Progress ShareFile Features

Custom branding can be applied through signature process

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, save, and re-purpose templates for emails, forms, etc.

Access software remotely via mobile devices

Store, manage and track all forms in a centralized location

Manage, organize, and store contact information

Track and manage adherence to policies for any service, product, process, or supplier

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Track and manage expiration of various items including products, warranties, licenses, and contracts

Ability of websites, web applications, or mobile applications to function without an active internet connection

Store and manage online video content

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage

Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint

Enables custom integration to external systems

Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.

Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Access pre-built and custom reports to monitor user activity and storage.

Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.

Enables custom integration to external systems.

Allows signor to easily and intuitively sign documents

Reminds signors of documents that are waiting to be signed and document expiration dates

Process of authenticating is secure and seemless

User can easy send and sign documents on mobile devices

Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Send documents requiring signature to 1000's of signers at once

Provides standard reports and easy creation of custom reports to manage signature process

Easy to create signature blocks on all required electronic document types/formats

Share documents with different users to collect multiple signatures

Digitally sign online documents

Meets required regulartory compliances

Tracks all document signing history to comply with required regulations

Provides features to allow scaling for large organizations

Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on

Ability to access documents via a web interface without a client being installed on a device

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Can easily find files via a simple and/or advanced search

iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC

Supports various video file formats

Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.

Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.

Keep track of incrementally changing versions of the same file.

Multiple users can collaborate on document creation, annotation, and review.

Autogenerate documents based on templates and form submission.

Able to create and manage submittable user forms.

Able to create user portals and sites.

Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.

Can easily find files via a simple and/or advanced search.

Ability to access documents via a web interface without a client being installed on a device.

iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.

Allows users to receive updates when files have been updated, added, deleted or moved.

Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.

Users can work simultaneously on files.

Provides an audit log of changes and enables users to revert to a specific version

Track and document all activities across devices, networks, and other systems

Reporting on how each user, task or process has advanced since its initiation

Digitally share screen view with others

Preview and make real-time changes in the web content

Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.

Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.

Administer storage limits by user or group

Choose data center your files should be stored at

Stores and transfers files in secure environment

Track and manage schedules and meetings via an integrated calendar

Create, save, and store files

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Create, design and manage workflows for repetitive tasks

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Plan and coordinate all the resources, costs and time needed to execute assignments

Manage, store and organize emails within the system or via third-party apps

Track revisions and updates made to files and navigate between different versions

Manage the process of evaluating documents or requests submitted for approval

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Securely stores data to prevent data loss or breaches

Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.

The workflow engine provides relevant and customizable conditions on which to execute rules.

Any action a user can perform in the system can be specified as an automated action.

System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.

System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Collect and maintain structured information that describes data or content

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage digital assets

Create, manage and track all task activities and progression

Create, save, and store files

Store, manage and track all forms in a centralized location

Optimize and manage the search engine optimization efforts for a website or digital content

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Built-in website builder or integration with third-party site

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Track and manage schedules and meetings via an integrated calendar

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Drag-and-drop feature to transfer files and directories.

Supports synchronization of remote and local directories.

Protocol offers high performance data transfer.

Define levels of authorization for access to specific files or systems

Offers user access across mobile platforms

Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Has secure file sharing capabilities for internal or external sharing

Allows users to quickly revoke document access even after download

Automatically generates watermarks on documents when it is downloaded, viewed or printed

Provides metrics around user history, such as document views and edits

Allows users to upload several files at once

Find content or files using keywords, metadata, tags, etc.

Allows file transfer between remote computers over a network.

Supports Unicode i.e. Is available in multiple languages.

Allows backup of huge files.

Supports accessability through differing operating systems and mobile devices.

Transform or encode the files before the transfer to ensure security.

Ensures a client's identity and rights to access a server.

Allows limited user access over the file transfers and servers.

Allows users to generate text based on a text prompt.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Set up connections to third-party platforms to improve business processes

Manage and support multiple languages

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Digitally sign online documents

Application programming interface that allows for integration with other systems/databases

Use AI to generate content in the form of text, images, videos, etc.

Import and export data to and from software applications

Assemble applications and processes by dragging over and arranging pre-built components

Allow users to collaborate and ask questions regarding folders and/or documents within the system

Data is backed up automatically to prevent data loss

Track and manage adherence to policies for any service, product, process, or supplier

Access work applications remotely, for when working away from the office and/or traveling

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and store files

Plan and coordinate all the resources, costs and time needed to execute assignments

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Access software remotely via mobile devices

Compliant with HIPAA, which sets standards for sensitive patient data protection

Manage and store data in a database

Compile and organize data into specific metrics

Set up connections to third-party platforms to improve business processes

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Provides a channel for team members to share media files, communicate, and work together

Send documents directly to data room from email

Securely stores data to prevent data loss or breaches

Verify the identity of users/devices to enable secure access

Track and document all activities across devices, networks, and other systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allow users to access multiple services after entering their login credentials once

Leave comments and notes on documents for others to view

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Add a digital mark to show ownership of an image, video, document, etc.

