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.

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

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 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

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

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.

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

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.

Allows managers and peers to provide feedback on goal progress.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to create goals and takss based on action items decided in in-person meetings.

Ability to organize recurring projects and tasks into standardized workflows.

Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.

Ability to assign team members specific roles on specific projects.

Ability to send automated alerts and notifications when projects have been updated and/or compelted.

Ability to organize content and manage approvals during the content creation process.

Ability to assign content tasks to writers, designers, and editors.

Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.

Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.

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.

Ability to track marketing campaign performance and return on investment (ROI).

Ability to compare marketing plans to historical activity.

Allows users to generate text based on a text prompt.

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

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

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

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

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting