What’s new in ShareFile: September 2024

As summer winds down and we move into fall, it's the perfect time to reflect on the enhancements we've made to ShareFile over the past few months. Our team has been busy delivering new features and functionality to help your organization accelerate the efficiency of its workflows; deliver just what your clients need; and boost security and compliance so you can collaborate with confidence.

ShareFile has had so many exciting updates these past three months, and our quarterly “What’s New” blog series (and accompanying webinar) is your one-stop-shop to ensure that you’re up to date on the latest innovations and enhancements and that you’re getting the most out of your ShareFile experience.

Keep reading to find out what’s new in ShareFile:

Designed for efficiency

Enjoy seamless document-centric workflows in one place. ShareFile enables simplicity, organization, and increased visibility that can help improve time to service and bring together disparate processes.

Feature: Legal Client Intake and Engagement solution (beta)

What it does: ShareFile solutions are tailor-made to facilitate seamless end-to-end use cases for core legal processes. The first legal-specific solution — the Legal Client Intake and Engagement solution — helps to streamline client intake and interaction for any field of law. It brings together disjointed client processes such as onboarding, information gathering, discovery management, activity log reports, and secure client communication, and it enables seamless collaboration to deliver a consistent, simple client management experience during legal matters.

Benefits:

• Automates tedious client intake and onboarding tasks
• Enables you to manage client matters in one place
• Adapts seamlessly to your firm’s workflows

Feature: AI-powered document list generation(beta)

What it does: ShareFile users can leverage generative AI to create document list items. Edit and save items as reusable templates so you can save time, ensure consistency and standardization across the firm, and support scalability.

Benefits:

• Improve efficiency and productivity by significantly reducing the time and effort it takes for document collection.
• Effortlessly build document list collection templates that help you standardize and maintain the consistency of common processes.

Feature: Document request list templates

What it does: Templates ensure that document request lists are consistent and accurate every time you use them. Users can customize and save document request lists tailored to specific projects, clients, or purposes.

Benefits:

• Save time with document request list templates, reduce the likelihood of missing critical documents, and eliminate the need to recreate lists for recurring tasks.
• Reduce errors, streamline operations, and ensure your request the right information every time.

Built secure and compliant

Intuitive security automation from ShareFile can help your organization reduce security risks effortlessly and foster stronger data security processes and behaviors, without adding complexity.

Feature: Modernized ShareFile log-in page

What it does: This update provides a newly improved modern authentication experience and gives users flexible options for identity providers (IdP) and single sign-on (SSO).

Benefits:

• Improved page load time and universal login experience
• More flexible and secure authentication methods (OAuth 2.0 and OpenID Connect)
• Simplified configuration and administration experience

Feature: Automated threat detection

What it does: This feature leverages advanced machine learning models to detect usage pattern-based anomalies that indicate potential security risks. Once a threat is identified, the system proactively takes predetermined actions to mitigate the risk, protecting our platform and its users.

Benefits:

• Automatic protection: Proactive monitoring and automatic remediations to secure account from unauthorized use.
• Enhanced security: Timely alerts and a mandatory password reset to minimize threat impact.
• Flexible control: Admins can opt out of these features if preferred, allowing for tailored security.

Just what you need

With ShareFile, you can configure and customize your document workflows to fit seamlessly with the way your staff and clients prefer to work.

Feature: Conditional logic in information requests

What it does: With this feature enhancement for our existing information request in projects, users can create dynamic forms that show / hide sections based on conditions in the information request.

Benefits: Clients only see relevant fields when completing information requests, simplifying their experience. This gives clients a more personalized experience and helps save time by avoiding lengthy forms with questions that are irrelevant to your client.

Feature: File attachments in data tables

What it does: ShareFile data tables now support file attachment functionality. This allows users to upload files directly within data table records to enhance project management and workflow capabilities.

Benefits: ShareFile data tables combined with file attachments enable rich metadata and workflow capabilities such as status, due dates, ownership, approvals, invoice numbers, and more. Centralizing files within project records increases transparency, enabling all stakeholders to see the attached documents and understand their context within ShareFile projects.

Feature: Activity reports for projects and solutions

What it does: Project and solution owners can now run reports on all activities that have happened in a project or solution over the last 90 days to support auditing compliance needs.

Benefits: This feature helps organizations with strict compliance and data security needs by providing users access to activity logs that track content creation, deletion, viewing, sharing, downloading, and permission changes within the project or solution.

Learn more in our webinar

Join us for our “What’s new in ShareFile” webinar on Wednesday, September 25, at 10 a.m. EDT, where we’ll give you a deep dive into all the details of our latest innovations and enhancements and answer your questions. Register here!