Streamline Document Workflows
Take tedious busywork out of collaboration workflows for onboarding, policy creation, and e-signatures with clients. ShareFile makes it easy to share, request and collect, organize, request e-signatures, and get feedback or approval on documents so you can stay focused on what really matters.
Automate Key Workflows
Automate repeatable tasks and processes by building custom workflows to do the work for you. Time-intensive or manual processes can be deployed with a few clicks in ShareFile, improving the speed and accuracy of your service delivery.
ShareFile has been absolutely instrumental in our success and has highly increased our firm’s revenue by streamlining our processes, resulting in more time to focus on our clients instead of operations.
Automated Custom Workflows
Automate repeatable tasks and processes by building custom workflows. Time-intensive or manual processes can now be deployed with a few clicks, improving the speed and accuracy of your service delivery.
3rd party integrations
Make work flow even faster by auto-filling documents with data from third parties, like QuickBooks and Salesforce.
Task management
Stay on top of internal due dates with the help of task management. Easily create, assign, and track the status of tasks related to client projects, including whether they are in progress, completed, overdue, or yet to start. You can even create automated notifications for high-value tasks.
Accelerated Agreements for Client Onboarding
Use this feature to streamline onboarding and new service agreements. You can trigger this ready-to-use workflow to securely capture legally-binding signatures and onboarding documents.
Collaboration spaces
Make it easy for teams to find a document or comment related to a specific project. ShareFile lets you organize your documents, request lists, tasks, and conversations by project for better organization and collaboration.
Other Major Features
Control access to files
Single sign-on, multi-factor authentication, and granular permissions prevent unauthorized access and usage, while built-in security settings let you see when your files are being accessed and by whom.
Client portals
Create a seamless client experience to improve satisfaction. Streamline collecting data and exchanging it securely with a personal portal for every new and existing client.
Granular content access
Change folder and document access settings with a couple of clicks to facilitate confidential information.
External collaboration
Collaborate on legal documents easily and securely with external parties like customers, partners, and vendors.
Accelerate Agreements
Streamline onboarding and new service agreements with a built-in workflow. Trigger this ready-to-use workflow to securely capture legally-binding signatures and onboarding documents in a few clicks.
Automated Workflows
Utilize an easy-to-use workflow builder to create automations in repeatable processes, such as getting signatures on NDAs and service agreements, right inside of ShareFile.
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