Progress ShareFile

No entries match these filters. Clear filters

1. updated Jul 29, 2026 · issue 029

   ShareFile adds Tasks workspace, AI document validation, Security Insights dashboard, session management, and a wave of new integrations across Mac, Windows, and Outlook.

   • Adds export of Request Lists to Excel (.xlsx.xlsxThe file format used by Microsoft Excel for spreadsheets, based on the Open XML standard. Cyber tools use it to ingest or export structured tabular data in a format analysts already work with.) or CSV (.csv) for offline use or custom analysis, accessible from the three-dot menu on the Request List page.
   • Adds Projects, Client Hub, and Solutions access in ShareFile for Mac for all Premium plan users.
   • Adds Folders in ShareFile for Clients app, enabling browse, view, download, upload, and delete of shared folders from a service provider.
   • Adds Projects, Client Hub & Solutions access in ShareFile for Windows for all Premium plan users (version 26.03.12.0 and later).
   • Adds ShareFile one-time code authentication for client users, configurable by administrators.

   +5 more show less

   • Adds Microsoft social sign-in, allowing client contacts to authenticate to ShareFile using their Microsoft account.
   • Adds Closed Project Behaviour, allowing project owners to close projects and make all content read-only with all cases marked closed.
   • Adds payment request creation within Engagements in the Income Tax Return solution, enabling service providers to send payment requests directly from ShareFile.
   • Adds in-app Security Notifications in addition to email for faster awareness of security events.
   • Adds ARMARMA family of RISC processor architectures designed by Arm Holdings and licensed to chip makers worldwide; tools target it to run natively on mobile, embedded, and increasingly server and desktop hardware. processor support for ShareFile for Windows (version 25.7.4.0).

   10 details in Everything

   └──▷ BREAKING ON UPGRADE

   • !Upgrading to ShareFile for Mac 26.04.20 requires all users to re-authenticate.
   • !Upgrading to ShareFile for Windows 26.3.12.0 requires users to re-authenticate.
   • !ShareFile for Windows 25.6.5.0 is signed with Progress Software Corporation's digital certificate; environments that restrict software by publisher may block this update until Progress Software Corporation is added to the trusted publishers list.
2. updated Jul 28, 2026 · issue 028

   ShareFile adds Tasks workspace, Request List export, Outlook signature requests, session management, AI document validation, and a Security Insights dashboard.

   • New Export a Request List capability lets users export Request Lists to Excel (.xlsx.xlsxThe file format used by Microsoft Excel for spreadsheets, based on the Open XML standard. Cyber tools use it to ingest or export structured tabular data in a format analysts already work with.) or CSV (.csv) from the three-dot menu, reflecting currently active columns.
   • New ShareFile Tasks provides a centralized workspace for viewing and managing work items across projects in a single location.
   • New Create Signature Request in ShareFile for Outlook Online add-in lets users send documents for e-signature or self-sign directly from Outlook without leaving the inbox.
   • ShareFile for Windows now provides access to Projects, Client Hub & Solutions files and folders for all Premium plan users (v26.03.12.0+).
   • New Bulk client entity creation in Client Hub allows admins and employees to create multiple client entities and primary contacts at once.

   +16 more show less

   • New Transparent Automation Progress surfaces real-time status, progress, and outcomes of long-running process automations directly in the ShareFile UI.
   • New Sessions page under Personal Settings lets users view all active sessions; admins can manage any user's sessions from their profile; users can sign out of all sessions on password change.
   • New Security Insights dashboard provides admins a visual security dashboard with real-time alerts, event breakdowns, geographic context, remediation statuses, and user-level insights.
   • New ShareFile authentication one-time codes give admins a new secure authentication method for client users.
   • New Social Sign-In Microsoft integration allows admins to enable Microsoft as a social sign-in provider for client contacts.
   • New Client Hub Custom Fields enable admins to add unique data fields tailored to their operational needs.
   • Outlook Online Email Recipients Sign-In now requires recipients to authenticate before accessing shared content, with account activation for new users.
   • New ShareFile for Clients mobile applications (iOS and Android) for secure file exchange with businesses and professionals.
   • New Closed Project Behaviour lets project owners close projects, making all content read-only and marking all cases as closed for data retention compliance.
   • New Create Payment Requests within ShareFile Engagements allows service providers to send payment requests directly to clients from ShareFile.
   • New In-App Security Notifications deliver security alerts inside the ShareFile UI in addition to email.
   • ShareFile for Windows (25.7.4.0) now supports ARMARMA family of RISC processor architectures designed by Arm Holdings and licensed to chip makers worldwide; tools target it to run natively on mobile, embedded, and increasingly server and desktop hardware.-based processor devices.
   • New AI Driven Document Validation automatically verifies that client-uploaded files match document request specifications.
   • Redesigned Document Request List experience with a new layout for faster reviewing, uploading, and managing of documents.
   • Storage Zone Controller 6.0 is rebuilt on modern .NET Core with significant performance, security, and usability improvements and streamlined configuration and deployment.
   • Client Hub (Beta) allows administrators to manage client lists efficiently within ShareFile.

   21 details in Everything

   └──▷ BREAKING ON UPGRADE

   • !Upgrading to ShareFile for Mac 26.04.20 requires all users to re-authenticate.
   • !Upgrading to ShareFile for Windows 26.3.12.0 requires all users to re-authenticate.
   • !ShareFile for Windows 25.6.5.0 is now signed with Progress Software Corporation's digital certificate; environments restricting software by publisher may block this update until Progress Software Corporation is added to the trusted publishers list.
3. changelog Jul 26, 2026 · issue 026

   ShareFile adds a Tasks Workspace for centralized management of Request Lists and Forms across all projects.

   └──▷ HOW TO FIND IT
   Access the new Tasks Workspace to view and act on all outstanding Request Lists and Forms across every project without navigating folder by folder.
   📍In ShareFile, navigate to Tasks in the main navigation to access standalone Request Lists and Forms across all projects.
   • New Tasks Workspace provides a centralized location to view and manage work items — including standalone Request Lists and Forms — across all projects in a single interface.
   • AI-powered Request List generation (Beta) enables users to create Request Lists using AI assistance.

   2 details in Everything

4. docs update Jul 26, 2026 · docs issue 004

   ShareFile adds a Tasks Workspace for centralized management of Request Lists and Forms across all projects.

   └──▷ HOW TO FIND IT
   Access the new Tasks Workspace to view and act on all outstanding Request Lists and Forms across every project without navigating folder by folder.
   📍In ShareFile, navigate to Tasks in the main navigation to access standalone Request Lists and Forms across all projects.
   • New Tasks Workspace provides a centralized location to view and manage work items — including standalone Request Lists and Forms — across all projects in a single interface.
   • AI-powered Request List generation (Beta) enables users to create Request Lists using AI assistance.

   2 details in Everything

5. docs update Jul 25, 2026 · issue 025

   ShareFile Request Lists now support comments for collaborator communication.

   └──▷ HOW TO FIND IT
   Leave a comment on a Request List item to provide instructions or feedback to collaborators without leaving ShareFile.
   📍In the ShareFile console, open a Request List, select an item, and use the Add Comment option to enter your message.
   • Adds the ability to leave comments on Request List items to facilitate in-context communication with collaborators.

   1 detail in Everything

6. docs update Jul 25, 2026 · docs issue 004

   ShareFile Request Lists now support comments for collaborator communication.

   └──▷ HOW TO FIND IT
   Leave a comment on a Request List item to provide instructions or feedback to collaborators without leaving ShareFile.
   📍In the ShareFile console, open a Request List, select an item, and use the Add Comment option to enter your message.
   • Adds the ability to leave comments on Request List items to facilitate in-context communication with collaborators.

   1 detail in Everything

7. docs update Jul 25, 2026 · issue 025

   ShareFile Request Lists now support inline comments for collaborator communication.

   • Adds the ability to leave comments on Request List items, enabling collaborators to communicate directly within a file request.

   1 detail in Everything

8. docs update Jul 25, 2026 · docs issue 004

   Progress ShareFile: Adds the ability to leave comments on Request List items, enabling collaborators to communicate directly within a file request.

9. docs update Jul 23, 2026 · issue 023

   ShareFile adds Forms Notifications support.

10. docs update Jul 23, 2026 · docs issue 004

    ShareFile adds Forms Notifications support.

11. docs update Jul 22, 2026 · issue 022

    ShareFile adds AI-powered Request Lists, conditional Forms, and full lifecycle management for document collection workflows.

    └──▷ HOW TO FIND IT
    Generate a document collection checklist automatically when onboarding a new client, instead of building it item by item.
    📍In the ShareFile console, go to Request Lists › Create Request List › Create Request List using AI, enter a description of the documents needed, and let AI generate the list items.
    Build a dynamic intake form that only shows relevant fields based on prior answers, reducing respondent confusion.
    📍In the ShareFile console, go to Forms › Create Form › add fields › select a field › enable Conditional Logic, then define the condition (e.g., show field B only if field A equals Yes).
    Track all activity on a client document request for audit or follow-up purposes.
    📍Open the relevant Request List, then select Create Activity Report to generate a log of all user actions on that list.
    • New Request Lists feature replaces legacy Request List with full lifecycle management: create, send, manage users, review, approve, and delete/restore.
    • Supports creating Request Lists from blank, from a template, or using AI-powered generation (Beta).
    • Adds Request List templates: save any Request List as a reusable template.
    • Adds ID field support within Request List items.
    • Adds due date management and automated due date reminders for Request Lists.

    +7 more show less

    • Adds granular notifications per Request List, including configurable filters.
    • Adds Activity Report generation for individual Request Lists.
    • New Forms feature enables structured data collection with blank or template-based creation.
    • Forms support conditional logic to show or hide fields based on responses.
    • Forms include auto-save of respondent progress.
    • Supports sharing Forms, sending Forms for resubmission, and exporting individual form responses.
    • Save Forms as reusable templates.

