Work easily with people both inside and outside your organization. A single, secure solution lets you send, track, and sign agreements without getting tripped up by email attachment file size restrictions or incompatible tools. Clients get a convenient way to store, access, and approve financial documents through a personalized portal. Full visibility, bank-level encryption, and customizable security settings help you protect documents wherever and however they’re accessed and shared.
Accelerate turnaround time with a simple, shared collaboration experience. Instead of cluttering inboxes with back-and-forth discussion, a link provides immediate access to the latest versions, notes, and edits. Integrated e-signature enables you to send legally binding documents and have the signed version save to the same source folder. You’re always in control of exactly what clients can see—so your internal notes can remain confidential.
Let employees access all your data sources within a single, central location no matter what device or network they’re using. A few clicks or swipes provide instant access to files wherever they’re stored, including their native repository, OneDrive for Business, SharePoint, or Google Drive, and enable easy access on mobile or desktop devices. The freedom to work the way they choose—without the need for IT oversight—helps people become more productive.
我们在建立客户关系工作非常努力and not everyone is tech savvy. So, ShareFile gives us an opportunity to deliver a consistent, fast, easy, and transparent experience that helps support our commitment to our clients and our partners.
Give clients a great user experience with a secure, dedicate portal that’s personalized with your own brand. With ShareFile’s client portal, you can improve your client’s experience while streamlining service times with a unified place for communication, collaboration, and document exchange.
ShareFile makes it easy to collaborate efficiently during the service lifecycle. By giving each client project its own dedicated space, service providers can manage multiple services at once with greater clarity and efficiency while delighting clients with increased visibility.
这个数字requ请求列表工具使文档ests and collection more efficient. With a simplified and secure process, users can collect documents with greater visibility, ease, and efficiency. ShareFile’s document request enables users to use one tool to request documents, assign tasks, track progress, and leave contextual comments to reduce back and forth communication.
Make work flow even faster by auto-filling documents with data from third parties, like QuickBooks and Salesforce.
Office 365 Integration
Give users the flexibility to work where they choose. ShareFile lets them create, share, and collaborate easily whether they’re in the ShareFile interface, the Citrix Files app, or Microsoft Teams.
Online collaboration portal
Set up your own document sharing portal, complete with your company logo and color scheme, to make a strong impression with clients while working more efficiently.
Document Requests and Collection
ShareFile’s digital request list tool makes document requests and collection more efficient. With a simplified and secure process, users can collect documents with greater visibility, ease, and efficiency. ShareFile’s document request enables users to use one tool to request documents, assign tasks, track progress, and leave contextual comments to reduce back and forth communication.
Approval workflows
Make review and approvals the simplest part of your day with automated workflows and real-time document feedback.
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