Features include secure file sharing, automated workflows, file version history, e-signatures, customizable user permissions, and compliance support for various regulations.
Secure repositories for legal agreements, investment documents, compliance records, and firm governance materials.
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Data Encryption Files are encrypted at rest and during transmission. |
Marketing and documentation emphasize files are encrypted at rest and in transit to ensure security. | |
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Granular Access Controls Define user-level or group-level permissions for viewing, editing, or sharing documents. |
Customizable user permissions suggest granular access control capability. | |
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Role-Based Access Access permissions are managed based on organizational roles. |
Role-based permission management is a core feature advertised for ShareFile. | |
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Audit Trails Tracks every access and modification to documents for compliance and review. |
Audit and compliance support indicate presence of audit trails. | |
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Compliance Standards Support for frameworks like SOC 2, GDPR, HIPAA, or industry-specific rules. |
ShareFile advertises compliance features (e.g., HIPAA, GDPR, SOC 2). | |
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Multi-factor Authentication Requires multiple authentication methods for greater security. |
ShareFile includes multi-factor authentication as part of its security suite. | |
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Document Retention Policies Configurable rules for automatic document archival or deletion. |
Retention and deletion policies are configurable as per compliance documentation. | |
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Legal Hold Support Ability to prevent deletion of documents under legal scrutiny. |
No information available | |
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Redaction Tools Capability to redact sensitive sections within documents. |
Not as far as we are aware.* No explicit mention of in-platform redaction tools; primary features cited are file sharing and permissioning. | |
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IP Whitelisting/Blacklisting Restrict or allow access by IP address. |
IP whitelisting is mentioned as part of platform security capabilities. |
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Folder Hierarchies Supports nested folders for organizing documents by deal, fund, or entity. |
ShareFile supports folder hierarchies and customizable organizational structures. | |
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Tagging and Metadata Custom tags and metadata fields for easy search and classification. |
Users can tag and add metadata to files for easy search and classification. | |
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Advanced Search Full-text search, filter by metadata, and optical character recognition (OCR) for scanned documents. |
Advanced (full-text) search and filter functionalities are present in product details. | |
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Bulk Upload/Download Upload or download multiple files or folders at once. |
Bulk upload and download are standard ShareFile features. | |
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Version Control Retains document history and supports rollback to previous versions. |
Version history is referenced explicitly in marketing materials. | |
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Check-In/Check-Out Avoid conflicting edits with document locking for changes. |
Check-in and check-out functions for avoiding conflicting edits are available. | |
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Automated Folder Creation Automatically generate folder structures based on workflows or templates. |
Automated creation of folder structures is supported via templates and rules. | |
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Document Previews Preview contents of common file types within the platform. |
File previews are supported for major file types. | |
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File Size Limit Maximum file size supported per upload. |
No information available | |
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Total Storage Capacity Total storage available for the organization. |
No information available | |
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Document Templates Store and apply document templates for repetitive tasks. |
Document templates are used in ShareFile workflows. |
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In-Document Commenting Real-time comments and discussions within documents. |
In-document comments and discussions are part of workflow features. | |
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Task Assignment Assign review or approval tasks to individuals or teams. |
Task assignment and automated workflows are part of the platform. | |
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Workflow Automation Automate document routing, approvals, and notifications. |
Workflow automation (routing and approvals) is featured on the ShareFile site. | |
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E-Signature Integration Collect legally binding electronic signatures on agreements. |
E-signature integration is a core advertised product capability. | |
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Approval Chains Set up sequential or parallel approval requirements on key documents. |
Approval chains for sequential/parallel approvals are included in workflow automation. | |
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External Sharing Securely share documents with portfolio companies, investors, or legal counsel. |
External secure sharing with investors and legal counsel is one of ShareFile's main value propositions. | |
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Activity Notifications Email or system notifications for document actions and status changes. |
Activity notifications and event-based alerts are included. | |
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Watermarking Automatically watermark downloaded or shared files. |
Watermarking is listed as a security feature for shared/downloaded documents. | |
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Comment History Retain an audit trail of document comments and discussions. |
Comment history/audit on discussions. | |
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Co-authoring Multiple users can edit documents simultaneously. |
No information available |
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APIs Robust API access for custom integrations and automation. |
APIs for integration and automation are provided. | |
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CRM Integration Connects with commonly-used CRM systems for document syncing. |
Integration with Salesforce and other CRM tools is available via plugins. | |
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Accounting Software Integration Sync relevant documents with financial and accounting tools. |
No information available | |