    12 details in Everything

    └──▷ BREAKING ON UPGRADE

    • !Legacy Request List is transitioning to read-only mode; existing setups using the legacy Request List will no longer be editable (see FAQ - Legacy Request List Read-Only Mode and Transition to Request Lists).
12. docs update Jul 22, 2026 · docs issue 004

    ShareFile adds AI-powered Request Lists, conditional Forms, and full lifecycle management for document collection workflows.

    └──▷ HOW TO FIND IT
    Generate a document collection checklist automatically when onboarding a new client, instead of building it item by item.
    📍In the ShareFile console, go to Request Lists › Create Request List › Create Request List using AI, enter a description of the documents needed, and let AI generate the list items.
    Build a dynamic intake form that only shows relevant fields based on prior answers, reducing respondent confusion.
    📍In the ShareFile console, go to Forms › Create Form › add fields › select a field › enable Conditional Logic, then define the condition (e.g., show field B only if field A equals Yes).
    Track all activity on a client document request for audit or follow-up purposes.
    📍Open the relevant Request List, then select Create Activity Report to generate a log of all user actions on that list.
    • New Request Lists feature replaces legacy Request List with full lifecycle management: create, send, manage users, review, approve, and delete/restore.
    • Supports creating Request Lists from blank, from a template, or using AI-powered generation (Beta).
    • Adds Request List templates: save any Request List as a reusable template.
    • Adds ID field support within Request List items.
    • Adds due date management and automated due date reminders for Request Lists.

    +7 more show less

    • Adds granular notifications per Request List, including configurable filters.
    • Adds Activity Report generation for individual Request Lists.
    • New Forms feature enables structured data collection with blank or template-based creation.
    • Forms support conditional logic to show or hide fields based on responses.
    • Forms include auto-save of respondent progress.
    • Supports sharing Forms, sending Forms for resubmission, and exporting individual form responses.
    • Save Forms as reusable templates.

    12 details in Everything

    └──▷ BREAKING ON UPGRADE

    • !Legacy Request List is transitioning to read-only mode; existing setups using the legacy Request List will no longer be editable (see FAQ - Legacy Request List Read-Only Mode and Transition to Request Lists).
13. docs update Jul 22, 2026 · issue 022

    ShareFile adds AI-powered Request Lists, conditional Forms, and a full document-request workflow with templates, approvals, and activity reports.

    └──▷ HOW TO FIND IT
    Quickly generate a client document checklist without building it manually — useful for onboarding or audit engagements.
    📍In ShareFile, go to Request Lists › Create Request List using AI, enter a description of the documents needed, and review the AI-generated item list before sending.
    Capture structured client data with branching questions, then export responses for downstream processing.
    📍In ShareFile, go to Forms › Create Form (blank), add fields, open conditional logic settings to define branch rules, share the form, then use Export response to download submissions.
    • Adds Request Lists with full lifecycle management: create from blank, template, or AI generation (Beta), send to recipients, manage users, and restore deleted lists.
    • Supports Request List due dates with automated due-date reminders and configurable notifications.
    • Enables per-Request-List filters and activity report generation for audit and tracking purposes.
    • Introduces ID fields as addable items within a Request List.
    • Adds AI-powered Request List generation (Beta) to auto-create item checklists from a prompt.

    +4 more show less

    • Introduces Forms with blank and template creation, conditional logic, auto-save progress, and resubmission workflows.
    • Supports exporting form responses and reviewing/approving submitted forms.
    • Adds Form and Request List template libraries with save-as-template capability for reuse.
    • Provides a legacy Request List read-only mode and migration FAQ to guide transition to the new Request Lists experience.

    9 details in Everything

14. docs update Jul 22, 2026 · docs issue 004

    ShareFile adds AI-powered Request Lists, conditional Forms, and a full document-request workflow with templates, approvals, and activity reports.

    └──▷ HOW TO FIND IT
    Quickly generate a client document checklist without building it manually — useful for onboarding or audit engagements.
    📍In ShareFile, go to Request Lists › Create Request List using AI, enter a description of the documents needed, and review the AI-generated item list before sending.
    Capture structured client data with branching questions, then export responses for downstream processing.
    📍In ShareFile, go to Forms › Create Form (blank), add fields, open conditional logic settings to define branch rules, share the form, then use Export response to download submissions.
    • Adds Request Lists with full lifecycle management: create from blank, template, or AI generation (Beta), send to recipients, manage users, and restore deleted lists.
    • Supports Request List due dates with automated due-date reminders and configurable notifications.
    • Enables per-Request-List filters and activity report generation for audit and tracking purposes.
    • Introduces ID fields as addable items within a Request List.
    • Adds AI-powered Request List generation (Beta) to auto-create item checklists from a prompt.

    +4 more show less

    • Introduces Forms with blank and template creation, conditional logic, auto-save progress, and resubmission workflows.
    • Supports exporting form responses and reviewing/approving submitted forms.
    • Adds Form and Request List template libraries with save-as-template capability for reuse.
    • Provides a legacy Request List read-only mode and migration FAQ to guide transition to the new Request Lists experience.

    9 details in Everything