Progress ShareFile Features
Platform (15)
Custom Branding
Custom branding can be applied through signature process This feature was mentioned in 87 Progress ShareFile reviews.
User, Role, and Access Management
As reported in 96 Progress ShareFile reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
This feature was mentioned in 62 Progress ShareFile reviews.
Performance and Reliability
As reported in 107 Progress ShareFile reviews.
Integration APIs
As reported in 60 Progress ShareFile reviews.
To which systems have you integrated this product
Performance and Reliability
As reported in 271 Progress ShareFile reviews. 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.
Reporting and Auditing
As reported in 220 Progress ShareFile reviews. Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
Based on 202 Progress ShareFile reviews. Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
Enables custom integration to external systems 158 reviewers of Progress ShareFile have provided feedback on this feature.
Internationalization
Based on 11 Progress ShareFile reviews. Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
As reported in 13 Progress ShareFile reviews. 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.
Reporting and Auditing
As reported in 12 Progress ShareFile reviews. Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
As reported in 12 Progress ShareFile reviews. Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Based on 11 Progress ShareFile reviews. Enables custom integration to external systems.
Signature Process (8)
Document Signing
As reported in 191 Progress ShareFile reviews. Allows signor to easily and intuitively sign documents
Reminders and Expirations
As reported in 166 Progress ShareFile reviews. Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Based on 186 Progress ShareFile reviews. Process of authenticating is secure and seemless
Mobile Signatures
User can easy send and sign documents on mobile devices 123 reviewers of Progress ShareFile have provided feedback on this feature.
Signature Workflow
Based on 178 Progress ShareFile reviews. Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
As reported in 92 Progress ShareFile reviews. Send documents requiring signature to 1000's of signers at once
Reporting
As reported in 134 Progress ShareFile reviews. Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
As reported in 175 Progress ShareFile reviews. Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Meets required regulartory compliances This feature was mentioned in 139 Progress ShareFile reviews.
Signature History and Audit
As reported in 156 Progress ShareFile reviews. Tracks all document signing history to comply with required regulations
Enterprise Scalability
Based on 105 Progress ShareFile reviews. Provides features to allow scaling for large organizations
File Management (16)
Device Syncing
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 This feature was mentioned in 608 Progress ShareFile reviews.
Web Interface
Ability to access documents via a web interface without a client being installed on a device 718 reviewers of Progress ShareFile have provided feedback on this feature.
File Type Support
Based on 722 Progress ShareFile reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Can easily find files via a simple and/or advanced search This feature was mentioned in 654 Progress ShareFile reviews.
Mobile Apps
As reported in 474 Progress ShareFile reviews. iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
File Type Support
As reported in 13 Progress ShareFile reviews. Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Based on 13 Progress ShareFile reviews. 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.
Versioning
Based on 14 Progress ShareFile reviews. Keep track of incrementally changing versions of the same file.
Collaboration
Based on 15 Progress ShareFile reviews. Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission. This feature was mentioned in 13 Progress ShareFile reviews.
Form Creation
Able to create and manage submittable user forms. 12 reviewers of Progress ShareFile have provided feedback on this feature.
Portals and Sites
As reported in 11 Progress ShareFile reviews. Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle. This feature was mentioned in 11 Progress ShareFile reviews.
Search
Can easily find files via a simple and/or advanced search. 12 reviewers of Progress ShareFile have provided feedback on this feature.
Web Interface
Based on 13 Progress ShareFile reviews. Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
Based on 12 Progress ShareFile reviews. iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Collaboration (4)
File following
Allows users to receive updates when files have been updated, added, deleted or moved. This feature was mentioned in 618 Progress ShareFile reviews.
File Sharing
As reported in 753 Progress ShareFile reviews. Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Based on 528 Progress ShareFile reviews. Users can work simultaneously on files.
Change Tracking / Audit Logs
Based on 547 Progress ShareFile reviews. Provides an audit log of changes and enables users to revert to a specific version
Administration (6)
User and Role Management
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users. 518 reviewers of Progress ShareFile have provided feedback on this feature.
