https://www.sharefile.com/resource/customer-story/townebank Banking on security For Brian Reid, President of TowneBank’s Triangle market, technology needs to center on the customer, and it needs to be simple, secure, and reliable. That’s why ShareFile has become one of their most trusted tools. By spending less time on paperwork and manual tasks, TowneBank can focus on supporting its members and its communities. Hear from Brian on how TowneBank Triangle leverages technology to serve customers and the impact ShareFile has had for the bank. 2025-07-11T13:04:22Z https://i.ytimg.com/vi/Kpc2gEkhKmA/maxresdefault.jpg https://www.youtube.com/embed/Kpc2gEkhKmA https://www.sharefile.com/resource/customer-story/1st-step-accounting Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube.com/embed/g_ti4nt-kSc 1st Step Accounting finds operational success with ShareFile Nayo Carter-Gray, CEO of 1st Step Accounting, always wanted her firm to run efficiently and with technology at the core. So, when it became time in 2012 to choose a cloud-based solution that fit her motto of "making accounting a little less taxing,” ShareFile was the choice. When it comes time for requesting documents from clients, Nayo needed the client collection process and employee organization process to be simple, user-friendly, and duplicable. With ShareFile, this was possible. Clients can easily upload documents to the firm from the website and once uploaded, the team seamlessly organizes by client. “Our annual tax clients get overwhelmed with too much information, so we try to minimize interaction and be direct on what we need. Simplifying the view and the number of emails to them is a huge relationship builder.” -Nayo Carter-Gray, CEO, 1st Step Accounting 2025-09-15T09:05:52Z https://i.ytimg.com/vi/Io7nAQPKwOw/maxresdefault.jpg https://www.youtube.com/embed/Io7nAQPKwOw https://www.sharefile.com/resource/customer-story/hopscotch-music-festival ShareFile Stories - Hopscotch The Hopscotch Music Festival is an annual event that draws thousands of people to Raleigh, North Carolina, each September. With more than 120 bands, onboarding and managing everyone involved in the festival can get messy fast. Each party needs to sign agreements and exchange documents before being approved to participate in the festival. For Festival Director Nathan Price, ShareFile has helped his team stay efficient, limit errors, and improve the experience for vendors, bands, and festival goers. Watch to earn how the Hopscotch Music Festival team has benefitted from ShareFile. 2024-04-24T18:49:02Z https://i.ytimg.com/vi/iU3aWKBrbXk/maxresdefault.jpg https://www.youtube.com/embed/iU3aWKBrbXk https://www.sharefile.com/resource/customer-story/arcform-design-associates ShareFile Stories – Arcform Design Associates Learn how Daniel O’Brien, Principal at Arcform Design Associates, uses Sharefile to save time, work anywhere, and deliver incredible design projects for his clients. www.sharefile.com 2024-06-13T17:38:24Z https://i.ytimg.com/vi/7RdQl2UkidI/maxresdefault.jpg https://www.youtube.com/embed/7RdQl2UkidI https://www.sharefile.com/resource/customer-story/trademark-threads New Kensington-based sustainable workplace finds document workflow efficiency success Trademark Threads' successes: Reduced order errors to nearly zero with document feedback and approvals Transformed their entire order fulfillment process to be digital and paperless Reduced order fulfillment time by days Increased customer satisfaction from new efficiencies that resulted in customer loyalty 2025-07-11T13:03:10Z https://i.ytimg.com/vi/4ASe4bv_z-w/maxresdefault.jpg https://www.youtube.com/embed/4ASe4bv_z-w https://www.sharefile.com/resource/customer-story/empowering-nonprofits--how-jitasa-scales-impact-with-sharefile ShareFile Stories – Jitasa As one of the largest accounting firms representing solely nonprofits, Jitasa has scaled their ShareFile use to perfection. Learn how the Jitasa team leverages secure file sharing, e-signature, and AI to amplify their clients’ impact. