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AI Driven Document Validation
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AI Driven Document Validation
AI Document Validation helps verify that the files your clients upload match your requests when documents are submitted through a request.
This feature streamlines the process, minimizes unnecessary communication, saves time, and enhances accuracy—especially for document-heavy workflows in accounting, legal, finance, and healthcare.
How it works
When a client uploads a file, the AI document validation feature reviews it in real time and checks if it matches the request or description. If the file looks incorrect or incomplete, the system displays a notification.
Clients can review this alert and choose to either correct the upload or continue anyway.
Key features
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Content Mismatch Notification - Clients are notified if the uploaded file doesn’t match the request. You’ll see this when:
- The content doesn’t align with what was asked for (e.g., wrong year, wrong form type)
- The file appears incomplete or unrelated
- Dismissible Alerts - Clients can choose to dismiss the alert and submit the file as-is, offering flexibility when the AI is unsure or when exceptions apply.
Who can use this feature
- This feature is available for ShareFile Premium and ShareFile Industry Advantage plans. For more information, see Plans & Pricing
- AI Document Validation is available in the ShareFile web application and is not currently supported on desktop or mobile apps.
- The following file formats are supported: PDF, DOCX, XLSX, PPTX, and CSV
- File size limit is 20 MB
- A maximum of 10 files can be validated simultaneously
Enable or Disable AI Document Validation
To access the feature:
- From your ShareFile navigation menu, select Settings > Admin Settings > Advanced Preferences.
- Select AI Settings.
- Switch Document Validation to ON or OFF.
- Click Save. Once enabled, all uploads through document request lists will go through AI validation.
Note:
This feature is ON by default.
Frequently Asked Questions
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What happens if a file doesn’t match the request?
- The client sees a content mismatch alert. The file can still be submitted, but you may want to follow up if it looks incorrect.
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Can I turn off the AI suggestions?
- Yes. Admins can disable Document Validation in the account settings. Users can also dismiss alerts on a per-file basis.
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Why don’t I see this feature?
- Make sure:
- You’re using the web platform
- Your account is on a supported plan (Premium, Industry Advantage)
- Make sure:
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Does this delay uploads?
- No. The validation happens instantly and won’t block uploads unless you choose to act on the warning.
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Is this secure?
- Yes. Document analysis happens inside ShareFile’s secure environment. Files aren’t sent to external services.
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Can users dismiss the notification module?
- Yes, users can dismiss the notification module and submit files even when the module is deemed invalid.
Example use case
You request a “W-2 for 2024” in a document list. The client uploads a 2023 return by mistake. The AI flags the mismatch, and the client corrects it right away - no need for follow-up emails.
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