How It Works: Our Walkthrough of ShareFile’s Document Collaboration Tools

Right now on The way it Works, Lead Product Supervisor for ShareFile, Pedro Ventura, walks me by means of easy and sophisticated doc sharing from each the regulation agency and the shopper perspective.

ShareFile is a doc sharing portal for regulation companies, which “helps streamline frequent document-heavy workflows whereas enhancing safety for doc sharing, onboarding, communication, and different duties. And it simplifies service supply for higher productiveness and a extra seamless shopper expertise.”

Readers excited by studying extra about ShareFile, which was just lately acquired, can watch our authentic product demo from final 12 months, right here.

On this video, we dive into two totally different workflows: a easy file share, and a extra complicated challenge dashboard. Notably, this 12 months, ShareFile added some new AI options that enhance its complicated file sharing workflow. Attorneys can use AI to recommend which paperwork are required from a shopper primarily based on the case kind, and might ship and obtain doc requests in bulk.

All the video’s chapters, with time codes, will be discovered on YouTube, however a few of the particular matters we go over are:

Easy doc collaboration
Utilizing challenge areas for complicated collaborations
Creating folders and utilizing folder templates
Shopper view for each easy and sophisticated collaborations
Utilizing AI to generate doc request strategies
Sending info requests, questionnaires, and signature requests
Attaching signature requests to templates and paperwork

About How It Works

How It Works is a sponsored video sequence that allows you to see how authorized know-how merchandise work. Every episode contains a hands-on demonstration, introduced by the product’s developer and moderated by me.

See different episodes right here or on YouTube, or learn this introduction.

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