FAQ - Previewing Higher-Tiered Features in ShareFile

• What are feature previews in ShareFile?

  • Feature previews let you explore select enhanced features during your trial or on certain plans. They’re designed to help you experience the value of premium capabilities before deciding to upgrade.

• How does my access to higher-tiered features change when I move from a trial to a paid plan?

  • Your access depends on the specific feature you’re using and the plan you choose after your trial.

    For example, if you used all 5 e-signatures during your Premium trial, you’ll need to upgrade to the Premium plan to continue using e-signatures. If you move to an Advanced plan, you’ll retain access to the same previews you had during your trial.

    You’ll see a message in your account indicating how much of a feature you’ve used. Once you reach the preview limit, you’ll be prompted with options to upgrade for continued access.

• How do I know if I’m previewing a higher-tiered feature or have full access?

  • ShareFile will display a message or banner when you're using a feature in preview mode. If you don’t see a preview message, you likely have full access to that feature.

    

• How can I unlock full access to a previewed feature?

  • Admins can upgrade through the billing section, and employees can request an upgrade from their admin.

• Can employees request a plan upgrade?

  • Yes. Employees can submit an upgrade request to their account admin from within ShareFile when they have reached the end of their feature preview.

    

• Can admins upgrade the plan directly?

  • Yes, if your account is enabled for self-service. Admins of Self-service accounts can upgrade at any time through the billing section in account settings. Most plans support self-service upgrades.

• What are the differences between ShareFile plans?

  • Each plan offers different levels of access to features like e-signatures, advanced security, and integrations. Visit Plans & Pricing for a detailed comparison.

• When does access to previewed features end after a trial or plan change?

  • Access to previewed features typically ends when your trial expires or if your plan changes. You’ll receive a notification in your account when a feature is no longer available, along with upgrade options.

• What happens to my data if I downgrade my current plan?

  • Your data remains secure and accessible. However, you may lose access to certain features. For example, documents signed using e-signatures will still be stored, but you won’t be able to send new ones unless you upgrade.

• Will I be notified before losing access to previewed features?

  • Yes. You’ll receive in-product notifications and emails before your trial ends or if your plan changes.