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Portfolio Management Systems Integration Seamlessly attach or link documents to relevant entities in portfolio management software. |
No information available | |
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Single Sign-On (SSO) Supports SAML, OAuth, or other single sign-on protocols. |
ShareFile supports SSO via SAML and OAuth according to documentation. | |
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Cloud Storage Integration Integrates with cloud storage providers (e.g., Box, Dropbox, Google Drive). |
Cloud storage integration with providers like Box, Dropbox, and Google Drive is offered. | |
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Email Plugins/Add-Ons Save correspondence or attachments directly from email. |
Email plugins/add-ons for Outlook and Gmail to save attachments are available. | |
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Calendar Integration Link document-related milestones or signings to calendars. |
Calendar integration is included for e-signature and workflow deadlines. | |
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Custom Webhooks Trigger external workflows based on document events. |
No information available | |
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Bulk Data Import/Export Easily migrate documents to and from other platforms. |
Bulk data import/export features exist for migration. |
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Comprehensive Audit Logs Tracks all document activities and user actions for investigation. |
Comprehensive audit logs are referenced under compliance features. | |
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Customizable Reports Generate reports on access, version history, and compliance adherence. |
Customizable report generation for access and activity is available. | |
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Anomaly Detection Alerts about suspicious access patterns or downloads. |
No information available | |
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Exportable Audit Data Export logs and activity histories for review/audit. |
Exportable audit data (log exports) are available for compliance auditing. | |
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User Access Reports Report showing who has accessed which documents. |
User access reports (reporting who accessed which files) are provided. | |
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Retention Policy Reports Monitor compliance with document retention and deletion policies. |
No information available | |
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Time to Access Measurement of how long it takes authorized users to access a document. |
No information available | |
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Number of Audit Events Logged Tracks the number of auditable events per time period. |
No information available | |
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Automated Compliance Summaries Generate periodic summaries for regulatory compliance. |
No information available | |
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Role Change Logs Track changes to user roles and permission assignments. |
No information available |
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Intuitive User Interface Modern, clean, and easily navigable UI. |
Modern UI and top-level navigation are cited as part of the user experience. | |
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Multilingual Support User interface available in multiple languages. |
No information available | |
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Customizable Dashboards Personalized homepage and widgets for quick access. |
Customizable dashboards or homepage widgets are available in product configuration. | |
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Mobile App Availability Dedicated mobile apps for iOS and Android. |
Dedicated mobile apps for iOS and Android are cited. | |
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Mobile Web Interface Fully functional mobile-optimized web experience. |
Fully functional mobile web interface accessible on browsers is supported. | |
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Accessibility Compliance Meets WCAG or other accessibility standards (screen readers etc.). |
No information available | |
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User Onboarding Tools Tutorials, guides, and tooltips for new users. |
Onboarding guides, walkthroughs, and tooltips are part of user onboarding. | |
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Bulk User Invitations Invite and set permissions for multiple users at once. |
Bulk user invite and permissions setup available for admin onboarding. | |
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Theme Customization Adjust colors, logos, and branding for firm identity. |
Theme customization such as logo, colors, and branding is a supported feature. | |
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Keyboard Shortcuts Keyboard-friendly navigation and commands for power users. |
No information available |
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Document Checkpoints Define key milestones in the workflow (e.g., draft, negotiation, signed, archived). |
No information available | |
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Expiration/Renewal Alerts Automatic notifications for document expiry or renewal dates. |
Expiration and renewal reminders/alerts are supported in workflow management. | |
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Automated Review Scheduling Periodic review reminders for compliance or contract updates. |
No information available | |
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Lifecycle Status Tracking Status indicators for current state of each document. |
Status indicators and activity tracking provide lifecycle status tracking. | |
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Retention Schedules Preset retention timelines based on document type or jurisdiction. |
No information available | |
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Automatic Archival Moves documents to archive based on trigger (time, approval, etc.). |
Automatic archival is supported as part of document retention and lifecycle workflows. | |
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Ownership Assignment Assign document owners or stewards responsible for maintenance. |
Ownership assignment (file/folder owners) available in user management. | |
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Delegated Access for Transition Temporarily allow others to manage documents during onboarding/offboarding. |
No information available | |
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Bulk Lifecycle Actions Apply workflow status changes to multiple documents at once. |
Bulk status changes and lifecycle actions can be performed through admin controls. | |
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Linked Documents Associate documents that are related (e.g., amendments to original contracts). |
No information available |
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Uptime Guarantee Guaranteed percentage of availability uptime. |
99.9 Citrix ShareFile SLA indicates 99.9% uptime guarantee. |
