5 reasons you should use ShareFile Projects

ShareFile has changed a lot over the years, but we’ve always kept our focus on simple, secure collaboration. ShareFile Projects is a feature in ShareFile Premium plan that helps organizations improve workflows for clients, and internal users.

ShareFile Projects helps you collaborate with intent. Clients aren’t just dumping a file in a digital space, hoping it’ll get where it needs to go and to whom it needs to go (and that it’s the right file). With ShareFile Projects, users can track documentations with the visibility they need and collaborate securely in a single place. Take, for example, all those comments you get via email that you have to keep track of? Now, they live in Projects and are at your fingertips.

Here are five reasons you should use ShareFile Projects.

Stay organized

It’s hard enough to stay organized when collaborating internally. But working with clients, vendors, and other outside parties can get complex and frustrating when you’re using multiple tools to get things done or passing documents back and forth via email (and think of the security risks!).

Projects in ShareFile streamlines collaboration and helps you keep working moving forward. The process for collecting documents and information is clearly defined, and working in Projects means there’s less back and forth if a client or vendor gives you the wrong document. And there are many ways to collect / request information you need, no matter what type of data you’re seeking, all in one place.

Assign the permissions you want

Every organization keeps information that only a limited number of people should have permission to access. Not every employee needs to have access to every file, folder, or resource. And external users typically only need access to the spaces where they can take action like submitting documents and information and completing e-signature requests. The granular permissions available in Projects helps support the secure access to sensitive data that organizations need, without getting in the way of client experience.

Get the flexibility you need

Organizations often have to change the way they work when they integrate new technologies into their processes. ShareFile Projects supports the unique ways organizations work and interact with their clients and external partners. You can use the tool only with internal users or with the mix of internal and external users your organization needs. You get to decide. Organizations also have access to features like pre-built templates they can use out of the box or customize for their unique use cases (and they can create their own templates). That’s on top of capabilities like large-file uploads, customizable notifications, the ability to assign specific people to specific projects, and much more.

Customize templates and leverage AI

The ShareFile Catalog offers many project templates for you to choose from. We’ve worked to understand common use cases across industries and provide easy access to pre-built templates that can help keep your work moving forward.

But every project is different, and your technology shouldn’t create limitations in the ways you work. With ShareFile, you can customize your projects to meet your organization’s needs, whether you want to create specific fields to collect essential information or change the layout to make it easier to collaborate.

You can also leverage artificial intelligence (AI) to reduce the time it takes to build document requests. Just provide a prompt that outlines what you want and AI will automatically generate document request lists that fit your needs.

Stay in the loop with notifications

Projects have many moving parts, and sometimes it’s easy for information requests or deliverables to slip by collaborators. With ShareFile Projects, you can set up notifications to help keep your collaborators in the loop. Whether it’s an email notification in your inbox or an in-product message that flags an assigned task, ShareFile will help you keep your project moving forward.

Learn more about ShareFile Projects

You can find out more about ShareFile Projects in our product documentation and our FAQs, and you can watch the full webinar, where our ShareFile experts will walk you through how to create your first project. And don’t forget to visit our Events & Webinars page, where you can check out our upcoming webinars and view on-demand webinars.