ShareFile

What’s new in ShareFile documentation

A goal of ShareFile is to deliver new features and product updates to ShareFile customers when available.

To you, the customer, this process is transparent. Initial updates are applied to ShareFile internal sites only, and are then applied to customer environments gradually. Delivering updates incrementally in waves helps to ensure product quality and to maximize the availability.

March 1, 2024

ShareFile secure share and request management

ShareFile admins can manage the defaults for both sharing and requesting files. For more information, see:

February 28, 2024

ShareFile 24.2.2

This release addresses issues that improve overall performance including:

ShareFile share and request settings - Admins can set share and request link defaults across all ShareFile applications. For more information, see Secure sharing options.

February 20, 2024

Signatures

This release addresses issues that improve functionality by including the following enhancement:

  • Import fields - save time by importing fields from previous signature request documets. For more information, see Import fields

ShareFile 24.2.10 for Outlook

February 16, 2024

ShareFile 24.2.10 for Outlook

This release addresses issues that improve overall performance including:

ShareFile share and request settings - Admins can set share and request link defaults across all ShareFile applications. For more information, see Secure sharing options.

For release information regarding fixed issues, see ShareFile for Outlook

February 15, 2024

ShareFile 24.2 for Mac

This release addresses issues that improve functionality by including the following enhancements:

Storage protection - ShareFile for Mac can detect storage overages and block uploads from occurring. For more information, see ShareFile Storage.

ShareFile share and request settings - Admins can set share and request link defaults across all ShareFile applications. For more information, see Secure sharing options.

Supported Language update - ShareFile has updated the supported language list. For more information see Supported languages.

ShareFile API

All public share links accessed through api.sharefile.com will require authentication.

For more information, see REST API Quick Start Guide.

February 9, 2024

ShareFile Managing Security Notifications

ShareFile now provides flexible email notifications for Security Alerts. ShareFile now enables Admins to efficiently route security-related email alerts to their organization’s internal security team.

For more information, see Manage notifications.

February 6, 2024

Domain inclusion list

ShareFile added *.harness.io to the recommened inclusion list of domains.

For more information, see Firewall configuration.

February 5, 2024

Signatures

This release addresses issues that improve functionality by including the following enhancements:

  • Use Saved Signatures in Signature Annotations.

  • Align fields when preparing a signature request.

  • Add, modify, or remove recipients from the signature requests details page.

Note:

These are only available in ShareFile Signature. For more information, see Signatures.

January 25, 2024

ShareFile for Windows 24.1.26

This release addresses issues that improve overall performance.

For more information, see ShareFile for Windows.

January 9, 2024

Signatures

This ShareFile release provides the bulk send enhancement that allows you to send multiple signers their own copy of a single document.

For more information, see Send in bulk.

December 20, 2023

Signatures

This ShareFile release provides three enhancements that improve the signature flow and abilities when requesting a signature. Select the links below to learn more about these new enhancements.

Revise a signature request - Users can now revise a Signature request that is In-Progress to make any necessary changes.

Using Payment fields - Signature users with Stripe integrated can use the new Payment field when setting up their signature requests.

Using checkbox groups - Checkbox groups allow you to create optional or required lists of items for the signer to acknowledge when completing a signature request. The flexibility with these checkboxes allow you to customize your signature requests and requirements for different recipients.

December 11, 2023

RightSignature

This release addresses issues that improve overall performance and include the following enhancement:

Signer document download - RightSignature admins can enable or disable the option for recipients to download a document before signing. For more information on using this new option, see Signer document download.

For more product information, see Electronic signature - Fixed issues.

ShareFile

As part of our on going Product improvements, we are in the process of updating our backend systems. This process should be seamless for our customers and new billing functionality might be introduced for your account.

Signatures

This release also includes the following enhancement for our ShareFile Signatures users:

ShareFile signature users can now edit a new permission for recipients under Default settings that allow recipients to download a document before signing. For more information regarding this new setting, see Signer permissions.

Saving emails with ShareFile

ShareFile is excited to announce our new product enhancements for ShareFile for Google Workspace and ShareFile for Microsoft Outlook Online. You now have the ability to easily save emails with attachments directly to ShareFile. This enables you to organize, access, and share your email content effortlessly within the same platform you trust for secure file storage.

For more information see:

November 30, 2023

ShareFile Projects (or Engagements) enhancements

Delete and restore Projects (or Engagements) - Deleted projects (or engagements) are easily restored with the latest release.

Restore a deleted document request - Deleted document requests can be restored using the new Restore feature.

Delete and restore a file or files in a Project (or Engagement) - Project files can be deleted and restored with the latest release.