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile #sharefile #accounting #nonprofit 2025-12-09T13:44:24Z https://i.ytimg.com/vi/m8hVFRGYPZA/maxresdefault.jpg https://www.youtube.com/embed/m8hVFRGYPZA https://www.sharefile.com/resource/customer-story/how-highmark-federal-credit-union-uses-sharefile-to-streamline-secure-file-sharing ShareFile: How Highmark Federal Credit Union Uses ShareFile to Streamline Secure File Sharing Important documents are needed at any moment in finance. See how Highmark Federal Credit Union leverages ShareFile for ad-hoc file sharing when it matters most. --- 🔗 Follow us on social. We’d love to hear from you! ▶️ LinkedIn: https://www.linkedin.com/company/sharefile ▶️ X: https://twitter.com/Sharefile ▶️ Facebook: https://www.facebook.com/Sharefile #ShareFile #mfa #clientexperience 2026-03-03T18:51:40Z https://i.ytimg.com/vi/tjl_LgXSdPM/maxresdefault.jpg https://www.youtube.com/embed/tjl_LgXSdPM https://www.sharefile.com/resource/customer-story/advos-legal-advos-pro ShareFile Stories – ADVOS legal & ADVOS Pro Discover how ADVOS enhances their client relationships using ShareFile's secure file sharing and collaboration tools. Hear directly from the ADVOS team as they share real-world insights on streamlining workflows, building trust, and driving growth in the legal industry. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile #sharefile #legal 2025-12-16T09:09:53Z https://i.ytimg.com/vi/2DhT5-CO2Ts/maxresdefault.jpg https://www.youtube.com/embed/2DhT5-CO2Ts https://www.sharefile.com/resource/customer-story/innovative-edge-processing--transforming-chaos-into-confidence ShareFile Stories – Innovative Edge Processing Gina Wariebi needed her mortgage processing business to scale with security and client experience in mind. In this story, hear from the owner and operator of Innovating Edge Processing as she shares how ShareFile became a lifesaver when she launched her company and began managing massive amounts of loan documents with ease. --- Follow us on social. We’d love to hear from you! 🔗 ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile 🔗 ShareFile on X: https://twitter.com/Sharefile #sharefile #mortgageprocessing #loanprocessing 2026-01-16T16:10:43Z https://i.ytimg.com/vi/9kzK7ca-6wM/maxresdefault.jpg https://www.youtube.com/embed/9kzK7ca-6wM https://www.sharefile.com/resource/videos/strategies-for-reducing-digital-friction-and-enhancing-client-and-employee-experiences Minimizing Digital Friction to Elevate Client and Employee Experiences Digital friction gets in the way of an organization’s ability to deliver exceptional client and employee experiences. It can start with a workflow that isn’t intuitive. Or a security feature that protects sensitive data but that leads to a poor user experience or tech overload. In this keynote session, Matt Geiger, Director of Sales for financial services at ShareFile, will shed light on the adverse impact digital friction can have on your employees and your customers, and how technology like ShareFile can help financial services organizations create seamless client experiences, enhance productivity, keep data secure, and get the most out of their technology investments. 2024-10-15T17:17:32Z https://i.ytimg.com/vi/trMHAKUPw1A/maxresdefault.jpg https://www.youtube.com/embed/trMHAKUPw1A https://www.sharefile.com/resource/customer-story/strategic-treasurer ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube.com/embed/DFaUNPu11eo https://www.sharefile.com/resource/customer-story/kwc-leverages-sharefile-for-seamless-client-communication-and-enterprise-grade-security ShareFile Stories - KWC Certified Public Accountants Discover how KWC leverages ShareFile for seamless client communication and enterprise-grade security—enhancing efficiency and trust. 