Policies and Controls
As reported in 495 Progress ShareFile reviews. Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
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. 455 reviewers of Progress ShareFile have provided feedback on this feature.
Storage Limits
Based on 501 Progress ShareFile reviews. Administer storage limits by user or group
Storage Zones
Based on 428 Progress ShareFile reviews. Choose data center your files should be stored at
Security
Stores and transfers files in secure environment This feature was mentioned in 536 Progress ShareFile reviews.
Workflow (5)
Process Automation
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. This feature was mentioned in 13 Progress ShareFile reviews.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules. This feature was mentioned in 12 Progress ShareFile reviews.
Activities
Based on 12 Progress ShareFile reviews. Any action a user can perform in the system can be specified as an automated action.
Records Management
As reported in 11 Progress ShareFile reviews. System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
As reported in 11 Progress ShareFile reviews. 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.
Setup (4)
Activities
Provide standard activities and tasks that can be customized by users This feature was mentioned in 22 Progress ShareFile reviews.
Flows
Based on 22 Progress ShareFile reviews. Users can easily create flows using drag and drop features
Dependencies
Define and manage dependencies between tasks and workflows This feature was mentioned in 22 Progress ShareFile reviews.
Notifications
Include alters that can be used with workflows 23 reviewers of Progress ShareFile have provided feedback on this feature.
Management (6)
Updates
Ability to update multiple workflows at the same time This feature was mentioned in 22 Progress ShareFile reviews.
Audit Trail
Based on 22 Progress ShareFile reviews. Maintain a history of all workflow changes
Integration
Integrate with ERP or project management software 22 reviewers of Progress ShareFile have provided feedback on this feature.
File Management
Drag-and-drop feature to transfer files and directories. 79 reviewers of Progress ShareFile have provided feedback on this feature.
Synchronization
Based on 73 Progress ShareFile reviews. Supports synchronization of remote and local directories.
Performance
Protocol offers high performance data transfer. This feature was mentioned in 76 Progress ShareFile reviews.
Communication (3)
Feedback
Allows managers and peers to provide feedback on goal progress.
Messaging Integrations
Integrates with outside business instant messaging tools.
Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (3)
Team OKR
Allows users to make team-wide OKRs.
Individual OKR
Allows users to make OKRs for individual team members.
Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Platform Basics (4)
Project and Task Lists Organization
Ability to organize recurring projects and tasks into standardized workflows.
Project Templates
Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.
Team Member Roles
Ability to assign team members specific roles on specific projects.
Automated Alerts and Notficiations
Ability to send automated alerts and notifications when projects have been updated and/or compelted.
Content Planning (2)
Content Organization
Ability to organize content and manage approvals during the content creation process.
Task Assignment
Ability to assign content tasks to writers, designers, and editors.
Other Features (2)
Integrations
Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.
Reporting
Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.
Functionality (4)
File Transfer
Allows file transfer between remote computers over a network. 77 reviewers of Progress ShareFile have provided feedback on this feature.
Language Support
Based on 58 Progress ShareFile reviews. Supports Unicode i.e. Is available in multiple languages.
File Backup
Based on 73 Progress ShareFile reviews. Allows backup of huge files.
Mobile Support
Supports accessability through differing operating systems and mobile devices. This feature was mentioned in 66 Progress ShareFile reviews.
Security (3)
Encryption
Based on 72 Progress ShareFile reviews. Transform or encode the files before the transfer to ensure security.
Authentication
Ensures a client's identity and rights to access a server. 74 reviewers of Progress ShareFile have provided feedback on this feature.
Access Control
Allows limited user access over the file transfers and servers. This feature was mentioned in 76 Progress ShareFile reviews.
Marketing Campaign Performance (2)
Performance and ROI Tracking
Ability to track marketing campaign performance and return on investment (ROI).
Activity Tracking
Ability to compare marketing plans to historical activity.
Generative AI (1)
AI Text Generation
As reported in 18 Progress ShareFile reviews. Allows users to generate text based on a text prompt.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Calendar (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Objectives and Key Results (OKR) (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting





