ShareFile Virtual Data Room Reviews & Product Details

What I like best about ShareFile Virtual Data Room is its balance between security and ease of use. As a designer, I regularly work with large files like PSDs, AI files, videos, and complete brand folders, and ShareFile handles them smoothly without performance issues. The permission controls are extremely useful, I can decide exactly who can view, download, upload, or edit files, which protects my creative work. Version control helps avoid confusion during revisions, and the clean folder structure makes project organization simple. Overall, it feels professional, reliable, and client-friendly. Review collected by and hosted on G2.com.

One drawback is that some of the more advanced features can take a bit of time to grasp for first-time users, especially clients who aren’t very tech-savvy. At times, the interface can also feel a little corporate, particularly when compared with more design-focused tools. The pricing may seem somewhat high for freelancers or small teams, but the security and reliability largely justify the cost. Review collected by and hosted on G2.com.

I like ShareFile Virtual Data Room because it offers a balance of strong security and ease of use. It makes organizing large volumes of sensitive documents into structured folders simple while allowing for granular permission controls. The platform's strong security features give me confidence in sharing highly sensitive financial, legal, and operational documents. I also appreciate the audit trails and activity tracking, which provide critical transparency for compliance and accountability. Its integration with our email platform is great for secure document distribution and notifications, while its capability to pair with project management tools helps track due diligence requests and timelines. The initial setup was straightforward and manageable. The onboarding process and support resources were also helpful. Overall, it's a reliable tool for managing sensitive documents and complex transactions. Review collected by and hosted on G2.com.

While ShareFile Virtual Data Room performs well overall, there are a few areas that could be improved. At times, the interface can feel slightly dated compared to some newer competitors, and certain advanced settings require multiple steps to configure. I've also experienced occasional delays when uploading or downloading large batches of files, particularly during peak usage periods. While not a frequent issue, it can slow down momentum during time-sensitive transactions. A more modernized and streamlined user interface would make navigation even smoother, especially for first-time external users. Reducing the number of clicks required to adjust advanced permissions or manage bulk actions would improve efficiency during large transactions. Second, performance optimization for large uploads or bulk downloads would be helpful. Faster processing and clearer progress indicators would reduce uncertainty when handling high volumes of documents under tight deadlines. Review collected by and hosted on G2.com.

I value the Click Trails feature for providing granular insights into which investors are serious, as it shows me who is actually reading the materials and how long they spend on specific pages. This helps us gauge serious interest effectively. I also appreciate the ability to quickly bulk upload folder structures without the system crashing or losing data hierarchy, which saves a lot of time during deal preparations. The integration with Citrix Right Signature is crucial because it ensures an NDA is signed before entry, and I love the Office 365 plugin that allows quick edits to Word documents directly in the browser. Setting up ShareFile Virtual Data Room was surprisingly fast thanks to pre built industry templates, and their support team was very responsive in helping us define permission groups correctly. This balance between strict security and usability gives us confidence during audits. Review collected by and hosted on G2.com.

The automatic watermarking is sometimes a bit too heavy and obstructs the text when viewing on a tablet or small screen. I also find that the initial invitation email sometimes goes to clients' spam folders which causes delays. It would be helpful if the guest login process was slightly more streamlined so we did not have to explain it so often. Review collected by and hosted on G2.com.

I like the ease that ShareFile Virtual Data Room offers me in navigating through folders and viewing files. Additionally, I found the initial setup process intuitive and easy. I also appreciate the fact that it allows me to access documents locally on the computer without having to go through online platforms. Review collected by and hosted on G2.com.

I don't like simultaneous collaboration on documents. When another employee works on a file or when two employees work on the same document at the same time, it becomes problematic. We have to create copies of the same document to make different changes and then merge them into a single file, which can be complicated. Opening the same document simultaneously by two people and tracking changes doesn't always work well. Review collected by and hosted on G2.com.

I value the quiet confidence ShareFile Virtual Data Room gives me once files are uploaded, relieving me of worry about misuse or loose ends. This platform provides a sense of control and calm, as I know exactly where my files are, who can access them, and when that access should stop. It changes how confidently I handle serious conversations and important exchanges. I also appreciate how the initial setup was supportive rather than demanding, making the adoption process much easier without needing a guide. Review collected by and hosted on G2.com.

There are moments when the experience feels heavier than it needs to be. Simple actions sometimes take more clicks than expected and that can break focus when I am already dealing with sensitive work. The layout can also feel crowded which makes quick navigation harder than it should be. In situations where I am under pressure that friction is noticeable and I wish the tool stayed more invisible instead of demanding attention. Review collected by and hosted on G2.com.

