ShareFile Integration

sharefile-logo
Securely share, sync and store large files in the cloud

sharefile
View all account info within one app

ACCESS DOCUMENTS IN RESULTS

VIEW RELEVANT INFORMATION WITHIN ONE APP

Results users can send, receive, sync and store files without leaving the application.

VIEW DOCUMENTS ON ANY DEVICE

Once a document is added within Results, it becomes available on all of your devices, including your mobile device.

PROVIDE ACCESS TO DOCUMENTS AT VARIOUS LEVELS WITHIN RESULTS.

ShareFile documents can be accessed from the Contact, Activity, Project, and Sales Opportunity screens.
DO MORE WITH SHAREPOINT AND RESULTS

BENEFITS

  • Eliminates switching back and forth between applications. ShareFile documents can be added and accessed within Results so that all relevant account information can be tracked in one place.
  • Attach & view documents at the company level. View all contracts, diagrams, and other business documents in relation to the entire account record.
  • Work within the application of your choice. ShareFile provides reports that allow users to track their files and know who opened their files and at what time.
  • Increases productivity by providing access to important documents anytime, anywhere.Mobile apps allow you to access and share documents on the go.