Progress ShareFile Features
Platform (15)
Custom Branding
Based on 87 Progress ShareFile reviews. 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. 96 reviewers of Progress ShareFile have provided feedback on this feature.
Internationalization
This feature was mentioned in 62 Progress ShareFile reviews.
Performance and Reliability
Based on 107 Progress ShareFile reviews.
Integration APIs
60 reviewers of Progress ShareFile have provided feedback on this feature.
To which systems have you integrated this product
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. 271 reviewers of Progress ShareFile have provided feedback on this feature.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage 220 reviewers of Progress ShareFile have provided feedback on this feature.
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
Based on 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
Based on 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
As reported in 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
Reminds signors of documents that are waiting to be signed and document expiration dates This feature was mentioned in 166 Progress ShareFile reviews.
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 This feature was mentioned in 123 Progress ShareFile reviews.
Signature Workflow
Sendor/Adminstrators can easily set up and track documents through multiple signature steps 178 reviewers of Progress ShareFile have provided feedback on this feature.
Bulk Digital Signatures
Based on 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
Based on 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
As reported in 608 Progress ShareFile reviews. 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 718 reviewers of Progress ShareFile have provided feedback on this feature.
File Type Support
As reported in 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 654 reviewers of Progress ShareFile have provided feedback on this feature.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC 474 reviewers of Progress ShareFile have provided feedback on this feature.
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
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. This feature was mentioned in 13 Progress ShareFile reviews.
Versioning
Keep track of incrementally changing versions of the same file. 14 reviewers of Progress ShareFile have provided feedback on this feature.
Collaboration
Multiple users can collaborate on document creation, annotation, and review. This feature was mentioned in 15 Progress ShareFile reviews.
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
Able to create user portals and sites. 11 reviewers of Progress ShareFile have provided feedback on this feature.
Disposition
Based on 11 Progress ShareFile reviews. 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. 12 reviewers of Progress ShareFile have provided feedback on this feature.
Web Interface
As reported in 13 Progress ShareFile reviews. 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. This feature was mentioned in 12 Progress ShareFile reviews.
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
Based on 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
Users can work simultaneously on files. 528 reviewers of Progress ShareFile have provided feedback on this feature.
Change Tracking / Audit Logs
Provides an audit log of changes and enables users to revert to a specific version 547 reviewers of Progress ShareFile have provided feedback on this feature.
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
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc. This feature was mentioned in 495 Progress ShareFile reviews.
Device Management
As reported in 455 Progress ShareFile reviews. 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 This feature was mentioned in 501 Progress ShareFile reviews.
Storage Zones
As reported in 428 Progress ShareFile reviews. Choose data center your files should be stored at
Security
Based on 536 Progress ShareFile reviews. Stores and transfers files in secure environment
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
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards. 11 reviewers of Progress ShareFile have provided feedback on this feature.
Case Management
Based on 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
Based on 22 Progress ShareFile reviews. Provide standard activities and tasks that can be customized by users
Flows
Users can easily create flows using drag and drop features 22 reviewers of Progress ShareFile have provided feedback on this feature.
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 This feature was mentioned in 23 Progress ShareFile reviews.
Management (6)
Updates
Based on 22 Progress ShareFile reviews. Ability to update multiple workflows at the same time
Audit Trail
As reported in 22 Progress ShareFile reviews. Maintain a history of all workflow changes
Integration
Based on 22 Progress ShareFile reviews. Integrate with ERP or project management software
File Management
Drag-and-drop feature to transfer files and directories. This feature was mentioned in 79 Progress ShareFile reviews.
Synchronization
Supports synchronization of remote and local directories. 73 reviewers of Progress ShareFile have provided feedback on this feature.
Performance
As reported in 76 Progress ShareFile reviews. Protocol offers high performance data transfer.
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
As reported in 77 Progress ShareFile reviews. Allows file transfer between remote computers over a network.
Language Support
Supports Unicode i.e. Is available in multiple languages. 58 reviewers of Progress ShareFile have provided feedback on this feature.
File Backup
Allows backup of huge files. This feature was mentioned in 73 Progress ShareFile reviews.
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
Allows users to generate text based on a text prompt. This feature was mentioned in 18 Progress ShareFile reviews.
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





