Scenarios where I find Markup.io appropriate: Sharing files with a client (as an agency) that are not approved but need to visually assessed. Sharing short-term files with external teams Housing client files short-term Scenarios where it is less appropriate: Long term storage of team files Sending approved files to a client
Progress ShareFile has been a great tool for sharing files. When you send to outside people they get an easy link to click on to download the needed files. On the sender side you get options to have the person do things logon to get the file, just enter a name and email address, or just click on the link and download. There are hooks to use other tools to scan for personal information like SSN or credit card numbers. Many of our users use email to send and store emails. They have found that clicking on a link to get a file adds a bit of complexity but many have learned how to adjust to the change.
I think that one of ShareFile's greatest strengths is its ease of use. With the outlook plug-in sharing large documents is so quick and easy.
I also like the security and control that is provided for who can access the documents and tracking the changes within them. I think it does well at protecting information that leaves the company.
I also think the website is well organized and easy to use. It was very easy for us to implement and train our employees on the proper use of the website and software.
It's a highly effective and secure storage system, has robust workarounds for serving the various equipment limits of our users, meets high security requirements of HIPAA standards, significantly reduces our needs for producing paper trails.
It's UI makes it super easy to use and it has the benefits that I need. I can share a tool with my clients that makes the process easier which makes my firm look good and the fact that the platform is so appealing also makes my firm look good by extension
Some of the clunkiness in the user interface and the processing of documents could be made more seamless. However, once you get over that learning curve, it's straightforward enough. The API for integrating external systems is well documented, and the support crew is great at getting you over the rough spots. There's nothing bad about their system, just a few things I thought could be more elegant.
Easy to use, easy to integrate with Outlook. I only gave it a 9 because I have found that sometimes it does not play nicely with Outlook and can slow it down. But, when that happens (not frequent), I restart Outlook and all is well again
Typically the support is very knowledgeable and interested in following an issue until it is fully resolved. I have not had any issues working with their staff as they are all polite and easy to communicate with. If the first or second level tech does not fix the concern then it is escalated until we get to someone who can close the case.
Good documentation for the API. With a little help from RS tech staff, any competent programmer should be able to integrate RightSignature with an existing system in a week or three. That help is easy to get as well
Figma: Harder to use, steeper learning curve monday.com: still use this and share items occasionally here but more in a back up, repository way. It was hard for clients to find the files Google Drive: not everyone uses Google and sometimes, we had difficulty with Microsoft users WeTransfer: too ephemeral, clients responsible for sending comments via email, gives them too much work which ultimately makes the process harder
ShareFile offers more professional level services, and doesn't constantly "run out" of space, forcing you to upgrade to continue. When doing a cost comparison, the competitors may seem cheaper at first, but by the time you add on the features to make it comparable, the pricing is as much, if not more, than what we're paying for ShareFile. The access control level is better with ShareFile, so we chose to stay with them.
All of our clients and consulting engineers find ShareFile easy to use, thus complementing our business.
Our staff also find ShareFile intuitive, accessible, and easy to use, making it an ideal, everyday indispensable desktop tool for everyone in our company.
ShareFile can be linked to our firm's primary website as a placed for private use. We haven't found need for this yet, but might in the future.