2025-05-09T17:18:15Z https://i.ytimg.com/vi/0jcHzXC67Pg/maxresdefault.jpg https://www.youtube.com/embed/0jcHzXC67Pg https://www.sharefile.com/resource/customer-story/how-lbmc-modernizes-accounting-with-sharefile-software-and-an-ai-forward-approach ShareFile Stories – LBMC As a top 35 accounting firm in the US, LBMC prides themselves on a cutting-edge technology stack that can keep up with their innovation and leadership. With ShareFile, they have been able to scale to serve over 11,000 clients with ease and security. --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #Sharefile #Accounting #LBMC 2026-02-09T10:38:03Z https://i.ytimg.com/vi/WPhbtyk37as/maxresdefault.jpg https://www.youtube.com/embed/WPhbtyk37as https://www.sharefile.com/product-feature/email-file-encryption Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube.com/embed/W8FvyhePIqw Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W8FvyhePIqw https://www.sharefile.com/just-what-you-need Building a solution to power great client experiences ShareFile is evolving because our customers’ needs are evolving. In addition to secure document management, industries need tools to modernize the client experience. We’re building out features that streamline, simplify, and protect document and client workflows. Because when you don’t have to worry about security or efficiency, you can worry about your clients. Meet some of the engineering minds powering ShareFile’s evolution. Together, our engineers in Bangalore are building the next great client experience solution. 2023-09-01T15:11:48Z https://i.ytimg.com/vi/YL6_awNGX8E/maxresdefault.jpg https://www.youtube.com/embed/YL6_awNGX8E Building a solution to power great client experiences ShareFile is evolving because our customers’ needs are evolving. In addition to secure document management, industries need tools to modernize the client experience. We’re building out features that streamline, simplify, and protect document and client workflows. Because when you don’t have to worry about security or efficiency, you can worry about your clients. Meet some of the engineering minds powering ShareFile’s evolution. Together, our engineers in Bangalore are building the next great client experience solution. 2023-09-01T15:11:48Z https://i.ytimg.com/vi/YL6_awNGX8E/maxresdefault.jpg https://www.youtube-nocookie.com/embed/YL6_awNGX8E https://www.sharefile.com/product-feature/rapid-client-onboarding Accelerate Your Agreements: Customize Folder and Project Options with ShareFile! Discover the latest ShareFile feature that empowers you to specify custom folder/project names when sending accelerated agreements. Now, managing your agreements becomes easier than ever with ShareFile's enhanced customization options. 2023-08-29T15:09:02Z https://i.ytimg.com/vi/Z1Wbjw6IFqA/maxresdefault.jpg https://www.youtube.com/embed/Z1Wbjw6IFqA Accelerate Your Agreements: Customize Folder and Project Options with ShareFile! Discover the latest ShareFile feature that empowers you to specify custom folder/project names when sending accelerated agreements. Now, managing your agreements becomes easier than ever with ShareFile's enhanced customization options. 2023-08-29T15:09:02Z https://i.ytimg.com/vi/Z1Wbjw6IFqA/maxresdefault.jpg https://www.youtube-nocookie.com/embed/Z1Wbjw6IFqA https://www.sharefile.com/secure-file-sharing-software-business Effortlessly secure files with AI-Driven Secure Share Recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-09-24T23:34:19Z https://i.ytimg.com/vi/jAK3lw6W-Ww/maxresdefault.jpg https://www.youtube-nocookie.com/embed/jAK3lw6W-Ww https://www.sharefile.com/industry/legal What can ShareFile do for legal professionals? Legal pros keep things in check for clients, managing mountains of documents and tedious work. That's what ShareFile software is for — keeping your work flowing with more than just file sharing. It's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows built for legal pros. 2025-09-15T09:06:16Z https://i.ytimg.com/vi/BDohGSWVCWs/maxresdefault.jpg https://www.youtube.com/embed/BDohGSWVCWs What can ShareFile do for legal professionals? Legal pros keep things in check for clients, managing mountains of documents and tedious work. That's what ShareFile software is for — keeping your work