Cognito Forms vs. Progress ShareFile

It's excellent for small sets of forms, from simple to highly complex It's not good at scale. With over 170 forms now, we desperately need some way to manage and maintain shared content once Cognito does not help. Their approach is that you can copy a working form (great) and modify it to create the next one. That's how we've got so many forms...

When we have a particularly large ad or job printing file that would "clog up" the email process, using ShareFile is very helpful. It's also useful for particular photographers we work with to upload a batch of photos all at once. Where it doesn't work as well for us is when trying to get clients to make use of a login to access folders. We find them reluctant to take on the learning curve. It works best for us when we just send them a clickable download link, and at most just require a tracking name and email address.

• New Hire Form - It announces the new hire and provides direction to several departments on their needs, computer, phone, security level, etc.
• Terminations - We use it to shut off security, badges, computers, track phone, electronics, etc.
• Temp Form - It provides an avenue to enter them into our payroll system for tracking hours, also, for the start and end dates.

Incentivized

• Secure File Storage and Sharing.
• Workflows to get customer/affiliate responses to comments on documents.
• I used to have the signature feature initially, but it was removed from the original plan, so I could only use it if I chose to select the higher plan price.
• I love the upload notifications and reports on user activity.
• The document storage versions are fantastic. I am the only user with Delete privileges, and I love that I can make those selections.
• Integrations with Microsoft 365 - FANTASTIC - thank you.

Incentivized

• It isnt the most user friendly if you have someone who isnt experienced
• Learning curve is pretty high
• Should be easier to customise the formatting

Incentivized

• The web console is not the most user friendly site to use to get to, and send my files.
• We have had users that have not liked the change in workflow to get files from Progress ShareFile when they were used to just clicking on files on an email.
• That management of the tools are not the most user friendly. There have been some improvements but keeping up with certs and setting up new users can be more work than expected.

Incentivized

It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.

Incentivized

We have been using Cognito Forms for over 5 years. We find it very easy use and it is part of the programs we use on a daily basis.

Incentivized

ShareFile is so easy to use I was able to download all of my projects files and have them set up to sync before my supervisor could even come over to explain the process to me. It is a neatly organized and intuitive software that allows even the less tech-savvy to become power users.

Incentivized

The software has never been down when I needed to use it.

Incentivized

Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again

Incentivized

Very friendly and helpful, but typically takes at least one day to respond. However, when they do respond they dive right into the specific form I ask about and tell me exactly how to fix what I need help with

Incentivized

Citrix was generally responsive and helpful in solving technical issues. Like any cloud based SaaS product there is a danger that it may go down. This was a rare occurrence over my three years of using the product. The more common issue we encountered was clients forgetting their login which was easily managed through a forgot password functionality.

Incentivized

Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well

I have not used any other programs like Cognito Forms. I have been with my company for almost two years. I very much like the ease of this system and its capabilities. I like knowing everyone is using the same thing. I do not foresee us making any changes to our current use of Cognito Forms.

Incentivized

ShareFile is easier and does what you need. I have moved a few organizations from SharePoint to ShareFile. Just easier. You can setup different areas for different departments, setup their permissions and it is easy enough for them to do what they want in their zones. The mobile app works great as well. So you can all the features you really use from SP, but just easier to setup and use.

Incentivized

I am a one person office. I have no idea how this software would scale to a larger office.

Incentivized

• We've been able to get away from Word and pdf forms and build a functionality that is conditional on form content
• The speed of getting a good-enough version up and running to meet an immediate business need is outstanding
• The cost of improving a set of almost good-enough forms or propagating a change in business rules is depressing

• All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
• Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
• ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.

Incentivized