What’s new in ShareFile: March 2025

As we turn the corner into spring, fresh opportunities for efficiency and collaboration are in full bloom at ShareFile. We have been busy the last three month preparing for the season of renewal by rolling out powerful enhancements designed to streamline your workflows and enhance productivity.

Missed some updates during the winter slump? No worries! We’ve put together a recap of all the new ShareFile features from the past three months. Dive in to find out what’s new with ShareFile:

Designed for efficiency

Feature:AI-Powered Document Summarization (beta)

What it does:

Transform lengthy documents into concise, actionable insights with a single click by summarizing key findings. Annotations highlight exactly where each insight comes from, making it easy to locate and explore details for deeper analysis—all in minutes instead of hours.

Benefits:

• Time efficiency: Instantly transform long documents into digestible summaries, saving hours of manual reading.
• Accuracy: Ensures critical data points are captured and highlighted, improving decision-making.

Feature: Search Improvements for Project Resources

What it does:

Users can now use the search bar in ShareFile to search for the following project resources: project names, document requests lists, and information requests. In addition to searching by text, users can filter by content type to make searching for a specific more item easier.

Benefits:

• Increased Productivity: Quickly locate project names, document requests, and info requests with the integrated search and precise filters.
• Enhanced Accuracy: Filter by content type to find the right information faster, reducing frustration and improving workflow efficiency.

Just what you need

Feature:Export Information Request Data

What it does:

Export multiple responses received from your clients in CSV format just by clicking on “export responses” in the Information Request Tab. Share, collaborate and analyze the exported response data to build actionable insights to serve your client’s specific needs.

Benefits:

• Increased Efficiency: Export client responses for efficient analysis, and this eliminates manual data compilation, saving significant time and effort.
• Seamless collaboration: Exporting Data facilitates free flow of information, giving greater control and flexibility in how you want to use, analyze the data received in the responses. It also empowers you to share data with colleagues, stakeholders, and transfer it to other platforms without any hurdles.
• Aids Effective Decision Making: Client Response data received through Information Request can now be analyzed their preferred data analysis tools and techniques to get actionable insights for decision making, tailored to your client's specific needs.

Feature:Auto Save and File Upload Capabilities in Information Requests

What it does:

Expedite your information collection process by including file upload capabilities in your own customized information request forms!

Don’t worry about the tedious form filling process for your client - the auto save capability in Information request saves the responses to the form fields in real time so the clients can fill fields in their own time, and they can come back later to complete the entire form when they are ready.

Benefits:

• Faster Data Collection: Drag and drop an upload file input and create customized information request form which enables client to submit documents directly securely.
• Intuitive Forms: Enhanced client experience where responses to the fields and forms are automatically saved and there is no loss of data.

Feature: Enhanced File Organization in Projects and Solutions

What it does:

Projects and solutions now feature a structured folder system with nested folders and breadcrumb navigation. You can now effortlessly organize, navigate, and manage files and folders, which is especially useful when handling long-term or multi-client engagements.

Benefits:

• Improved Organization: A clear, logical folder hierarchy ensures seamless file management, making it easier to track documents across complex projects (e.g., multi-year tax filings).
• Effortless Navigation: Breadcrumbs allow users to move between folders with ease, eliminating the hassle of searching for the right files.
• Enhanced Context & Clarity: Visual cues and structured grouping provide immediate insight into file placement, reducing confusion and improving workflow efficiency.

Learn more in our What’s New with ShareFile webinar on Mar. 12

Join us for our What’s New in ShareFile webinar on Wednesday, March 12, at 11 a.m. EST, where you’ll get all the details of our latest innovations and enhancements, and we’ll answer your questions. Register here!