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Video Training

Upload a File (1:30)

  • Upload files to ShareFile
  • Drag and Drop or Upload from PC
  • Upload folders

Create a Folder (0:45)

  • Create a folder or subfolder
  • Customize Folder Name and Details, or apply a Template
  • Add users to a folder

Share a File (3:28)

  • Send a file stored on your PC or your account
  • Customize message options
  • Share via Email or Get a Link

Share a Folder (1:54)

  • Share a folder with external users
  • Add users to a folder
  • Change Folder Permissions

Request a File (1:40)

  • Request that files be uploaded to you
  • Get a link you can copy into your own email software
  • Allow ShareFile to send an email on your behalf

Creating a Client User (3:42)

  • Add external users to your account
  • Manage permissions for new users
  • Add new users to folders and groups

Check In Check Out (1:54)

  • Check out files from the web app
  • View the status of checked out files
  • Check in or discard when finished with the file

ShareFile Encrypted Email (2:52)

  • Send emails with state of the art encryption
  • Revoke access to message contents on demand
  • Read and respond in secure web page

Send an Encrypted Message from the Web App (1:53)

  • Compose secure messages from the web app
  • Revoke access to sent messages
  • Requires the Encrypted Email feature

Installing ShareFile Sync for Windows (2:59)

  • Install ShareFile Sync for quick access to your ShareFile data on your PC
  • Interact with your account through Windows Explorer

My Files & Folders (1:23)

  • Your primary folder for storing files
  • Add and share subfolders
  • Automatically sync these files to your PC

Favorite Folders (0:58)

  • Mark a folder as a Favorite
  • Organize favorite folders
  • Unfavorite a folder

Expiring a Link (1:05)

  • Expire a link previously sent
  • Protect your files from unwanted access

Editing Your Email Address (1:55)

  • Add a secondary email address for your ShareFile user
  • Change the primary email address for your user

Connecting a RightSignature Account to ShareFile (1:54)

  • Connect your RightSignature account to ShareFile to send files to get signatures
  • Allow RightSignature to pull your ShareFile contacts

Sending Files to RightSignature (2:30)

  • Send ShareFile files to RightSignature to collect signatures
  • Signed files are automatically reuploaded to your ShareFile account

Creating a Distribution Group (2:52)

  • Group users that you frequently send files to
  • Group users to add them to folders in bulk
  • Manage group membership

ShareFile Inbox (2:32)

  • Access files sent to you
  • Upload files requested from you
  • See when the links expire

Moving Files (2:23)

  • Organize files and folders in your account
  • Move files from one folder to another
  • Customize the file location as your needs change

Copying Files (1:58)

  • Organize files and folders in your account
  • Duplicate files from one folder to another
  • Customize the structure of your account as your needs change

Sharing a Folder with a Distribution Group (1:51)

  • Share a folder with a group of users
  • Manage permissions for the group

Sending a File to a Distribution Group (2:26)

  • Send a file to a set group of users
  • Users will not see who else is receiving the email

VDR-Granting View-Only Access (2:35)

  • Virtual Data Room accounts allow for giving just view permissions
  • View files as flattened PDF
  • Apply a watermark to viewed documents

VDR-Enabling Watermarked Downloads (1:38)

  • Virtual Data Room accounts allow for giving just view permissions
  • Set up users to be able to download files as watermarked PDFs

Turning Off Email Alerts (2:12)

  • Choose to not receive alerts of new activity
  • Choose to consolidate the notifications you do wish to receive

Previewing a File (1:04)

  • Preview full files within ShareFile
  • View information within files without downloading them

Delete a File (0:47)

  • Remove unwanted files from your account
  • Remove older files from ShareFile

Deleting a Folder (1:21)

  • Remove unwanted folders from your account
  • Users with select permissions can delete folders

Creating a Subfolder (1:23)

  • Easily organize your data with subfolders
  • Add users to the subfolder and customize their permissions

Accessing Another User's My Files & Folders (1:23)

  • Members of the super user group can access other user's personal folder
  • Access another user's My Files & Folders as necessary

Restoring Deleted Files (1:32)

  • Files remain available within 7 days of deletion
  • Restore files that were accidentally deleted

Notifying Client Users of New Activity (1:39)

  • Let ShareFile automatically notify users that new files are available
  • Clients choose how often to receive these notices

File Versioning (3:01)

  • Keep older versions of files available
  • Access older versions of a file as needed

Collaborating on a Folder (2:56)

  • Collaborate with others
  • Create folders for projects
  • Setting permissions for different parties

Super User Group (3:22)

  • Give select employee users permissions to all folders
  • Super users have upload, download, delete and admin permissions

Managing Employee Permissions (2:53)

  • Manage employees and how they interact with ShareFile
  • Give select employee users administrative permissions

Checking if a File was Downloaded (1:26)

  • Check if sent files have been accessed
  • Check to see when sent files have been downloaded

Storage Quotas (2:50)

