[ Progres... Reviews ](https://www.g2.com/products/progress-sharefile/reviews) [ Progres... Reviews ](https://www.g2.com/products/progress-sharefile/reviews) # Progress ShareFile Features ##### ## Platform (14) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Performance and Reliability 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 Access pre-built and custom reports to monitor user activity and storage System of Record Integration Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint APIs Enables custom integration to external systems Internationalization Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies. Performance and Reliability 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 Access pre-built and custom reports to monitor user activity and storage. System of Record Integration Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint. APIs Enables custom integration to external systems. Show More ##### ## Signature Process (8) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## 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 Web Interface Ability to access documents via a web interface without a client being installed on a device File Type Support 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 Mobile Apps iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC File Type Support Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc. Metadata 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 Keep track of incrementally changing versions of the same file. Collaboration Multiple users can collaborate on document creation, annotation, and review. Document Assembly Autogenerate documents based on templates and form submission. Form Creation Able to create and manage submittable user forms. Portals and Sites 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. Search Can easily find files via a simple and/or advanced search. Web Interface Ability to access documents via a web interface without a client being installed on a device. Mobile Apps iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC. Show More ##### ## Collaboration (4) File following Allows users to receive updates when files have been updated, added, deleted or moved. File Sharing Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges. Simultaneously Editing Users can work simultaneously on files. Change Tracking / Audit Logs Provides an audit log of changes and enables users to revert to a specific version Show More ##### ## 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. Policies and Controls 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. Storage Limits Administer storage limits by user or group Storage Zones Choose data center your files should be stored at Security Stores and transfers files in secure environment Show More ##### ## 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. Conditions The workflow engine provides relevant and customizable conditions on which to execute rules. Activities Any action a user can perform in the system can be specified as an automated action. Records Management System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. Case Management 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. Show More ##### ## Setup (4) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (6) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software File Management Drag-and-drop feature to transfer files and directories. Synchronization Supports synchronization of remote and local directories. Performance Protocol offers high performance data transfer. Show More ##### ## Platform Basics (7) Document Permissions Provides granular user permission options related to document viewing and editing Mobile Offers user access across mobile platforms Document Security Provides robust security options, such as two-factor authentication, single sign-on controls, or fingerprint scanning 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. Show More ##### ## Platform Content (1) File Sharing Has secure file sharing capabilities for internal or external sharing Show More ##### ## Platform Additional Functionality (2) Remote Shred Allows users to quickly revoke document access even after download Watermarks Automatically generates watermarks on documents when it is downloaded, viewed or printed Show More ##### ## Platform Data (1) Reporting Provides metrics around user history, such as document views and edits Show More ##### ## Platform Performance (2) Bulk Upload Allows users to upload several files at once Full Text Search Find content or files using keywords, metadata, tags, etc. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Functionality (4) File Transfer Allows file transfer between remote computers over a network. Language Support Supports Unicode i.e. Is available in multiple languages. File Backup Allows backup of huge files. Mobile Support Supports accessability through differing operating systems and mobile devices. Show More ##### ## Security (3) Encryption Transform or encode the files before the transfer to ensure security. Authentication Ensures a client's identity and rights to access a server. Access Control Allows limited user access over the file transfers and servers. Show More ##### ## 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. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ## Top-Rated Alternatives [ ![Box](https://images.g2crowd.com/uploads/product/hd_favicon/3d3eeece24c2d6963722f3fb8f7a03e7/box.svg "Box") Box 4.2/5 (5,031) ](https://www.g2.com/products/box/reviews) [ ![DocSend](https://images.g2crowd.com/uploads/product/hd_favicon/268325ba8c3190f699b92f728e8f8c4f/dropbox-docsend.svg "DocSend") DocSend 4.6/5 (559) ](https://www.g2.com/products/dropbox-docsend/reviews) [ ![Dropbox](https://images.g2crowd.com/uploads/product/hd_favicon/1553873478/dropbox.svg "Dropbox") Dropbox 4.4/5 (30,807) ](https://www.g2.com/products/dropbox/reviews) [ View All Alternatives ](https://www.g2.com/products/progress-sharefile/competitors/alternatives) Progress ShareFile Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_790f5095f4e17577cead05669971b794/microsoft-onedrive-for-business.jpg "Product Avatar Image") Microsoft OneDrive 4.3/5 (10,368) [ Compare Now ](https://www.g2.com/compare/microsoft-onedrive-for-business-vs-progress-sharefile) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9b832fe9bb15e5e18b6852a303b57d40/box.jpg "Product Avatar Image") Box 4.2/5 (5,254) [ Compare Now ](https://www.g2.com/compare/box-vs-progress-sharefile) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_cbdded440dd46c7dcb4debe3e10b5048/microsoft-sharepoint.png "Product Avatar Image") Microsoft SharePoint 4/5 (8,954) [ Compare Now ](https://www.g2.com/compare/microsoft-sharepoint-vs-progress-sharefile) ##### Categories on G2 [ Workflow Management ](https://www.g2.com/categories/workflow-management)[ Cloud Content Collaboration ](https://www.g2.com/categories/cloud-content-collaboration)[ Marketing Calendar ](https://www.g2.com/categories/marketing-calendar) [ E-Signature ](https://www.g2.com/categories/e-signature)[ Enterprise Content Management (ECM) ](https://www.g2.com/categories/enterprise-content-management-ecm)[ File Transfer Protocol (FTP) ](https://www.g2.com/categories/file-transfer-protocol-ftp)[ Virtual Data Room (VDR) ](https://www.g2.com/categories/virtual-data-room-vdr) Show More ##### Explore More [ Which AI customer support tool integrates with live chat systems? 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