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Upcoming Events and Webinars

Sep 08, 2021 • 12:00 PM On Demand

15 minute feature spotlight: ShareFile plugin for Outlook

Avoid email restrictions that hold your business back. Using the ShareFile plug-in for Microsoft Outlook, you will be able to send large files without any problems.
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May 04, 2022 • 12:00 PM On Demand

Tips for team collaboration in ShareFile

In this half hour webinar, you'll learn how to share files and folders like a pro, automate common feedback and approval processes and send finalized documents for signature.
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Jun 13, 2022 • 12:00 PM On Demand

Top 5 features to keep you secure with ShareFile

In this webinar, review how to enable advanced features such as authentication options using multi-factor authentication, using email encryption, and connecting with a Data Loss Prevention integration.
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Jul 19, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - July 19th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Jul 21, 2022 • 01:00 PM On Demand

Admin settings and features in ShareFile - July 21st

Ready to deep dive into the admin settings of your account and learn how to use advanced features like the User Management Tool? Join this webinar to learn from our experts how to best configure your account.
Watch Now New Users
Jul 27, 2022 • 12:00 PM On Demand

RightSignature 201

Join this webinar to learn about advanced RightSignature features including feedback and approvals, templates, admin settings and more! Speaker: Cord Wartman, Customer Success Engineer
Watch Now Advanced Users
Aug 04, 2022 • 03:00 PM On Demand

Get the most out of Podio to organize, communicate, and get work done

Run your business in the way that makes sense for your team with this flexible platform. From creating online forms with no code required, to organizing your team projects, learn how to best use Podio in this live webinar with our product experts.
Watch Now New Users
Aug 17, 2022 • 12:00 PM On Demand

ShareFile VDR Webinar - August 17th

Join us for this getting started webinar focused on ShareFile Virtual Data Rooms (aka VDR). From managing M&As to securing IPOs, a complete due diligence solution, ShareFile VDR can do it all. Jordan will teach you how to use ShareFile VDR dynamic watermarking, click trails, and view-only permissions to lock down data. We will also go over how this looks for your clients and their experience in your virtual data room.
Watch Now New Users
Aug 22, 2022 • 12:00 PM On Demand

Collaborate with your clients using ShareFile and eSignature

Organize, share, collaborate, and work smarter! Learn from ShareFile experts on how to best share and collaborate on files for the best client experience.
Watch Now New Users
Sep 07, 2022 • 01:00 PM On Demand

What's New and Cool in Sharefile - September 7th

Learn about the new features of ShareFile in this interactive webinar. We'll go over the new Microsoft Teams sharing integration, send for signature from anywhere, co-editing, and more!
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Sep 21, 2022 • 01:00 PM On Demand

Podio 101 - Let's start with the basics

Join us to learn the basics of Podio. If you're just getting started or want to make sure you are using your account correctly, join us to learn how Podio can transform how work is done with versatile forms, powerful data collection, and automated client and document workflows.
Watch Now New Users
Sep 27, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - September 27th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Sep 29, 2022 • 01:00 PM On Demand

Admin settings and features in ShareFile - September 29th

Ready to deep dive into the admin settings of your account and learn how to use advanced features? Join this webinar to learn from our experts how to best configure your account.
Watch Now New Users
Oct 11, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - October 11th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Oct 12, 2022 • 09:00 AM On Demand

Podio as a CRM

We often see CRM tools that are incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.
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Oct 18, 2022 • 12:00 PM On Demand

Getting started with RightSignature

How does RightSignature work? Great question! Join us for this webinar to learn the basics of RightSignature. We'll go over how to send a document for signature, create templates, and create a quick and easy experience for your clients.
Watch Now New Users
Oct 20, 2022 • 01:00 PM On Demand

RightSignature Experts: Packager and Bulk Send

Become the RightSignature expert you've always wanted to be! Join us for this live webinar to go over the advanced features of RightSignature including packager and bulk send.
Watch Now Advanced Users
Oct 27, 2022 • 01:00 AM On Demand

ShareFile Experts: Folder Structure and Data Best Practices

We all share files with people both inside and outside our company daily — it's the nature of the modern working world. We know it's important to protect our data or our clients' confidential data, but it’s cumbersome to know when and how to send files securely.
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Nov 29, 2022 • 12:00 PM On Demand