View and track pertinent metrics to find patterns and gain insights from data

Request two or more credentials to prove user's identity before granting access to systems

Secure online viewing of sensitive documents

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Search and filter data across systems to locate required information by entering keywords or certain criteria

Add customized logos and colors to align with company branding

Store, manage, and track all electronic documents in a centralized location

Public or private sharing of digital files such as documents, audio/video, images, and more

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Verify the identity of users/devices to enable secure access

Protect sensitive data for digital privacy

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Track revisions and updates made to files and navigate between different versions

Allow users to access multiple services after entering their login credentials once

A record of all activities within the system, including user access, changes made, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Convert data into a code for security

Digitally capture and store a person's handwritten signature

Convert documents and images into editable file formats

Assemble applications and processes by dragging over and arranging pre-built components

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Allow multiple team members to edit and work on the same document

Use AI to generate content in the form of text, images, videos, etc.

Track the status over time for a request, process, asset, or transaction

Customize data fields to support various needs and use cases

A collection of records that can be retrieved based on specific queries

Matrix barcode that stores information

Extra layer of security that requires not only a password and username but also something specific to that user

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and support multiple locations

Receive data and information in real time

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

A way for institutions and businesses to check the age of their customers/clients.

A collection of customer information such as contact details, demographics, previous interactions, etc.

Securely stores data to prevent data loss or breaches

Set up computers on location to help users sign waivers on-site

Import and export data to and from software applications

Capture photos for any type of use case

Capability of a software or system to make decisions and perform actions based on specified conditions

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Audio/Video Conferencing

Centralized repository to store content and assets

Access software remotely via mobile devices

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

An @mention is a way to tag or notify a specific person about a message/post

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Notifications that are delivered to users as soon as an event occurs

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Leave comments and notes on documents for others to view

Communicate using direct chat or messages within the system

Configure existing workflows to meet your organization's needs

Digitally sign online documents

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Allow users to access multiple services after entering their login credentials once

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Extra layer of security that requires not only a password and username but also something specific to that user

Convert data into a code for security

Define levels of authorization for access to specific files or systems

Provides a channel for team members to share media files, communicate, and work together

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Facilitates online authoring and publishing of the content

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Centralized repository to store content and assets

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Assemble applications and processes by dragging over and arranging pre-built components

Provides a channel for team members to share media files, communicate, and work together

View and track pertinent metrics to find patterns and gain insights from data

Import, collect, and capture data from multiple sources

Compile and organize data into specific metrics

Find & retrieve relevant data or documents

Digitally sign online documents

Track revisions and updates made to files and navigate between different versions

Access software remotely via mobile devices

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Manage the process of evaluating documents or requests submitted for approval

Allow users to access multiple services after entering their login credentials once

Edit, touch up, and convert images for publishing

Add customized logos and colors to align with company branding

Search and filter data across systems to locate required information by entering keywords or certain criteria

Attach digital tags to documents and assets for identification, search, or monitoring purposes

A record of all activities within the system, including user access, changes made, etc.

Review and analyze existing information across documents

Track and document all activities across devices, networks, and other systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes

Securely stores data to prevent data loss or breaches

Configure existing workflows to meet your organization's needs

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

At least a username and password is required to access the system

Distributing content through various platforms or channels

Extra layer of security that requires not only a password and username but also something specific to that user

Pre-designed layouts that can be customized to match preferences and requirements

Ability of websites, web applications, or mobile applications to function without an active internet connection

Sample files or documents that could be customized as needed or used as is

Public or private sharing of digital files such as documents, audio/video, images, and more

Assemble applications and processes by dragging over and arranging pre-built components

Create, save, and re-purpose templates for emails, forms, etc.

Manage the process of evaluating documents or requests submitted for approval

Alter the layout and content of dashboards

Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work

Store, manage, and track all electronic documents in a centralized location

Observe and track the demand, usage, progress or quality of a system, product, or user

Reporting on how each user, task or process has advanced since its initiation

Alter the default workflow to meet your organization's needs

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Drag and drop/visual interfaces that allow non-tech users to build without writing code

Import and export data to and from software applications

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Define levels of authorization for access to specific files or systems

Create, design and modify the flow and processes of tasks in a project

Receive data and information in real time

Application programming interface that allows for integration with other systems/databases

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Customize data fields to support various needs and use cases

Track and document all activities across devices, networks, and other systems

Track and report regulatory data to either internal management or external stakeholders

Set & manage permission levels based on user roles and restrict access to only authorized individuals

View and track pertinent metrics to find patterns and gain insights from data

Create, manage, or update project workflows.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities