ShareFile - How it Works

Director of Product Management Sara Hoeg highlights the key features of ShareFile to Bob Ambrogi.

Features covered in this video:

00:00 - Introductions

03:39 - Introduction to ShareFile product demo

04:55 - Expedite client onboarding with automated agreement workflows

07:15 - Organize client document requests with secure client projects

08:19 - Improve collaboration and visibility of key deadlines with integrated task management

11:10 - Gain operational efficiency with automation of essential workflows and secure document collaboration

Questions covered in this video:

09:55 - Do clients need to create accounts for themselves before using the ShareFile portal?

11:47 - Are the automations in ShareFile customizable, or templated?

15:21 - What kinds of capabilities does the ShareFile Outlook integration offer?