Free Training

On-demand Training for Businesses

Become an expert on your schedule with our library of free training resources. If you have any questions, our technical support team is here to help 24/7.

GETTING STARTED

ShareFile 101: Getting started with the basics of ShareFile

35 Minutes

 

Just getting started? Check out this training to learn how to:

  • Log in to your account
  • Add users
  • Create and share folders
  • Email secure attachments
  • Set up your account as an administrator

RightSignature 101: Getting started with e-Signatures

40 Minutes

 

Just getting started with RightSignature? Check out this training to learn how to:

  • Build a document, create a template, and add field overlays
  • Sign documents with your fingertip, keyboard, or stylus
  • Access your signed documents from any device on-the-go
  • Get your documents back faster

ShareFile 102: Getting started with ShareFile and ShareConnect

25 Minutes

 

Do you have remote access for ShareFile? Specifically designed for users of ShareFile and ShareConnect, this training will show you how to:

  • Access your computer remotely
  • Access your client-owned computers
  • Transfer files between computers

ShareFile 103: Getting started with ShareFile and RightSignature

40 Minutes

 

Do you have e-signatures for ShareFile? Specifically designed for users of ShareFile and RightSignature, this training will show you how to:

  • Build documents for signature
  • Create templates
  • Send documents for signature
  • Adjust settings and branding

ADVANCED FEATURES

ShareFile 201: Shortcuts and Admin Settings

25 Minutes

 

Ready for more? Dive into the most popular ShareFile tools and apps for end users, as well as admin settings that make ShareFile easy for your team. Expect to learn about:

  • ShareFile email plug-ins
  • Desktop shortcuts
  • Uploading files from your website
  • Recommended admin settings. Jump to minute 16:00 for admin settings

INDUSTRY TIPS & TRICKS

ShareFile 301: Proven Tips for Accounting

35 Minutes

 

Maximize your investment with best practices for the accounting industry. Designed by businesses like yours, this training covers:

  • Creating a client portal
  • Emailing tax files safely
  • Integrating with your tax software
  • Using the Request List feature, created specifically for accountants!

ShareFile 301: Proven Tips for Architecture, Construction, and Engineering

30 Minutes

 

Maximize your investment with best practices for businesses in architecture, construction, and engineering. Designed by businesses like yours, this training covers:

  • Creating organized project folders
  • Using mobile apps in the field
  • Email plug-ins for ShareFile
  • Desktop shortcuts

ShareFile 301: Proven Tips for Healthcare

25 Minutes

 

Maximize your investment with best practices for the healthcare industry. Designed by businesses like yours, this training covers:

  • How to secure PHI and support HIPAA compliance
  • Two options to send encrypted messages
  • How to securely obtain documents from other groups
  • How to upload files directly to the cloud - without downloading them first

ShareFile 301: Proven Tips for Manufacturing

20 Minutes

 

Maximize your investment with best practices for the manufacturing industry. Designed by businesses like yours, this training covers:

  • Sending large files
  • Initiating design feedback and approvals
  • Exporting PDFs from proprietary software systems
  • Keeping local copies of your most frequently accessed files on any device

ShareFile 301: Proven Tips for Insurance

35 Minutes

 

Maximize your investment with best practices for the insurance industry. Designed by businesses like yours, this training covers:

  • Emailing encrypted documents from Microsoft Outlook
  • Secure storage
  • Common folder structures
  • Additional tools to save you time

ShareFile 301: Proven Tips for Financial

30 Minutes

 

Maximize your investment with best practices for the financial industry. Designed by businesses like yours, this training includes:

  • How to keep your data secure
  • Maintain FINRA compliance through archiving
  • Gain granular control of information
  • Securely transfer files
  • Itegrate with your CRM
  • Obtain key reports

ShareFile 301: Proven Tips for Real Estate

30 Minutes

 

Maximize your investment with best practices for the real estate industry. Designed by businesses like yours, this training covers:

  • Using mobile applications to store site photos and videos
  • Folder structures for document repositories
  • Transfering large files
  • Satisfying retention requirements

ShareFile 301: Proven Tips for Legal

25 Minutes

 

Maximize your investment with best practices for the legal industry. Designed by businesses like yours, this training covers:

  • Organizing case files in ShareFile
  • Meeting CFPB compliance standards
  • Capturing signatures
  • Connecting to 3rd party software

PODIO

Podio 101: Getting started with the basics

40 Minutes

 

Designed for administrators or end users, this training will help you get started with Podio, including:

  • Logging in to your account
  • Adding users
  • Creating workspaces
  • Configuring your administrative settings

 

 

 

Podio 201: Advanced features

50 Minutes

 

In this advanced Podio training, learn how to:

  • Use Podio for advanced workflows
  • Leverage the Podio API and extensions
  • Learn about advanced settings, templates, and more