ShareFile

ShareFile Virtual Data Room

September 4, 2024

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ShareFile provides a simple virtual data room designed for your most complex deals.

ShareFile VDR accounts are enabled to utilize the following ShareFile features:

Projects - ShareFile Projects is a space centered around document collaboration. Projects enable users to track and engage in client collaboration.
Template Library - ShareFile provides access to all of your templates and templates shared with you in the Templates library.
Document Templates - Use Document templates to automatically create highly personalized/customized documents and agreements.

Did you know…

ShareFile Virtual Data Room allows customers to easily configure HIPAA compliance and protect sensitive documents that are stored or distributed during confidential transactions.

When signing up for a VDR account, customers can now select the EU control plane. This enables VDR to be utilized internationally while being EU compliant and following stringent guidelines like GDPR.

ShareFile VDR users can secure client data by getting notified of unusual access to ShareFile account via email with Threat detection alerts.

ShareFile Virtual Data Room supports FINRA archiving as per the SEC rule 17a-4 guidance. To learn more, see ShareFile Archiving.

ShareFile Virtual Data Room (VDR) allows you to easily control, share, and track your secure documents — it’s your complete due diligence solution.

ShareFile’s web-based virtual data room allows parties around the world to access documents easily and securely with complete audit trails.

Note:

Existing ShareFile accounts cannot be converted to the Virtual Data Room account type.

To learn more about ShareFile virtual data room functions and features, see ShareFile Virtual Data Room user guidance.

Limitations

Password protected files and corrupted files do not render correctly.
Virtual Data Room features are not enabled for non-VDR accounts.
Some Virtual Data Room enhancements are only available for US customers at this time.

Fixed issues

Currently, there are no fixed issues to report.

KNown issues

Currently, there are no known issues to report.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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ShareFile Virtual Data Room

September 4, 2024

Contributed by:

September 4, 2024

Contributed by:

ShareFile Virtual Data Room

Limitations

Fixed issues

KNown issues

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