Join us for a practical, scenario-based session designed to help users choose the right ShareFile workflow for the task at hand. Rather than focusing on individual features, we’ll follow a common customer scenario from initial file collection through collaboration and final delivery.
We’ll cover:
- Sending files securely versus relying on email attachments
- Requesting files from clients or external users
- Choosing between a shared folder and a one-time link
- Supporting recurring client or project collaboration
- Collaborating internally with editing and version control
- Knowing when a basic file exchange should become a more structured workflow
- Using tools such as tasks, e-signature, document requests, or client-facing workspaces where available
Attendees will leave with a simple decision framework for answering: “What is the best ShareFile workflow for what I’m trying to accomplish?”