ShareFile

AI-assisted secure share recommender

The secure share recommender is a premium feature that uses AI to enhance data security. When a user creates a public Share link or shares a file with specific people via email, ShareFile analyzes the file’s name and content for various Personal Identifiable Information (PII) elements and if PII is detected, recommends users to apply more secure options. If the user accepts the recommendations, the recommended options are automatically applied to the link.

Note:

ShareFile does not use the file content and any PII that is detected therein to train underlying AI/ML technologies. PII elements cannot be detected for images, videos, compressed, password-protected, or encrypted files.

List of PII that are detected:

Personal information Financial information Digital access credentials Geolocation data
Social Security Number Credit/Debit Card Information (Card Number, CVV, Expiry Date) and PIN Username IP Address
Passport Number International Bank Account Number (IBAN) Password MAC Address
Drivers License Number Bank Account Number AWS Access Key  
Vehicle Identification Number (VIN) Individual Tax Identification Number (ITIN) AWS Secret Key  
License Plate Number CA Health Number URL  
National Identification Numbers * CA Social Insurance Number    
Name Bank Routing Number    
Address PIN    
Age Swift Code    
Email      
Phone Number      

*Table note for above

National Identification Numbers: Aadhaar, NREGA, Permanent Account Number, Voter Number, UK National Health Service Number, UK National Insurance Number, UK Unique Taxpayer Reference Number.

Use the following steps to create a Share link and secure it by applying the AI-assisted recommendations.

  1. Navigate to the file that you want to share and select it.

  2. Select Share from the menu.

    The file content is automatically analyzed for sensitive information.

    If PII is detected, users are shown the recommendation. Recommended options can be applied with a single click or can be manually changed using Edit options.

  3. Select Copy to share the link with recipients.

    get a link editable

Send to specific people

Use the following steps to share a file with specific people via email and secure it by applying the AI-assisted recommendations.

  1. Navigate to the file that you want to share and select it.

  2. Select the file that you want to share.

  3. Select Send to specific people.

    The file name and content is automatically analyzed for PII elements. If PII is detected, users are shown the recommendation. Recommended options can be applied with a single click or can be manually changed using Edit options.

    get a link editable

  4. Type in the email address of the recipient in the To field.

  5. Though the Subject is prefilled, you can type in replacement text.

  6. Type in a message if necessary.

  7. Click the Remember subject and message check box if needed.

  8. Select Send.

The Share sent successfully message displays briefly.

Edit options

Use Edit options to configure various settings such as who can access the shared files, the expiration date for the link, notification options, and other options.

  • Access options:

    • Allow people with this link to: - allows you to configure the actions that recipients can take with the shared files.

    • Who can access this link allows you to configure the recipients that can access the shared files using the link and whether they’ll need to sign into ShareFile to access them.

      get a link editable

      • Anyone (public) - Anyone with the link can access the shared files and see the content.
      • Anyone (public, must enter name and email) - Anyone with the link can access the shared files and see the content after entering their name and email. Beware that ShareFile does not verify the recipient’s identity in this option. A bad actor with the link could maliciously use a client or an employee’s name/email to access the file content, and the sender will not be alerted.
      • Client and employee users(after signing in) - The recipients must sign in using their ShareFile credentials to access the content. If the recipients are not existing users in the account, that is, if they are not added as an employee or as a client user, then they won’t be able to sign in and access the content. Make sure you create user accounts for the recipients before sharing the files.
      • Employee users (after signing in) - The recipients will need to sign in using their ShareFile credentials to access the content. If they are not added as an employee user, they won’t be able to sign in and access the content. Ensure you create user accounts for the recipients and add them as employees before sharing the files.
    • Access expires - select from various expiration settings for recipients.

      get a link editable

    • Always link to the latest version of the file - Use this option to share the latest version of the shared files automatically. That is, if you make changes to the files after sharing them, the recipients can see the latest changes. Turning this off will only provide access to the current version of the shared files, and recipients will not have access to any future changes to the shared files.

    • Add a watermark - If this option is turned on, a watermark is added to supported file types.

Notification options

  • Notify me when this is accessed - If this option is turned on, you will receive an email notification when the link is accessed.

  • Send me a copy of this email - If this option is turned on, you will receive a copy of the email that is sent.

Disabling the secure share recommender

If an administrator chooses to disable the AI-assisted secure share recommender feature, they can do so from the Admin Settings > Advanced Preferences > File Settings > Share Settings section.

get a link editable

FAQs

Does ShareFile use or store any of my data for its AI capabilities?

No, ShareFile does not use the file content and any PII detected therein to train underlying AI/ML technologies.

What are the file types that are supported?

Supported file types are text, PDFs, and Microsoft Office files. PII elements cannot be detected for images, videos, compressed, password-protected or encrypted files.

Are there file size restrictions?

Yes, files larger than 20 MB are not scanned for recommendations.

Video: AI-assisted secure share recommender

The following one minute and 41 seconds video provides the information on how to effortlessly share secure files with AI-powered secure share recommender in ShareFile.

AI-assisted secure share recommender