November 6, 2023

ShareFile Threat detection alerts and remediation updates

This release includes enhancements to our threat detection and remediation features.

For more information, see ShareFile threat detection alerts.

ShareFile Projects (or Engagements) enhancements

Projects dashboard - updated with the latest ShareFile branding.

Projects search and sort - Users can now search and sort Projects.

Projects user clean-up - Projects are now included in the Delete employee users process and will require reassignment when a Project owner is no longer available.

Document Requests - Project owners can change and add assignees to an active document request list.

Projects status - We now allow filtering based on the Project status of either Open or Closed.

RightSignature enhancement

This release includes an enhancement to RightSignature:

Editing signer name after request is sent - Senders can edit the signer name and email on a signature request.

November 1, 2023

ShareFile for Mac beta release

The beta release of ShareFile for Mac provides the following updates to the application:

Download ShareFile for Mac beta release to try these beta features.

For more information, see ShareFile for Mac.

October 31, 2023

ShareFile 23.10 for Mac

We have updated ShareFile for Mac to utilize our new brand in the application. This includes the following updated features:

  • Redesigned experience for sharing and requesting files - following the latest secure sharing options implemented in our ShareFile web application, the ShareFile for Mac experience now offer a consistent experience.

  • Editable shares - ShareFile for Mac now offers the ability to provide editable shares.

For more information, see Share files in ShareFile for Mac.

October 26, 2023

ShareFile managed cloud storage zone is available in the UAE region

A new ShareFile managed cloud storage zone is now available in the UAE region. If you are a customer located in the UAE region, reach out to ShareFile support to get the new storage zone enabled on your account.

For more information including the list of available ShareFile cloud storage zones see, ShareFile managed cloud storage zones.

October 23, 2023

New secure sharing options

We are taking steps to improve the security posture of file sharing. From now on all links default to use secure sharing options which will apply across all ShareFile locations: ShareFile desktop app for Mac and Windows, ShareFile Web app, ShareFile Mobile app, ShareFile Plug-in for Microsoft Outlook and Gmail.

  • The ‘sign in required’ option will be selected by default for all shares

  • A new alert when you are about to share a link that can be viewed by anyone.

  • Admins can require authentication for all share or request links for the account.

Note:

When selecting the “Anyone (public, must enter a name and email) option, the recipient is required to complete the reCAPTCHA request.

Learn more subdomain

For more information, see our Learn more page for New secure sharing options.

October 12, 2023

SF start page

ShareFile announces a new look and feel to show ShareFile’s evolution into a complete solution

We’ve evolved our solution to go beyond secure document sharing. We’re helping our customers embrace digital-first workflows that use automation, native e-signature, and best-in-class security. The efficiencies and cost savings created by these workflows allow our customers to focus on delivering a modern client experience.

At the core of our renewed brand identity is ease. We wanted to capture that feeling of checking off all the boxes from start to finish – without any roadblocks. Our new logo mark, for example, brings this feeling to life by using the iconic check mark, a sign of accomplishment.

From our brand colors to our 3D elements, ShareFile’s new look and feel helps us tell the story of smooth processes and the resulting moments of energy and joy that make work meaningful.

To learn more about our evolution, see A modernized brand to take ShareFile into the future of work.

September 26, 2023

New ShareFile storage features

For net-new accounts created after August 4, 2023, ShareFile Admins will see a new dashboard for storage consumption on the account in addition to enforcement of storage limits. The following new features are available for net-new accounts.

Storage usage admin dashboard - is a new feature in ShareFile. Storage usage is an admin space that includes a dashboard where admins can view and perform the following:

  • View the total storage used by the account through the indicator.
  • Review how much storage is consumed out of the allocated storage.
  • The date when the storage was updated.
  • Get a list of top storage consumers in the account.
  • Select and notify the users that are using more storage than needed.

Notifications on the ShareFile UI display the storage consumed by an account and what action must be taken to get the storage within the limit. ShareFile also sends emails to admins when an account reaches 90% and 100% of allocated storage.

Storage enforcement - If an account has consumed 100% of its storage and exceeds the total storage limit, the account actions are blocked, not allowing users of that account to upload files, create documents, add new data, request a file, or duplicate files. However, the users can log in to their account, view, and download.

For more information, see ShareFile storage.

September 25, 2023

ShareFile - Tenant Management

ShareFile allows partners to add new tenant accounts. The new automated provisioning provides more streamlined account management, easy tenant setup, and faster time to market.

For more information, see Tenant Management.

September 19, 2023

ShareFile signature enhancements

This release addresses issues that improve overall performance and include the following features:

Set to date of Signature - Enable this when sending for signature to autofill the date the document is signed. For more information, see Auto-fill date

Date Formats - ShareFile added five additional date format options. For more information on setting the date option in ShareFile, see Time and Date.

ShareFile VDR feature update

ShareFile VDR users can access the following new feature:

Threat detection alerts: Secure client data by getting notified of unusual access to ShareFile account via email.

September 14, 2023

ShareFile for Outlook Online

ShareFile is excited to announce the launch of our ShareFile for Outlook Online add-in.

ShareFile for Outlook Online is a feature app available for ShareFile Advanced and Premium customers when using Outlook Online.

To access the ShareFile for Outlook Online add-in, go to Microsoft AppSource. For more information, see ShareFile for Outlook Online.

September 11, 2023

New features now available in the EU control plane

ShareFile Premium subscribers under the EU control plane now have access to several new Premium features. For more information on each of these features, select the feature name:

  • Projects (or Engagements) - a new collaborative space in ShareFile to organize, digitize, and unify services with clients.

  • Document Requests our new request list tool that digitizes, organizes, and streamlines document request and collection workflows, such as HR documents for hiring or collecting a list of financial documents.

  • Automated Workflows - a new workflow builder in ShareFile that can be used to customize workflows based on specific actions and automation triggers.

  • Accelerated Agreements for Client Onboarding - this ready-to-use workflow streamlines and automates client onboarding agreements, such NDAs, or other signature agreements commonly needed to begin services.

August 31, 2023

Citrix Files for Mobile

ShareFile is happy to announce Microsoft Office 365 co-editing abilities in Citrix Files for iOS and Citrix Files for Android. Advanced and Premium ShareFile users now have the following mobile abilities:

  • Live co-editing abilities with multiple users
  • View various types of Microsoft Office 365 online files
  • Edit Microsoft 365 files online
  • View offline files
  • Create new Microsoft Office files to share with users

Citrix Files 2380 for Android

For more information on the new co-editing feature with Citrix Files for Android, see Co-editing using your Android device.

Citrix Files 2380 for iOS

For more information on the new co-editing feature with Citrix Files for iOS, see Co-editing using your iOS device.

August 14, 2023

ShareFile new and updated features

Tasks: Now you can easily track the status of tasks related to client matters, including whether they are in progress, completed, overdue, or yet to start. Utilize this new feature within our recently released Projects (or Engagements) functionality.

Threat detection alerts: Secure client data by getting notified of unusual access to ShareFile account via email.

Integrations of prospective client data with Salesforce and QuickBooks.

Projects (or Engagements) has added functionality with the above new Tasks feature.

Accelerated Agreements with auto-fill templates - now with built-in unlimited e-signature, and updated Project Creation to expedite tedious document preparation.

Automated workflows with new Send an email action - Personalized welcome emails are effortlessly sent to clients fostering better client relationships and trust, directly from an automated workflow.

ShareFile for Windows

Add a place - ShareFile for Windows users can now connect to native Microsoft applications for a full experience on their desktop tool and automatically save files back to ShareFile while editing or co-editing.

August 7, 2023

ShareFile 2023.8.7 for Mac

We are proud to announce the new ShareFile for Mac application. To download ShareFile for Mac, click here.

The new ShareFile for Mac release addresses issues that improve overall performance.

For more information, see ShareFile for Mac.

August 3, 2023

ShareFile Migration Tool v4.4.3.0

Download the latest version of the ShareFile Migration tool here.

See ShareFile Data Migration Tool for more information.

August 2, 2023

ShareFile for Google Workspace

This new ShareFile add-on is seamlessly integrated into your productivity tools and transforms collaboration, simplifies file sharing, and supercharges productivity.

Be notified whenever someone accesses a file or sends you a file so you are always aware of what is going and can take action. You can also set different security and access levels.

For end-user help including accessing and sign in, see User Guidance for ShareFile in Google Workspace

Access the ShareFile add-on by visiting the ShareFile add-on page.

August 1, 2023

ShareFile

ShareFile is happy to announce a major update to our ShareFile Projects (or Engagements) feature:

Delete a project - ShareFile Premium customers now have the ability to delete the projects or engagements they create. For more information, see Delete Projects (or Engagements).

Clients can add other contributors to a project - ShareFile Project (or Engagement) owners can now allow clients on their project to add other contributors from the client’s organization. For more information, see Manage project users.

Project owners can add team members - ShareFile Project (or Engagement) owners can add team members from their organization to assist with their project. For more information, see Manage project users.

July 20, 2023

ShareFile for Windows 23.7.10

This release addresses issues that improve overall performance.

For more information, see ShareFile for Windows.

July 11, 2023

ShareFile 23.7.3 for Outlook

This release addresses issues that improve overall performance.

To download the latest release, please see the ShareFile for Outlook downloads page.

For more information, see ShareFile for Outlook

Citrix Files 2370 for iOS

This release addresses issues that improve overall performance.

For more information, see Citrix Files for iOS.

July 10, 2023

ShareFile 23.7 for Windows

We are proud to announce the new ShareFile for Windows application. To download ShareFile for Windows, click here.

Dashboard Dashboard

The new ShareFile for Windows release addresses issues that improve overall performance and include the following feature update:

New request files experience - this update offers more options for requesting files including enhanced link creation and definition and access for specific people while using ShareFile for Windows.

For more information, see ShareFile for Windows.

June 26, 2023

Citrix Files 2360 for Android

This release addresses issues that improve overall performance.

For more information, see Citrix Files for Android.

June 20, 2023

Citrix Files 2360 for iOS

This release includes user improvements including an update to version 23.4.0 for MDX SDK.

For more information, see Citrix Files for iOS.

May 23, 2023

ShareFile

ShareFile is happy to announce our redesigned log-in and sign-on screens. We have improved accessibility and security along with a new modernized logo and fresh look and feel. No changes were made to the functionality.

Password

Sign in to your ShareFile account, using your preferred method today, to see our new look.

May 22, 2023

Citrix Files 2355 for iOS

This release addresses issues that improve overall performance and includes the following new update to our sharing capabilities with iOS devices:

Improved sharing capabilities - this update includes more options for sharing, for link creation and definition, and access for specific people.

For more information, see Upload Files.

May 17, 2023

ShareFile announces the inclusion of *.sharefile.io

Add *.sharefile.io for future ShareFile feature releases and improved functionality.

For more information on who this might impact, see Firewall configuration.

May 11, 2023

Storage zones controller 5.11.24

This release includes security updates and fixed issues for ShareFile storage zone controllers.

For more information, see About storage zones controller.

May 4, 2023

ShareFile Virtual Data Room

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

Also, during account sign up, customers can now select the EU control plane, which enables VDR to be utilized internationally while being EU compliant and following stringent guidelines like GDPR.

For more information, see ShareFile Virtual Data Room.

May 1, 2023

ShareFile

This release addresses issues that improve overall performance and includes the following new features:

Enhanced Accelerated Agreements for Client Onboarding - this update includes added functionalities for current clients and added capabilities for visibility and management of the workflow. For more information, see:

Automated Workflows beta release - this new feature, for ShareFile Premium users, enables you to easily track and manage the progress of accelerated agreements. For more information, see:

April 19, 2023

Citrix Files 23.4 for Windows

This release addresses issues that improve overall performance and includes the following updates:

Improved sharing capabilities - this update includes more options for sharing, for link creation and definition, and access for specific people.

Citrix Workspace integration is no longer available.

For more information, see Citrix Files for Windows.

April 17, 2023

ShareFile for Outlook

Citrix Files applications are changing their names to ShareFile. In this release, Citrix Files for Outlook is now ShareFile for Outlook.

Citrix Workspace integration is no longer available.

For more information, see ShareFile for Outlook

March 29, 2023

Citrix Files 2330 for iOS

This release addresses issues that improve overall performance and includes the following new update to our upload capabilities with iOS devices:

Upload Files - you can now upload files directly from your device to your ShareFile folders.

For more information, see Upload Files.

March 22, 2023

Citrix Files 23.3 for Mac

This release includes native support for Apple Silicon and addresses issues that improve overall performance and stability.

For more information, see Citrix Files for Mac.

February 22, 2023

ShareFile

This release addresses issues that improve overall performance and includes the following new update:

Improved sharing capabilities - this update includes more options for sharing, for link creation and definition, and access for specific people.

For more information, see Share files.

February 14, 2023

Citrix Files 2320 for Android

This release addresses issues that improve overall performance.

For more information, see Citrix Files for Android.

February 6, 2023

RightSignature

This release addresses issues that improve overall performance and include the following feature:

Decline to sign - signers can now decline to sign documents received from RightSignature accounts. For more information, see: RightSignature - Decline to sign.

For more product information, see Electronic signature - Fixed issues.

Citrix Files 2320 for XenMobile

This release addresses issues that improve overall performance including better file uploads from your iOS device.

For more information, see Citrix Files for iOS.

January 24, 2023

Citrix Files 2310 for iOS

This release addresses issues that improve overall performance and includes local file uploads from your iOS device.

For more information, see Citrix Files for iOS.

January 12, 2023

ShareFile 01-12-2023

This release addresses issues that improve overall performance and includes the following new feature:

Accelerated Agreements - This new feature for ShareFile Premium users improves their client onboarding process. This feature reduces onboarding cycle time.

For more information, see Accelerated Agreements - Client Onboarding.