flowing with more than just file sharing. It's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows built for legal pros. 2025-09-15T09:06:16Z https://i.ytimg.com/vi/BDohGSWVCWs/maxresdefault.jpg https://www.youtube-nocookie.com/embed/BDohGSWVCWs https://www.sharefile.com/send-large-files Effortlessly secure files with AI-Driven Secure Share Recommender Discover how ShareFile's innovative AI technology simplifies the process of ensuring data security while enhancing workflow efficiency and building client trust with its Secure Share Recommender feature. Seamlessly integrating into your workflow, this feature analyzes file content to identify sensitive Personal Identifiable Information (PII) and recommends secure sharing options tailored to your needs. 2024-09-24T23:34:19Z https://i.ytimg.com/vi/jAK3lw6W-Ww/maxresdefault.jpg https://www.youtube-nocookie.com/embed/jAK3lw6W-Ww https://www.sharefile.com/product-feature/digital-document-requests-list Simplify document collection workflows with AI powered Document Request List Generation Stop chasing documents and start serving clients faster with one powerful tool to complete the document collection process from start to finish. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube.com/embed/NOkeWniS2zQ Simplify document collection workflows with AI powered Document Request List Generation Stop chasing documents and start serving clients faster with one powerful tool to complete the document collection process from start to finish. 2024-07-31T14:12:59Z https://i.ytimg.com/vi/NOkeWniS2zQ/maxresdefault.jpg https://www.youtube-nocookie.com/embed/NOkeWniS2zQ https://www.sharefile.com/industry/accounting Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube.com/embed/g_ti4nt-kSc Why ShareFile for accounting? ShareFile software — it's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows. 2025-09-15T09:05:42Z https://i.ytimg.com/vi/Y7nXmY5P5F8/maxresdefault.jpg https://www.youtube.com/embed/Y7nXmY5P5F8 Accelerating 1st Step Accounting with ShareFile See how Nayo Carter-Gray, CEO of 1st Step Accounting, has improved her client workflows with ShareFile. 2023-10-18T17:35:18Z https://i.ytimg.com/vi/g_ti4nt-kSc/maxresdefault.jpg https://www.youtube-nocookie.com/embed/g_ti4nt-kSc Why ShareFile for accounting? ShareFile software — it's designed to automate everyday tasks, make onboarding smoother, deliver customizable tools, while keeping client data secure. ShareFile: document sharing, e-signing and workflows. 2025-09-15T09:05:42Z https://i.ytimg.com/vi/Y7nXmY5P5F8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/Y7nXmY5P5F8 https://www.sharefile.com/product-feature/income-tax-return-solution Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube.com/embed/09X3kgcQxuE Streamline Tax Prep with ShareFile’s Income Tax Return Solution Streamline the client engagement process for individual and business tax returns, from onboarding to gathering the documents required for the return to signing 8879 forms. 2024-10-30T10:00:01Z https://i.ytimg.com/vi/09X3kgcQxuE/maxresdefault.jpg https://www.youtube-nocookie.com/embed/09X3kgcQxuE https://www.sharefile.com/industry/finance ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube.com/embed/DFaUNPu11eo What can ShareFile do for finance professionals? With user-friendly workflows and world-class security, you’ll find new ways to exceed client expectations. 2024-10-15T18:35:12Z https://i.ytimg.com/vi/DNzmtMCnhWU/maxresdefault.jpg https://www.youtube.com/embed/DNzmtMCnhWU ShareFile Stories - Strategic Treasurer Strategic Treasurer had a problem: Its team was spending hours upon hours requesting client documents. Many of the documents were too large to send by email, forcing the team to call each client multiple times throughout the process. Strategic Treasurer’s team now saves at least 1,000 hours a year using ShareFile. The time efficiencies allowed employees to focus on client relationships and business growth. Watch to learn how ShareFile can become “an essential and comprehensive tool” for your business. 