Características de Progress ShareFile
Platform (15)
Custom Branding
Based on 87 Progress ShareFile reviews.
Custom branding can be applied through signature process
User, Role, and Access Management
As reported in 96 Progress ShareFile reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
62 reviewers of Progress ShareFile have provided feedback on this feature.
Performance and Reliability
As reported in 107 Progress ShareFile reviews.
Integration APIs
As reported in 60 Progress ShareFile reviews.
To which systems have you integrated this product
Performance and Reliability
This feature was mentioned in 271 Progress ShareFile reviews.
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
220 reviewers of Progress ShareFile have provided feedback on this feature.
Access pre-built and custom reports to monitor user activity and storage
System of Record Integration
As reported in 201 Progress ShareFile reviews.
Integrates to systems other systems of record such as CRM, ERP, Outlook, Sharepoint
APIs
This feature was mentioned in 158 Progress ShareFile reviews.
Enables custom integration to external systems
Internationalization
As reported in 11 Progress ShareFile reviews.
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
As reported in 14 Progress ShareFile reviews.
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
This feature was mentioned in 13 Progress ShareFile reviews.
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
As reported in 12 Progress ShareFile reviews.
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Based on 11 Progress ShareFile reviews.
Enables custom integration to external systems.
Signature Process (8)
Document Signing
This feature was mentioned in 192 Progress ShareFile reviews.
Allows signor to easily and intuitively sign documents
Reminders and Expirations
This feature was mentioned in 167 Progress ShareFile reviews.
Reminds signors of documents that are waiting to be signed and document expiration dates
Sign-In Process
Based on 187 Progress ShareFile reviews.
Process of authenticating is secure and seemless
Mobile Signatures
Based on 124 Progress ShareFile reviews.
User can easy send and sign documents on mobile devices
Signature Workflow
This feature was mentioned in 178 Progress ShareFile reviews.
Sendor/Adminstrators can easily set up and track documents through multiple signature steps
Bulk Digital Signatures
As reported in 93 Progress ShareFile reviews.
Send documents requiring signature to 1000's of signers at once
Reporting
This feature was mentioned in 134 Progress ShareFile reviews.
Provides standard reports and easy creation of custom reports to manage signature process
Signature Document Creation
175 reviewers of Progress ShareFile have provided feedback on this feature.
Easy to create signature blocks on all required electronic document types/formats
Security and Scalability (3)
Regulatory Compliance
Based on 140 Progress ShareFile reviews.
Meets required regulartory compliances
Signature History and Audit
157 reviewers of Progress ShareFile have provided feedback on this feature.
Tracks all document signing history to comply with required regulations
Enterprise Scalability
This feature was mentioned in 106 Progress ShareFile reviews.
Provides features to allow scaling for large organizations
File Management (16)
Device Syncing
Based on 608 Progress ShareFile reviews.
Provides functionality that manages file syncing between both PC and Mobile devices to ensure files are up to date no matter who or what device they are updated on
Web Interface
717 reviewers of Progress ShareFile have provided feedback on this feature.
Ability to access documents via a web interface without a client being installed on a device
File Type Support
Based on 723 Progress ShareFile reviews.
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Search
Based on 655 Progress ShareFile reviews.
Can easily find files via a simple and/or advanced search
Mobile Apps
This feature was mentioned in 474 Progress ShareFile reviews.
iOS, Android and Windows phone apps provide functionality that enable user to perform same functions as they would on a PC
File Type Support
As reported in 13 Progress ShareFile reviews.
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
As reported in 13 Progress ShareFile reviews.
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
Versioning
14 reviewers of Progress ShareFile have provided feedback on this feature.
Keep track of incrementally changing versions of the same file.
Collaboration
16 reviewers of Progress ShareFile have provided feedback on this feature.
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
This feature was mentioned in 13 Progress ShareFile reviews.
Autogenerate documents based on templates and form submission.
Form Creation
As reported in 12 Progress ShareFile reviews.
Able to create and manage submittable user forms.
Portals and Sites
As reported in 11 Progress ShareFile reviews.
Able to create user portals and sites.
Disposition
As reported in 11 Progress ShareFile reviews.
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
This feature was mentioned in 12 Progress ShareFile reviews.
Can easily find files via a simple and/or advanced search.
Web Interface
Based on 13 Progress ShareFile reviews.
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
Based on 12 Progress ShareFile reviews.
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Collaboration (4)
File following
619 reviewers of Progress ShareFile have provided feedback on this feature.
Allows users to receive updates when files have been updated, added, deleted or moved.
File Sharing
This feature was mentioned in 755 Progress ShareFile reviews.
Allows users to share individual files/folders to persons outside or inside organization. Ability to assign edit or view only privileges.
Simultaneously Editing
Based on 528 Progress ShareFile reviews.
Users can work simultaneously on files.
Change Tracking / Audit Logs
As reported in 549 Progress ShareFile reviews.
Provides an audit log of changes and enables users to revert to a specific version
Administration (6)
User and Role Management
This feature was mentioned in 517 Progress ShareFile reviews.