I appreciate the advanced activity tracking feature of ShareFile Virtual Data Room; it's incredibly useful to see when a client or auditor has viewed or downloaded a document. This gives me peace of mind and helps me follow up at the right time. I also like the clean and intuitive interface, which means that external guests can usually figure it out without needing instructions from us. Moreover, the ShareFile plugin for Microsoft Outlook is handy, as it allows us to attach large files or request secure uploads directly from our email window. Review collected by and hosted on G2.com.

The search functionality could be improved. Sometimes it is difficult to locate a specific file inside nested folders if you don't remember the exact file name. Also, the pricing feels a bit on the higher side, especially when we need to add temporary users for a short project. The main issue is the lack of advanced filtering within the search results. Often, when I search for a generic term like Agreement or Invoice, the system pulls up hundreds of results, including very old archived files. It would be a huge improvement if we could easily filter search results by Date Modified or restrict the search to a specific subfolder to narrow down the list quickly, rather than scrolling through everything. Review collected by and hosted on G2.com.

I appreciate how seriously ShareFile Virtual Data Room treats data protection, offering strong encryption, granular permission controls, and customizable access levels. I feel confident that sensitive documents stay confidential with features like view-only modes and dynamic watermarks. Role-based permissions are a big part of why ShareFile Virtual Data Room feels trustworthy and practical. I also love that the dynamic watermarks automatically embed the viewer's identity, which encourages safe sharing. The initial setup was quick and easy. Account provisioning and basic configuration were fast, and we could create the data room, folder structure, and user groups within a short time. Uploading documents, including bulk uploads, was smooth and reliable. Review collected by and hosted on G2.com.

1. Pricing can be high for smaller teams. Pricing feels on the higher side, especially for startups or smaller deal teams. Some advanced VDR features are locked behind higher tiers, making it hard to justify for short-term or one-off projects. We sometimes have to be selective about when to use the VDR versus lighter tools for less sensitive work. 2. There are a few other areas where ShareFile Virtual Data Room doesn’t fully meet our expectations, especially when we compare it with newer or more specialized VDR platforms. None of these are deal-breakers, but they do affect day-to-day efficiency. Review collected by and hosted on G2.com.

I love using ShareFile Virtual Data Room as a secure online platform to store, share, and manage confidential documents, which is particularly useful during processes like M&A, fundraising, audits, legal processes, and due diligence. I greatly value the granular permissions and access control, which allow me to assign very specific rights to users or groups, such as view-only, edit, download, print, or set folder-level limitations. The platform's security gives me peace of mind when sharing media and data with friends, as I don't need to worry about sending it through different means. The initial setup was very straightforward, making it easy to transition from using a mix of tools like Dropbox, Google Drive, and email, which were hard to control for access and maintain proper version control as projects grew more complex. Additionally, integrating it with Microsoft Office and Google Workspace helps streamline work and support the overall deal or document process. Review collected by and hosted on G2.com.

I dislike the limited advanced VDR-specific functionality. Advanced Q&A or built-in diligence workflows that many VDR buyers expect may be missing or limited. Review collected by and hosted on G2.com.

I really appreciate how seriously ShareFile Virtual Data Room treats security. The 256-bit SSL/TLS encryption for data transfer and storage gives me confidence when sharing highly sensitive documents. Additionally, the integration with Outlook to send secure links instead of attachments enhances security by default, and I can apply security controls at send time. I also find the setup process much easier than expected for a tool designed to handle sensitive data. Review collected by and hosted on G2.com.

I feel that ShareFile's pricing can be high relative to the value provided. Review collected by and hosted on G2.com.

It is a secure cloud based solution for diligence and IPO's and other high stakes confidential transactions with high security and easy to implement to our work desk with ease of integration and access of various stations and devices through a secured network as we use this software about 4-5 times a day to transfer highly confidential data to the workstations to get our work done and also its ability to give us access controls to every sensitive deals that are specific to any group and share only the allowed permits. its collaboration tools are highly recommended as it has an integrated module for e-signature and folder for Q & A which help streamline the document review and deal making process. its customer support is highly educated and super qualified and resolves our issues within minutes. Review collected by and hosted on G2.com.

Its pricing is way too high and giving less storage basis on charges they offer and some of its advanced features are so strong that for new users' needs to get customised collaboration which help them to ease their work and its interface is less Morden and less design focused. Review collected by and hosted on G2.com.