Holly H.
Needs improvements
Needs improvements, after being bought out by Progress Software Corporation. I have been a business customer since 2013. I use the ShareFile folder sync for engagement document management and the ShareFile Gmail add-on to embed upload and download links. The features have worked great for me for over a decade. Recently, they added a project area where you can request client documents and archive files within projects. The idea is great and I upgraded in order to access this functionality. However the files within the project area do not have bi-directional sync to the folder file repository, so for me it's useless. If I save Sam Client's file to Sam Client's project, It won't sync to my Sam Client folder in ShareFile. Its like these are two different databases. And any documents saved to the Project area would need to be copied over to where I save files if I want a folder tree I can backup. Weird. I called to cancel my Premium upgrade, and was told I can't go back down to the Advanced Plan until my next renewal. I wrote customer support with questions about the file sync, and it took them 5 days to reply. Their answer was, "It is regrettable that we were unable to meet your requirements". I'm looking for an alternative, only because I really need a client portal and I'm out $$ without a good solution with ShareFile.