ShareFile

FAQ - Previewing Higher-Tiered Features in ShareFile

October 15, 2025

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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.

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FAQ - Previewing Higher-Tiered Features in ShareFile

October 15, 2025

Contributed by:

October 15, 2025

Contributed by:

FAQ - Previewing Higher-Tiered Features in ShareFile

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