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Take Back
Your Time with
Workflow Automation
Spend more time on valuable work by building your own automated workflows to handle repetitive, routine tasks.
Experience Work That Flows
See How Easy It Is to Automate Those Time-Consuming Manual Tasks
Watch VideoSave Time – for You and
Your Clients
Automating repetitive tasks saves you and your clients from time-intensive to dos. Speed through form fills, signature requests, and more.
More Time and Less Repetition
Put routine tasks on autopilot to save time and reduce errors. Simply select an action, like a file upload or e-signature, to launch a workflow.
Build Secure Workflows
in Minutes
Stay focused on what really matters — your clients – instead of second-guessing security. Any files or documents you use in a workflow are protected with file encryption.
Features That Let You Get More Done in Less Time
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Full Visibility
Check on the status of any workflow at any time, and automatically send reminders as needed.
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Autofill Data
Prefill forms with existing client data that already resides in ShareFile — no need to retype or ask clients to fill in repetitive info.
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Build and Save Templates
Save any workflow as a template for future use, creating a consistent process company-wide.
"ShareFile has a great web interface, security is excellent, and workflows and integration with Outlook are all outstanding."
Jerry J. Senior Technical Engineer, Estes Express Lines