2023-05-30T20:01:46Z https://i.ytimg.com/vi/DFaUNPu11eo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/DFaUNPu11eo What can ShareFile do for finance professionals? With user-friendly workflows and world-class security, you’ll find new ways to exceed client expectations. 2024-10-15T18:35:12Z https://i.ytimg.com/vi/DNzmtMCnhWU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/DNzmtMCnhWU https://www.sharefile.com/partners Let's work better together Cardenas IT Consulting prioritizes secure data access and an intuitive, seamless interface when evaluating technology solutions for their customers. Watch the video to learn more about how ShareFile and Cardenas IT Consulting partner together to keep work flowing. 2025-07-11T13:03:41Z https://i.ytimg.com/vi/d7Dq6LHNXJU/maxresdefault.jpg https://www.youtube.com/embed/d7Dq6LHNXJU Let's work better together Cardenas IT Consulting prioritizes secure data access and an intuitive, seamless interface when evaluating technology solutions for their customers. Watch the video to learn more about how ShareFile and Cardenas IT Consulting partner together to keep work flowing. 2025-07-11T13:03:41Z https://i.ytimg.com/vi/d7Dq6LHNXJU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/d7Dq6LHNXJU https://www.sharefile.com/plans/sharefile-premium Grow Your Business with ShareFile's AI-Driven Workflows Growing your business shouldn't mean growing your overhead and it shouldn't be weighed down by busy work and disjointed tools. Growth should be seamless with AI-driven workflows built for the way you work. Automate onboarding and document collection. Leverage AI to support secure collaboration and instantly uncover document insights. Fewer costs, fewer manual tasks, more time for what matters. Progress ShareFile — AI-powered document sharing, e-signing and workflows. 2025-09-15T09:05:48Z https://i.ytimg.com/vi/fBLnVL9jn1Q/maxresdefault.jpg https://www.youtube.com/embed/fBLnVL9jn1Q https://www.sharefile.com/designed-efficiency Meet ShareFile's Engineering Team Our engineers are empowered to innovate and are focused on building a product that will help people work better together. Hear from our engineering team on how they are building the future of ShareFile. #TeamShareFile #ShareFileProud 2023-06-27T17:50:13Z https://i.ytimg.com/vi/x7qAhV-IN7A/maxresdefault.jpg https://www.youtube.com/embed/x7qAhV-IN7A Meet ShareFile's Engineering Team Our engineers are empowered to innovate and are focused on building a product that will help people work better together. Hear from our engineering team on how they are building the future of ShareFile. #TeamShareFile #ShareFileProud 2023-06-27T17:50:13Z https://i.ytimg.com/vi/x7qAhV-IN7A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/x7qAhV-IN7A https://www.sharefile.com/product-feature/custom-workflow-automation Streamline your client emails! Save valuable time and focus on what truly matters – providing exceptional service to your clients. Sharefile's new email action is the ultimate solution to enhance your workflow. Watch our demo to see how personalized welcome emails are effortlessly sent to clients fostering better client relationships and trust. 2023-08-21T17:51:25Z https://i.ytimg.com/vi/IEQIls21L2U/maxresdefault.jpg https://www.youtube.com/embed/IEQIls21L2U Streamline your client emails! Save valuable time and focus on what truly matters – providing exceptional service to your clients. Sharefile's new email action is the ultimate solution to enhance your workflow. Watch our demo to see how personalized welcome emails are effortlessly sent to clients fostering better client relationships and trust. 