Progress ShareFile

Score8.7 out of 10

275 Reviews and Ratings

What is Progress ShareFile?

ShareFile is a cloud-based file sharing and storage service built for business. The product was acquired by Citrix Systems in 2011, and is now offered by Progress Software.

Categories & Use Cases

Media

Screenshot of ShareFile's Outlook Plugin

Screenshot of ShareFile's link sharing options

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Screenshot of the ShareFile dashboard

Access control
Users can control access to (shared) files, including different levels of access such as view-only or permission to edit.
Category average: 8.2
Device sync
Device syncing that updates files connected to the cloud, keeping all files up to date regardless of where they are edited or viewed.
Category average: 8.3
Device management
Administrators can manage devices connected to the cloud storage platform, including restricting access for certain devices or wiping files from devices remotely.
Category average: 8.3

Video files
Supports video file types
Category average: 7.5
Storage Reports
Includes reporting capabilities to monitor user activity and storage levels.
Category average: 7.9
File search
A search function that allows users to easily find files, and in some cases even search within multiple files.
Category average: 7.6

Most Frequent Users

Top 3 industries using Progress ShareFile.

Based on HG Insights installation data

View all Reviews

#1 most frequent

Professional, Scientific, and Technical Services

30.3%

497 installations of 1,641

#2 most frequent

Finance and Insurance

15.5%

254 installations of 1,641

#3 most frequent

Manufacturing

6.7%

110 installations of 1,641

Pros

Securely transfers sensitive files to external clients and partners
Provides robust access control for shared files
User-friendly interface for both internal and external users

Cons

Increased security measures can negatively impact usability and staff adoption
Lacks automatic file conversion to PDF
Experiences challenges with reliable desktop and cloud synchronization

Peggy Kraus

Clinical Exercise Physiologist & Diabetes Specialist at Peggy Kraus Coaching (1-10 employees)

Use Cases and Deployment Scope

I help people to lose weight and reduce reliance on medications, and run my business remotely. I use Podio to document and organize client/patient information and session notes obtained via video and telephone meetings. It's convenient and efficient to store my client/patient HIPAA-sensitive files in ShareFile and be able to attach them to the client/patient's chart in Podio. It's seamless.

Pros

seamless integration with Podio
security

Cons

When restarting my computer/latptop, I almost always have to open the app. Requires a login. Time consuming

Usability

Return on Investment

Time in between cleints/patient is often short so it helps me to complete a note, save it, and file it so I can organize it in Podio.
I can save all kinds of files equally as easily.

Craig Jeffery View profile

Managing Partner in Finance and Accounting at Strategic Treasurer (11-50 employees)

Use Cases and Deployment Scope

Managing documents with external clients and partners has to be efficient and secure. We use ShareFile for secure storage, sharing, document searching, and for digital signing. We use ShareFile because it helps us be efficient and secure and the product keeps developing in ways that increase its value to us over time.

Pros

Digitally signing agreements. Easy process to manage for both storing and signing of contracts and agreements
Secure file sharing with partners and customers. Rights are granular an it allows us the ability to practice the principle of least privilege efficiently.
Search and summarization of stored documents. Search has always been excellent to help me locate documents in various locations. The ability to summarize a document or documents within the tool using AI in a secure manner saves time every day.

Cons

We look forward to seeing ongoing development of AI tools within ShareFile to help organize and understand documents.
ShareFile should add more dashboarding or cockpit functionality for managers showing on one pane: 1) statistics 2) user activity 3) anomalous or questionable activity 4) document signing status...and then being able to click into more details.

Usability

Return on Investment

Efficiency. Faster coordination with our clients saves time and allows us to move through projects more quickly. Allowing us to bill more quickly and manage our margins.
Control. Since control is essential we can either do it the hard and manual way which creates all kinds of inefficiency issues. Or, we can use ShareFile with excellent control (tracking, permissioning, principle of least privilege, users groups) delivered in a way that is efficient.
Compliance. We need to protect our customer's information and prove we are compliant. ShareFile helps us do both. An essential element.

Alternatives Considered

Podio

Other Software Used

Smartsheet

Verified User

Employee (11-50 employees)

Use Cases and Deployment Scope

Each month, we publish a magazine in 22 versions. We use ShareFile to store and share art files. The most used portions are the workflows and approvals. Previously we relied on PDF comments and emails. With the annotation system through ShareFile we have sped up our approval process and secured a method for reliable corrections.

Pros

Messages clients with pertinent information.
Provides unlimited storage.
Allows for individual user permissions and access.

Cons

Moving files is frustrating. I'd like to option to remember the last folder accessed.
The dashboard could use some more customization options. My only options are: Recent files, Shortcuts, Tutorials, and Favorites. Why can't I have two favorite lists? or perhaps a separate list of recently uploaded files.
When I view the activity log, it would be great if I could click on the item name and be taken to the location. I'd also like to modify the size of the columns.

Most Important Features

Approval Workflow
individual client experiences and multi-client file assignment
unlimited storage

Usability

Return on Investment

In my opinion, it's expensive that's for sure, but it is better than alternatives.
We've had fewer moments where file distribution and file approval have become FUBAR.
Dropbox is gone, that's good.

Alternatives Considered

Dropbox

Verified User

Manager in Information Technology (201-500 employees)

Use Cases and Deployment Scope

I currently use ShareFile to send and receive sensitive documents to and from clients. ShareFile allows me to create individual folders per client and act as an SFTP site which allows me to leave open the upload link for extended periods of time. Other solutions I have used in the past are a unique one time link which expires after an upload.

Pros

User and client permissions
Integration into Office 365 to view documents prior to downloading
Alerting when specific users upload/download documents

Cons

I wish things would be uploaded when dragged/dropped into the web interface and not require a confirmation.
If the filebox feature would allow you to share with co-workers.
Outlook add-in link to upload to specific folders (quick list) not just filebox

Usability

Return on Investment

Allows for enhanced security a monitoring of who/when a file was opened/downloaded
Easily available to download reporting logs

Alternatives Considered

Mimecast Secure Messaging Service

Other Software Used

KnowBe4 Security Awareness Training, Apptega, Tenable Nessus

Verified User

Advisor in Professional Services (1-10 employees)

Use Cases and Deployment Scope

We partnered with ShareFile several years back as a solution to store client forms securely and to offer our clients a portal. This has been a solid partnership that has helped our business remove the liability of having paper files on site. And we leverage the ShareFile Outlook add-in to send clients a link to their paperwork to keep it off email. And having our client portal branded to our business is important, especially for security for our clients to let them know they are logging into our site.

Pros

Client Portals
Outlook add-in

Cons

Allow the company administrator the right to restrict the creation of a ShareFile account on our domain. We have had a security issue where an individual impersonated an employee and we would like to have the right to disallow the creation of accounts related to our business unless we create it internally.

Usability

Return on Investment

Reduced paperwork on site
Ability to meet compliance requirements
Enhanced security for our clients

Alternatives Considered

Sync.com

Other Software Used

Envestnet MoneyGuide, Nitrogen Growth Platform, Zocks, Redtail CRM

Dropbox

Box

DocuSign

Progress ShareFile

What is Progress ShareFile?

Categories & Use Cases

Media