Hi everyone,

We’re excited to share an update that makes it easier to work across different areas of ShareFile.

Until now, if you wanted to bring a file from Personal or Shared Folders into a Project, Clients, or Tax, you had to download it first and then upload it again. We know that added extra steps to your workflow.

With our latest release, you can now move or copy files directly across these experiences, no more manual downloads and uploads needed. 

• Keep working in your familiar Personal and Shared Folders
• Transfer files straight into Projects, Clients, or Tax
• Choose whether to move (reorganize) or copy (keep in both places)

This is just the start of making ShareFile’s different experiences work better together so you can spend less time moving files around and more time getting work done.

We’d love to hear from you:

• How will you use the new Move & Copy capability?
• What challenges do you still face when working across Folders, Projects, and Clients?
• What improvements should we look at next?

Your feedback will help us shape the next phase of improvements.

— The ShareFile Team