ShareFile Citrix Systems

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ShareFile was created in 2005. From the beginning, it performed a role of a venue for safe files exchange: FTP sites were not convenient and efficient enough to be utilized. In 2011, ShareFile became a part of Citrix and started a new page in its development. Previously Citrix worked on diverse services embodied in such programs as XenApp, NetScaler, and CloudBridge. And ShareFile became the one that was supposed to work as a virtual data room.

The evident advantage of ShareFile is its integration with diverse software, especially with the programs available for free (for instance, DropBox, Google Drive, OneDrive, and others). It is extremely convenient from the perspective of the customers that prefer to utilize free service. However, programs open for the free access usually lack security tools and the level of data protection which they could guarantee is rather low. It means that ShareFile might fail to satisfy expectations of serious and well-off corporations and enterprises, large financial and law players. But when being exploited as an integral part of the other Citrix software ShareFile may come in handy. It performs its role of a VDR successfully but it would not be suitable for complex deals and for storage of confidential and sensitive data: ShareFile is recommended for small-scale projects and clients that need a cross-storage platform.

Features Checklist:

Company Info

(STR) Established 2005
(STR) Locations United States
(STR) Employees 500
(STR) Clients Exelon , 1&1 Internet, A1 Networks, AAPT, Aarburg School, ABB Schweiz, AbilityNet, Accuray Incorporated, ACD Groupe, Action for Children, Addison Fire, Aer Lingus, Aeronamic, Afinety Inc., AIDS Healthcare Foundation

Trial & Pricing

Free Demo yes
(STR) Free Trial 30-day trial
(STR) Price $338/month

Deployment Options

Cloud (Web-Based) yes
On-Premise (Installed) no
Multiple Datacenter Locations yes

Support & Services

Business Hours Support yes
24/7 Email Support yes
24/7 Phone & Email Support yes
Online Help Center yes
Live Trainings yes
Dedicated Project Manager no
Data Room Archive on DVD or USB Drive yes
Translation Services no
(STR) Support Languages English, Spanish, French, German, Simplified Chinese, Japanese, Russian, Korean, Dutch, Portuguese


Branded User Interface yes
Custom Domain yes
Custom Login Page yes
Custom User Invitation Letter yes
Custom Agreements for Accessing Data Room no
Active Directory Integration yes
Single Sign-On Integration yes
Customer-Managed Encryption Keys yes
Integrations Through APIs yes
Custom Workflows and Features yes

Activity Tracking & Reporting

Tracking of All User Activity yes
Real-Time Audit Trail yes
Graphic Reports yes
Exporting Reports to Excel yes
Tracking of Document Viewing Time yes
Scheduled Reports (Sending to Email) yes

Collaboration Features

Basic Questions & Answers Module yes
Advanced Questions & Answers Module no
Secure User Messaging yes
New Document Email Notifications yes
Files & Folders Notes yes

Search, OCR & Filters

Search by Name yes
Search by Content (Full Text Search) yes
OCR (Optical Character Recognition) no
Filtering by Parameters no

Accessibility & Ease Of Use

No Plugins no
Scroll-Through Web-Based Document Viewer yes
Web-Based Excel Spreadsheets Viewer yes
iOS Application yes
Android Application yes
Mobile Device Interface yes
(STR) User Interface Languages English

Access Security

Two-Factor Authentications yes
Mobile Device Management yes
Granular User Permissions yes
Permission Groups yes
Access Expiration yes
Access Limitation by IP Address no

Data Hosting & Infrastructure Security

99.9% Uptime Guarantee yes
ISO 27001 Certified yes
SOC 2 Certified yes
SSAE 16 Certified yes
Data Backup yes
Virus Scanning yes

File Protection & Digital Rights Management

Granular Document Permissions yes
View-Only Access yes
Prevention of Download, Print and Copy yes
Remote Shredding of Documents no
Customizable Document Watermarks yes
Secure Fence View no
Document Access Expiry yes
256-Bit SSL/TLS Encryption yes
Data at Rest Encryption yes

Files & Folders Management

(STR) File Formats Supported PDf, any MS Office format as well as 7zip, rar, cab, gzip can be viewed, any file format can be uploaded
Automatic Numerical Indexing of Files & Folders yes
Drag & Drop Upload of Multiple Files and Folders yes
Desktop Synchronization yes
Archives Upload & Extraction yes
Export of Data Room Index to Excel no
Document Version Control yes
Multilingual Documents Index yes

Industry Solutions

Bankruptcy yes
Biotech Licensing yes
Board Portals yes
Clinical Studies yes
Debt Financing yes
Distressed Real Estate yes
Document Repository yes
Due Diligence yes
Fundraising yes
Hedge Funds yes
IPO & Exits yes
Litigation yes
M&A Buy Side yes
M&A Sell Side yes
Post Merger yes
Private Equity yes
Procurement Management yes
Restructuring yes


  1. Rich Jason
    Executive Officer

    I like Citrix because it allows me to see the activity of every user. I know that it’s a rather standard feature but I like how this provider executed it.

  2. Roxie Jaylin

    To me, the best thing about Citrix is that it’s cloud-based. I didn’t need to install anything, and my partners also can access the documents instantly.

  3. Hector Tanner
    Director of People & Operations

    ShareFile VDR is a great tool for collaboration and data exchange. Everyone in my company quickly figured it out. The only issue we spotted is that the version control can mess the versions if you get suddenly disconnected. And the system doesn’t give any warnings.

  4. Wilson Oakley
    Director of Finance

    Our team is scattered around the country, so we needed some virtual space to store and share data. And ShareFile virtual data room seemed to be the solution we required. It is very easy to use and can be accessed from different devices, which is important for the remote team. The only downside is that even if a person is working on the file, someone else can interrupt the process, and the changes won’t be saved.

  5. Melvin Jack
    Operations Manager

    I think that ShareFile VDR is a very good app for data exchange. However, it is a bit more expensive than other similar providers. But still, it is very easy to use, and no one in our team required any training to figure out the features. I can’t think of other downsides besides the price.

  6. Daley Carman
    Chief Legal Officer

    We are using ShareFile virtual data room as secure online storage for our files. So far, we’ve never invited any partners or customers to is, so it’s in the future for us. But for now, we enjoy how simple it is to work with documents in this data room. Especially considering that it is accessible from all devices.

  7. Ashley Wilcox
    Chief Financial Officer

    ShareFile virtual data room is very useful when you need to share large documents quickly. It is very simple, and you get notified if your file is downloaded. However, I feel like the storage is too limited. I’d like to have more freedom in terms of space.


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