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ShareFile

Secure document workflow and file sharing software for teams that work with clients

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ShareFile is a cloud-based document workflow platform that brings secure file sharing, client portals, e-signatures, form collection, and workflow automation into a single governed workspace. It is designed to replace email-based document exchange with structured processes for collecting files, routing approvals, and tracking activity. RightSignature's e-signature capabilities are being consolidated into ShareFile, so signature collection and document management are handled within the same tool.

Core capabilities include file management with encryption, sync and versioning, secure file sharing via hyperlink, a client collaboration portal, integrated e-signature with KBA, requests, tasks, forms, and AI-powered workflow automation and document generation. The platform also offers a Virtual Data Room with granular permissions, real-time activity tracking, watermarking, and NDA enforcement, alongside security features such as multi-factor authentication, Active Directory SSO, device remote wipe, and activity logs and reports. Desktop and mobile applications, custom branding, and integrations with existing tech stacks are supported.

ShareFile serves teams across accounting, finance, legal, insurance, healthcare, construction, manufacturing, real estate, and human resources, ranging from small to large organizations. It is packaged as four seat-based editions—Advanced, Premium, Enterprise, and Virtual Data Room—with monthly and annual billing options and minimum user counts. A free trial is available, and storage capacity can be expanded with add-on packs.

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