2023-08-21T17:51:25Z https://i.ytimg.com/vi/IEQIls21L2U/maxresdefault.jpg https://www.youtube-nocookie.com/embed/IEQIls21L2U https://www.sharefile.com/training ShareFile: Getting Started with e-signatures Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2022-05-05T03:38:37Z https://i.ytimg.com/vi/5ZtuU9lG-WQ/maxresdefault.jpg https://www.youtube-nocookie.com/embed/5ZtuU9lG-WQ ShareFile Webinar: Edit Company Branding! Make your account feel like you! Learn custom branding tips and tricks from ShareFile branding experts! Music by Joystock - https://www.joystock.org 2023-04-10T13:00:28Z https://i.ytimg.com/vi/QbwmkbbW8vM/maxresdefault.jpg https://www.youtube-nocookie.com/embed/QbwmkbbW8vM The Next Generation of ShareFile Co-editing Webinar! We cover: -Increased file sizes now available for editing -Creating shareable links directly from an editing session -Enabling "Add a Place" in your local Office applications -Transition from web app editing to local desktop editing  -Open a ShareFile file right from your local Office application -Use ShareFile for Windows to enter an edit session seamlessly 2023-08-10T23:00:08Z https://i.ytimg.com/vi/CrEvMMHV_Ao/maxresdefault.jpg https://www.youtube-nocookie.com/embed/CrEvMMHV_Ao ShareFile Experts Webinar: Are Your Emails Secure? Music by Joystock - https://www.joystock.org 2023-03-17T18:00:27Z https://i.ytimg.com/vi/ccSem024NFo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/ccSem024NFo Become proficient at user and file management with a dash of collaboration! During this webinar, we explore the strategies and best practices for managing folders, files, and individuals within a shared environment. Learn how to assign appropriate roles and permissions, delegate responsibilities, and foster a culture of accountability to optimize productivity. Discover how to leverage user management features to streamline collaboration, ensuring the right people have access to the right information at the right time. 2023-05-26T13:15:06Z https://i.ytimg.com/vi/zzW5c9wD8hI/maxresdefault.jpg https://www.youtube-nocookie.com/embed/zzW5c9wD8hI How to Find the Files Your Clients Send You and More! Topics covered in this video: File Box -What is the File Box? -File Box use cases Inbox and Sent Messages - Accessing specific users content and share links Folder Invitations - Invite users to sign up for access to a folder on your account Folder Templates - Create a default set of subfolders that can be added to new or existing folders Reporting - How to run a report - How to setup a recurring report - Types of ShareFile Reports And more! 2023-07-27T22:15:02Z https://i.ytimg.com/vi/W2NH8IjQ_70/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W2NH8IjQ_70 ShareFile Webinar: Get Started and Learn the Fundamentals! Topics covered: •How-to access your ShareFile instance •Understanding your dashboard and navigating the interface •Let’s get to sharing and requesting files! •Managing your shares and your inbox •Managing folder access – setting user access and permissions •Changing personal settings with-in ShareFile •ShareFile Apps (Desktop, Outlook, and Mobile) 2023-03-29T16:52:44Z https://i.ytimg.com/vi/NZIr48pXUIU/maxresdefault.jpg https://www.youtube-nocookie.com/embed/NZIr48pXUIU How to add client users! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-08-25T22:29:29Z https://i.ytimg.com/vi/CMelmLGgRjA/maxresdefault.jpg https://www.youtube-nocookie.com/embed/CMelmLGgRjA How to add employee users! In this video you'll learn how to create a new employee user. To learn more click on this link: https://docs.sharefile.com/en-us/sharefile/configure/people-settings/people.html#manage-users-home 2023-08-18T21:36:19Z https://i.ytimg.com/vi/VJf6NNMcGO8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/VJf6NNMcGO8 How to share a file via a link! This video will show you how to share a file via a link in ShareFile — after all we have a company name to live up to! 2023-07-25T13:35:25Z https://i.ytimg.com/vi/cZGqic_Ku0A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/cZGqic_Ku0A I was sent a file via ShareFile, now what?! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-09-07T16:11:03Z https://i.ytimg.com/vi/BGzgLrBIPU8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/BGzgLrBIPU8 How to request a file using ShareFile! This video will show you how to request a file via a "get-a-link" in ShareFile! 