Cutdown on workflow steps with ShareFile

We use ShareFile to create accounts for each of our contractors. We create a client folder and share the folder with the contractor that is assigned to the client. The client can upload documents for our team to review. We keep a folder for internal documents and a folder that the client can access. I also create a private folder for the owner of the business and myself for all business-related files that are private to him and myself. We use the signatures feature to send work proposals to new clients to sign which is stored in their client internal folder. We use the encrypted email to send anything that may have sensitive info or HIPAA info. We will add the customer portal link to our website so our clients can easily log into their folders. ShareFile allowed us to go from using 3 apps to 1 which allowed us to reduce some of our overhead.

The impact that ShareFile has had for us is a major reduction in workflow. We have one place to go to see access and can centrally manage all of our clients within ShareFile. Notifications of uploads allows us to ensure we are seeing when clients upload new documents for our team to review.

We have seen our E signature workflow change with the use of ShareFile. We are able to select where the signed document will be saved to when creating it. We can also see areas that clients may want changes to and easily make those changes and track versions of the document.

I would like to learn more about the integrations. We use QuickBooks and I am now looking further into that. If I can easily get receipts to our bookkeeper that is another workflow that I am looking to reduce. I would have asked more about the integrations and templates that are offered.