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Disaster Recovery Automated data backup and quick disaster recovery procedures. |
Disaster recovery and backup procedures are part of Citrix compliance guarantee. | |
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Document Upload Speed Average speed to upload documents of typical size. |
No information available | |
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Document Download Speed Average speed to download documents of typical size. |
No information available | |
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Concurrent Users Supported Maximum number of users that can access the system simultaneously. |
No information available | |
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Data Replication Live replication of files across multiple regions or data centers. |
Files are stored and replicated to multiple data centers for redundancy. | |
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Scheduled Maintenance Notifications Informs users in advance about downtime or maintenance. |
Maintenance notifications are sent out to users. | |
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Automatic Load Balancing Balances requests to maintain quick response times under load. |
No information available | |
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Service Status Page Displays real-time system status and incidents. |
Service status page for ShareFile/Citrix Cloud is available. | |
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API Rate Limits Maximum number of API requests allowed per minute or hour. |
No information available |
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Transparent Pricing Clear, predictable pricing structure with no hidden fees. |
Transparent per-user/month pricing available on the website. | |
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Per-User Pricing Option Licenses based on user count. |
Pricing is based per-user as described on the pricing page. | |
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Unlimited Storage Option Availability of plans with no storage cap. |
No information available | |
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Tiered Feature Plans Different feature sets available at different price points. |
Feature plans are tiered (Standard, Advanced, Premium, etc.). | |
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Nonprofit/Education Discounts Available discounts for qualifying organizations. |
Discounts for nonprofits and educational customers are referenced under support FAQs. | |
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Annual vs. Monthly Billing Offers both billing frequencies. |
ShareFile offers annual and monthly billing options. | |
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Trial Availability Free or low-cost trials for evaluation. |
Free trial available for a limited period as noted on sign-up page. | |
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Self-Hosting Option Option to run the system on-premises for increased control. |
No information available | |
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Data Migration Support Assistance with moving documents from previous systems. |
Data migration support and services are offered during onboarding. | |
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Price Per GB/Additional Storage Pricing Additional cost per GB or TB of storage above plan limit. |
No information available |
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24/7 Support Availability Round-the-clock help via chat, phone, or email. |
24/7 support availability cited in customer support section. | |
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Dedicated Account Manager Assigned point-of-contact for support and escalation. |
Dedicated account management for enterprise plans. | |
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Service Level Agreement (SLA) Contractual guarantees of uptime and support response. |
SLA documents available for enterprise/paid tiers. | |
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Knowledge Base/Resources Extensive self-service documentation and tutorials. |
Detailed knowledge base and support resources online. | |
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User Community Forums Access to community-driven support and best practices. |
User community forums and support are part of customer resources. | |
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Vendor Financial Stability Evidence of vendor’s long-term viability. |
Citrix/ShareFile financials published as a major SaaS provider; recognized market stability. | |
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Customer References References from similar firms or industries. |
Customer references and testimonials from similar industries are published online. | |
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Onboarding Support Assistance with initial setup and deployment. |
Onboarding support for new customers is explicitly referenced. | |
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Product Roadmap Transparency Information on upcoming features and releases. |
No information available | |
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Industry Certifications Third-party certifications on security, availability, or compliance. |
ShareFile includes listing of industry certifications such as GDPR, HIPAA, and SOC 2. |
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Custom Metadata Fields Add fields or attributes specific to your firm's requirements. |
Custom metadata fields can be defined for organizational needs. | |
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Custom Workflows Configure workflows to match internal approval or review processes. |
Custom workflows for document sharing and approval are supported. | |
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Branding Customization Firm-specific logos, domains, and color schemes. |
Branding customization is provided through logo, color schemes, and domain branding. | |
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Configurable User Roles Define new user roles with tailored permissions. |
Configurable user roles are a core feature described within permissioning. | |
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Plugins and Extensions Support for third-party and custom-built plugins. |
No information available | |
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Custom Notification Rules Trigger alerts based on specific document events. |
No information available | |
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Scripting/Automation Support Built-in support for scripts or triggers for automation. |
No information available | |
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Document Layout Configurations Customizable document or report presentation for different document types. |
Document/report layout can be configured for different document types. | |
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Template Builder Create and manage document templates inside the platform. |
No information available | |
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Language Packs/Localization Ability to support new languages or regional settings on demand. |
No information available |
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