AI powered document validation - Beta

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

• 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:

1. From your ShareFile navigation menu, select Account settings > Advanced Preferences.
2. Select AI Settings.
3. Switch Document Validation to ON or OFF.
4. Click Save. Once enabled, all uploads through Request List will go through AI validation.

Note:

This feature is ON by default.

Frequently Asked Questions

• 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.

• 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.

• 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)

• Does this delay uploads?

  • No. The validation happens instantly and won’t block uploads unless you choose to act on the warning.

• Is this secure?

  • Yes. Document analysis happens inside ShareFile’s secure environment. Files aren’t sent to external services.

• 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.