2023-08-02T21:31:57Z https://i.ytimg.com/vi/aIuSpYneIPo/maxresdefault.jpg https://www.youtube-nocookie.com/embed/aIuSpYneIPo How to upload a file to ShareFile! Learn how to get the most from ShareFile. Watch videos, join webinars, and discover tips on file sharing, user management, e-signatures, and more. 2023-09-07T13:31:06Z https://i.ytimg.com/vi/YKz508ojE-A/maxresdefault.jpg https://www.youtube-nocookie.com/embed/YKz508ojE-A https://www.sharefile.com/product-feature/data-access-and-control Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube.com/embed/W8FvyhePIqw Learn how to safeguard your data and empower your users to collaborate securely. Hybrid work environments and remote users can put your business data at risk. That’s why it’s important to keep valuable information protected and empower workers, clients, and partners with secure collaboration tools. Discover solutions that can help you: · Protect confidential data from unauthorized users and meet regulatory requirements · Give employees access to simple, secure collaboration tools to streamline productivity · Add e-signature capabilities to any shared document or contract 2022-12-07T20:15:08Z https://i.ytimg.com/vi/W8FvyhePIqw/maxresdefault.jpg https://www.youtube-nocookie.com/embed/W8FvyhePIqw https://www.sharefile.com/small-business What can ShareFile do for small businesses? ShareFile offers the simplicity, security, and seamless collaboration small businesses need to deliver an exceptional client experience. www.sharefile.com 2024-10-15T18:20:39Z https://i.ytimg.com/vi/MHB4IKcWtT0/maxresdefault.jpg https://www.youtube.com/embed/MHB4IKcWtT0 What can ShareFile do for small businesses? ShareFile offers the simplicity, security, and seamless collaboration small businesses need to deliver an exceptional client experience. www.sharefile.com 2024-10-15T18:20:39Z https://i.ytimg.com/vi/MHB4IKcWtT0/maxresdefault.jpg https://www.youtube-nocookie.com/embed/MHB4IKcWtT0 https://www.sharefile.com/product-feature/ai-driven-workflows AI-Driven Workflows with Progress ShareFIle Growing your business shouldn't mean growing your overhead. Growth should be seamless with AI-driven workflows built for the way you work. Progress ShareFile AI-powered document sharing, e-signing and workflows. 🔗 Get started here: https://www.sharefile.com/product-feature/ai-driven-workflows #ShareFile #AI #Workflow 2025-10-28T12:45:19Z https://i.ytimg.com/vi/Y9S7tbfwbxI/maxresdefault.jpg https://www.youtube.com/embed/Y9S7tbfwbxI https://www.sharefile.com/product-feature/dedicated-collaboration-spaces ShareFile's AI-powered Document Assistant ShareFile users can instantly analyze large documents, extracting key insights with a single click or query. ShareFile's AI document assistant is one tool for extracting insights that provides precise answers from a document to exact questions to help shortcut for what the user needs. ➡️ Read more about the AI Doc Assistant here: https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/ai-doc-qa --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #sharefile #AI #documentworkflow 2025-07-08T12:12:21Z https://i.ytimg.com/vi/GFio4vIoYP8/maxresdefault.jpg https://www.youtube.com/embed/GFio4vIoYP8 ShareFile's AI-powered Document Assistant ShareFile users can instantly analyze large documents, extracting key insights with a single click or query. ShareFile's AI document assistant is one tool for extracting insights that provides precise answers from a document to exact questions to help shortcut for what the user needs. ➡️ Read more about the AI Doc Assistant here: https://docs.sharefile.com/en-us/sharefile/sharefile-app/sharefile-web/ai-doc-qa --- 🔗 Follow us on social. We’d love to hear from you! ShareFile on LinkedIn: https://www.linkedin.com/company/sharefile ShareFile on X: https://twitter.com/Sharefile ShareFile on Facebook: https://www.facebook.com/Sharefile #sharefile #AI #documentworkflow 2025-07-08T12:12:21Z https://i.ytimg.com/vi/GFio4vIoYP8/maxresdefault.jpg https://www.youtube-nocookie.com/embed/GFio4vIoYP8