ShareFile Experts: Desktop and Other Apps | 12:00 - 1:00 pm EST

Consider yourself a ShareFile Expert? Join this webinar to learn about the desktop applications and email plug-ins that extend the value of your ShareFile account beyond the browser!
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Dec 06, 2022 • 12:00 PM On Demand

Getting Started with ShareFile - December 6th | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Dec 13, 2022 • 12:00 PM On Demand

Get ready for tax season! Have a smooth 2022 tax year with ShareFile and e-Signature - December 13th | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Jan 12, 2023 • 12:00 PM On Demand

ShareFile Experts: 3 best ways to collaborate with your clients - January 12th | 12:00 - 1:00 pm EST

Consider yourself a ShareFile Expert? Join this webinar to learn about the desktop applications and email plug-ins that extend the value of your ShareFile account beyond the browser!
Watch Now New Users
Feb 16, 2023 • 01:00 PM On Demand

ShareFile Accounting Experts: The top 5 features of our most active accounting firms

Watch Now Advanced Users
Feb 21, 2023 • 12:00 PM On Demand

Getting started with RightSignature

Learn how to send documents for signature that can save you time and money!
Watch Now New Users
Feb 23, 2023 • 11:00 AM On Demand

Podio Experts: What Counts in Accounting

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Feb 28, 2023 • 12:00 PM On Demand

ShareFile Getting Started - New Share Flow!

New to ShareFile? Learn how to best set up your account and complete basic tasks like a pro! We'll also go over the new way you share files in ShareFile!
Watch Now New Users
Mar 09, 2023 • 01:00 PM On Demand

ShareFile Experts: Are your emails secure?

Top 3 security features of ShareFile! We'll cover securely emailing with ShareFile, how-to manage your ShareFile inbox, and use our ShareFile Outlook Plug-in!
Watch Now New Users
Mar 14, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - March 14th | 12:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
Mar 15, 2023 • 01:00 PM On Demand

Podio Experts: How to automate your client intake process and more! with Joel Ordesky - March 15th | 1:00 pm EST

Filter through the mess and get to potential clients quicker! Save time, work smarter and get more work done!
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Mar 23, 2023 • 01:00 PM On Demand

RightSignature Experts: Templates and Beyond! - March 23rd | 1:00 pm EST

Become the RightSignature expert you've always wanted to be! Join us for this live webinar to go over the advanced features of RightSignature!
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Mar 28, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - March 28th | 12:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
Apr 06, 2023 • 01:00 PM On Demand

ShareFile Special Edition: Learn custom branding! - April 6th | 1:00 pm EST

Make your account feel like you! Learn custom branding tips and tricks from two ShareFile branding experts!
Watch Now New Users
Apr 11, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - April 11th | 12:00 pm EST

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! Have a burning ShareFile question? Ask our live Panelists during the webinar by posting in the Q&A!
Watch Now New Users
Apr 27, 2023 • 01:00 PM On Demand

ShareFile and the Modern Security Landscape Webinar! - April 27th | 1:00 pm EST

Join us for a webinar where we’ll discuss the best practices for securing your file sharing!
Watch Now New Users
May 11, 2023 • 01:00 PM On Demand

Beyond the Basics: Advanced Techniques for Getting the Most Out of ShareFile

New to ShareFile or just need to brush up on the basic features? Join our experts as we go over the basics of ShareFile. These include, folder creation, adding users, sending files, and more!
Watch Now New Users
May 23, 2023 • 12:00 PM On Demand

Getting Started with ShareFile

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
May 23, 2023 • 04:00 PM On Demand

Podio for Solar: Everything Under the Sun from Presales to Installation

Join us for an exclusive webinar on how Podio can revolutionize your solar business featuring Zooli's Jacquelyn May!
Watch Now New Users
May 25, 2023 • 01:00 PM On Demand

Efficient Collaboration: Mastering People and File/Folder Management in a Shared Environment"

During this webinar, we will explore the strategies and best practices for managing folders, files, and individuals within a shared environment.
Watch Now Advanced Users
Jun 06, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - June 6th | 12:00 pm EST

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
Jun 20, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - June 20th | 12:00 pm EST

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
There are currently no scheduled events or webinars. Please check back for upcoming dates.