Enables administrator to provide segmented access to tool based on role. Easy to create new users and remove users.
Policies and Controls
Based on 496 Progress ShareFile reviews.
Ability to control by user/group file/folder access, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
Device Management
As reported in 456 Progress ShareFile reviews.
Admins can restrict access to files by device in the event of lost/stolen devices as well as users that no long work for organization. Also may provide ability to wipe files from devices remotely.
Storage Limits
As reported in 502 Progress ShareFile reviews.
Administer storage limits by user or group
Storage Zones
429 reviewers of Progress ShareFile have provided feedback on this feature.
Choose data center your files should be stored at
Security
538 reviewers of Progress ShareFile have provided feedback on this feature.
Stores and transfers files in secure environment
Workflow (5)
Process Automation
This feature was mentioned in 13 Progress ShareFile reviews.
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
This feature was mentioned in 12 Progress ShareFile reviews.
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
This feature was mentioned in 12 Progress ShareFile reviews.
Any action a user can perform in the system can be specified as an automated action.
Records Management
This feature was mentioned in 11 Progress ShareFile reviews.
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
This feature was mentioned in 11 Progress ShareFile reviews.
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Setup (4)
Activities
This feature was mentioned in 23 Progress ShareFile reviews.
Provide standard activities and tasks that can be customized by users
Flows
As reported in 22 Progress ShareFile reviews.
Users can easily create flows using drag and drop features
Dependencies
22 reviewers of Progress ShareFile have provided feedback on this feature.
Define and manage dependencies between tasks and workflows
Notifications
Based on 24 Progress ShareFile reviews.
Include alters that can be used with workflows
Management (6)
Updates
23 reviewers of Progress ShareFile have provided feedback on this feature.
Ability to update multiple workflows at the same time
Audit Trail
This feature was mentioned in 23 Progress ShareFile reviews.
Maintain a history of all workflow changes
Integration
22 reviewers of Progress ShareFile have provided feedback on this feature.
Integrate with ERP or project management software
File Management
Based on 80 Progress ShareFile reviews.
Drag-and-drop feature to transfer files and directories.
Synchronization
Based on 73 Progress ShareFile reviews.
Supports synchronization of remote and local directories.
Performance
76 reviewers of Progress ShareFile have provided feedback on this feature.
Protocol offers high performance data transfer.
Communication (3)
Feedback
Allows managers and peers to provide feedback on goal progress.
Messaging Integrations
Integrates with outside business instant messaging tools.
Onboarding
Provides built-in onboarding tools for new user adoption.
Goal Creation (3)
Team OKR
Allows users to make team-wide OKRs.
Individual OKR
Allows users to make OKRs for individual team members.
Action Item Creation
Allows users to create goals and takss based on action items decided in in-person meetings.
Platform Basics (4)
Project and Task Lists Organization
Ability to organize recurring projects and tasks into standardized workflows.
Project Templates
Provides marketing project templates, which can include editorial calendars, marketing project plans, creative requests, campaign management, event calendar, etc.
Team Member Roles
Ability to assign team members specific roles on specific projects.
Automated Alerts and Notficiations
Ability to send automated alerts and notifications when projects have been updated and/or compelted.
Content Planning (2)
Content Organization
Ability to organize content and manage approvals during the content creation process.
Task Assignment
Ability to assign content tasks to writers, designers, and editors.
Other Features (2)
Integrations
Ability to integrate with other tools, including project management tools, productivity tools, marketing technology, publishing tools, etc.
Reporting
Ability to export all marketing activities to a PDF report to easily share results with relevant stakeholders.
Functionality (4)
File Transfer
78 reviewers of Progress ShareFile have provided feedback on this feature.
Allows file transfer between remote computers over a network.
Language Support
Based on 59 Progress ShareFile reviews.
Supports Unicode i.e. Is available in multiple languages.
File Backup
74 reviewers of Progress ShareFile have provided feedback on this feature.
Allows backup of huge files.
Mobile Support
67 reviewers of Progress ShareFile have provided feedback on this feature.
Supports accessability through differing operating systems and mobile devices.
Security (3)
Encryption
This feature was mentioned in 73 Progress ShareFile reviews.
Transform or encode the files before the transfer to ensure security.
Authentication
This feature was mentioned in 75 Progress ShareFile reviews.
Ensures a client's identity and rights to access a server.
Access Control
This feature was mentioned in 77 Progress ShareFile reviews.
Allows limited user access over the file transfers and servers.
Marketing Campaign Performance (2)
Performance and ROI Tracking
Ability to track marketing campaign performance and return on investment (ROI).
Activity Tracking
Ability to compare marketing plans to historical activity.
Generative AI (1)
AI Text Generation
Based on 18 Progress ShareFile reviews.
Allows users to generate text based on a text prompt.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Cloud Content Collaboration (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - E-Signature (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Workflow Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Marketing Calendar (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Objectives and Key Results (OKR) (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting





