17 Dec Enhancements to the ShareFile Portal: What You Need to Know
In July 2023, Clearline transitioned to the ShareFile platform, a leading solution for secure document sharing. This upgrade was part of our commitment to enhancing the security of our document exchange process while providing an improved user experience for our clients.
Three Document Sharing Options
One of the key advantages of the ShareFile system is its flexibility, offering three secure options for document sharing:
- Secure ShareFile Emails: Send and receive files directly through encrypted emails.
- ShareFile Portal: A dedicated client portal for seamless file management.
- Website Upload Page: Conveniently upload files through our website’s secure upload page.
For a detailed overview of these options, refer to our earlier post, File Sharing with Clearline, published in 2023.
What’s New in the ShareFile Portal?
On November 20, 2024, ShareFile introduced updates to the ShareFile Portal to enhance user experience. While the new interface is now the default, you can switch back to the previous version until mid-2025 if preferred.
Key updates to the ShareFile Portal include:
- Improved User Interface: A refreshed design for better task visibility and navigation.
- Reorganized Homepage: New locations for settings, folders, and incoming files.
- Project Layout Enhancements: Previously created and shared projects now appear differently for easier access.
These updates are designed to make file sharing more intuitive and efficient for our clients.
Need Access to the ShareFile Portal?
If you don’t yet have a ShareFile Portal account with Clearline and would like to take advantage of its features, please reach out to your Clearline representative. A Client Service Administrator (CSA) will assist you in setting up an account tailored to your needs. We value your feedback and hope these improvements enhance your experience with the ShareFile platform.