While the specific answer to this question will be different with each account, the fundamental answer lies within our Folder Access permissions. With these options, the account administrator can control not only which folders each client user can see in the system, but also any download/upload capability and email notifications. These options create a level of customization so that you and your clients can get the most appropriate use out of our system.

FAQ- “How is the transfer secure if we send out an email with a link to download a file? What if the email gets intercepted?”

Answer- I often get asked this question, especially when going over the ‘Require user to login’ option within ‘Send a File’. I point out that if the user isn’t already created as a user on the account, the system will assign them a password. I get a lot of concern over the password coming out in the same email as the link to the file. There are measures that the administrator(s) can put into place within their account to add additional security. Our first recommendation is to create the person as user in the system and then grant them access to a folder in the account that has the material you would be sending to them. If the user is created in this way, then they will be required to log-in each time before they can access the folder. They will be sent a temporary system-generated password in an initial email and will be prompted to change that password as soon as they log-in the first time. Email notifications can be turned on, so that notification will be provided as soon as new files have been uploaded to the folder.

I’ve also helped accounts with their email templates so that a new user’s password won’t go out in an email. Some accounts even change the passwords for all users to the last four digits of their SSN (for those in Accounting and Financial industries) and then only say in the welcome email that their password is the last four digits of their SSN. I also refer those who ask these questions to the Reporting feature in their account and let them know that they can trace downloads to an IP address and location to determine who is doing the downloading/uploading of a file.

What are the most popular features with your accounts?

Alex: Across all of our accounts, we provide access to the Desktop Widget tool in order to provide easy access to the ShareFile account without having to utilize an internet browser. The Widget allows the user to see the folders and files they have access to in the ShareFile account, while providing a way to upload documents, send files, and create new folders/subfolders.

Many people tell me they like the Widget because of the ability to Drag-and-Drop files in and out of the Widget window. This is a very easy way to move a large number of folders and/or files at once from outside the client portal.

Amanda: The Outlook Plug-in—everyone loves how easy it is to use!

The Reporting page and tracking features are also very popular. All of the users on an account may not be in close proximity with each other. Our notifications, combined with the Activity Log available in each folder, help the Administrator know if their colleagues and clients are getting their work done. Many administrators like being able to check to see how many files have been downloaded and to know right away when that happens. They also like knowing that if there is ever a question about meeting a deadline, they can use the Reporting features to get a time stamp of their work.

What are the best ways to get help when you’re getting started with a new account?

Alex: The Help link in the top right corner of the ShareFile portal menu provides a variety of options to get our clients the help they need as quickly as possible. This page contains a search field for our Knowledge Base (a collection of articles detailing various aspects of our service), a link to chat live with our Support Team, and contact information for both the support team and your account manager. Using these tools, customers can get the answer they need in a variety of different ways.

Amanda: We broadcast a daily webinar, held during the week at 2PM EDT. Each account has a dedicated account manager, who serves as a point of contact for any questions that come up as you start using the service. Customers can also contact their account manager to schedule a free training session for themselves and their colleagues if the webinars are time conflicting or if they would like the ability to ask more questions during training.

Many thanks to Alex and Amanda for the expert advice on getting started with your ShareFile account! If you have any questions or would like any help getting started with your account, please feel free to contact us at

If you don’t have an account yet and would be interested in learning more about our service, check out our 30-day free trial at ShareFile.

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