  • Set a quota for employees' My Files & Folders
  • Users are warned when they approach and exceed the set quota

Adding a Request a File Link to Email Signature (2:51)

  • A Request a File link allows your recipients to easily upload files to you
  • Set options on the link as desired

Folder Invitations (3:13)

  • Grant folder access to multiple email addresses
  • Invitees do not need to be a user on your ShareFile account
  • Customize invite permissions

Apps Page (1:15)

  • Desktop apps allow you to quickly and easily interact with ShareFile from your desktop
  • Mobile apps allow you to access ShareFile anywhere

Turning Off Email Alerts for Others (1:03)

  • Remove email alerts for other users
  • Access each folder where you desire to remove their alerts

Two-Step Verification (3:46)

  • Uses your phone to add an extra layer of security
  • Receive verification code via text message or voice call
  • Generate and print backup verification codes

Creating a Shortcut to a Folder (1:08)

  • Create a link to a folder that can be sent to any user with folder access
  • Link will not work for users who have not been granted access

Editing an Existing Link (1:22)

  • Change the options on a previously created link
  • Expire a previously sent link

Setting a Default Zone for a User (1:50)

  • With the StorageZones feature, set which Zone will house a user's folders
  • Choose a user's zone to optimize their ShareFile experience

Adding Users in Bulk (2:31)

  • Create employee or client users in bulk
  • Use the provided template to set the name, email address, company and password for these new users

Editing Files (2:02)

  • Edit a file's name
  • Add details
  • Re-upload a file, bypassing the versioning feature

Editing Personal Info (1:34)

  • Overview of "My Settings"
  • Changing your own personal preferences
  • Selecting an Upload Preference

Forgot Password? (0:55)

  • If you have forgotten your password, use the "forgot password" link
  • If you do not have the ability to change your password, contact your ShareFile administrator

File Retention (3:01)

  • A file retention policy automatically deletes files after the set number of days
  • File retention policies can be set on specific folders, or accountwide

Checking Bandwidth Usage (2:18)

  • Bandwidth summary report provides information about bandwidth usage
  • Check bandwidth usage for particular users

Viewing Storage Usage (2:04)

  • Storage reports detail all files and folders on the account
  • A folder storage report lists all files within a folder

Setting a Folder's Expiration Date (1:32)

  • Set a folder to expire on a specific date
  • When a folder expires, it and all its contents are removed from your account

Reassigning Folders When Deleting a User (1:41)

  • Choose an employee user to transfer a removed user's files to
  • All files in their file box and folders will be transferred to the selected user

Creating a Folder Template (2:47)

  • Folder templates are a default set of subfolders
  • Create and apply templates as desired

Sorting Files (1:51)

  • Arrange files within a folder by title, size, upload date or creator
  • Set a file sort default for a folder or the entire account

Folder Activity Log (1:28)

  • A folder activity log will show all activity on the folder
  • See and export activity on a folder or its subfolders

Removing a User (1:33)

  • Delete a user from your account who no longer needs access
  • Choose to reassign the folders of a deleted employee

Resetting Another's Password (1:23)

  • Reset another user's password as needed
  • Existing passwords cannot be retrieved by anyone

Notification History (1:42)

  • See emails sent by ShareFile on your behalf
  • View emails sent to a particular user
  • View up to 3 days of notifications at a time

Terms and Conditions (1:10)

  • Require users to accept your terms and conditions when accessing your ShareFile account
  • Send your customized terms to ShareFile Customer Support

Remotely Wiping Another's Device (1:18)

  • Remotely wipe ShareFile content from another user's mobile device
  • Remotely revoke or lock the device

Remotely Wiping your Device (1:17)

  • Remotely wipe ShareFile content from your mobile device
  • Remotely revoke or lock the device

Changing a Folder's StorageZone (1:01)

  • Move a folder from the ShareFile public cloud to a StorageZone
  • Move a folder from one StorageZone to another

Disabling a User (1:32)

  • Disable an employee user from accessing ShareFile through any means
  • Disabled users are not notified unless they attempt to access ShareFile

Full User List (1:00)

  • Download a list of all users
  • Receive basic information about all users

ShareFile Plugin for Microsoft Outlook (4:39)

  • Install the plugin
  • Customize Options
  • Send files securely

Folder Details (1:08)

  • Edit or add folder details
  • Make notes for yourself or for others users with access to the folder

Setting up Custom SMTP (1:50)

  • Have ShareFile send emails through your own email servers
  • Receive notices of email delivery failures according to your email server settings

Viewing a Distribution Group's Membership (1:07)

  • View the makeup of a particular distribution group
  • Export an Excel document with detailed information of group membership

ShareFile WebDAV (1:39)

  • Map a network drive using ShareFile WebDAV for Windows Explorer
  • Manage files within Windows Explorer

ShareFile Enterprise Feature Overview (4:53)

  • Empower your organization
  • Deliver on user mobility
  • Retain management and control