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Citrix ShareFile Virtual Data Room from Citrix
Bank-level encryption, customizable permission settings, view-only document access, dynamic watermarking, detailed audit logs, integrated e-signature capabilities, and specialized workflows for venture capital transactions.
Product analysis by function
Data Room Solutions for Due Diligence
Secure document sharing and management platforms for handling sensitive company information during the due diligence process.
More Data Room Solutions
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Security and Compliance
(10 Yes /10 Known /12 Possible features)
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End-to-End Encryption All documents and communications are encrypted both in transit and at rest. |
Product advertises bank-level encryption (in transit and at rest), meeting end-to-end encryption requirements. | |
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Granular Access Controls Ability to set permission levels at the document, folder, or user group levels. |
Customizable permission settings and view-only access indicate granular access controls. | |
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Multi-Factor Authentication Support for two-step or multi-factor authentication for user login. |
ShareFile documentation advertises support for multi-factor authentication. | |
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Regulatory Compliance Certifications Supports compliance with industry standards such as SOC2, ISO 27001, GDPR. |
Product supports SOC2 and other compliance certifications (widely published). | |
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Watermarking Dynamically applies user-specific or time-based watermarks to viewed and downloaded documents to deter unauthorized sharing. |
Dynamic watermarking is listed as a product feature. | |
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Audit Trails Comprehensive logs of user activity including views, downloads, uploads, edits, and shares. |
The platform provides detailed audit logs, supporting the audit trail requirement. | |
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Automatic Session Timeout User sessions automatically expire after a period of inactivity for security. |
Automatic session timeouts are commonly enabled for VDR platforms like ShareFile, per documentation and security reviews. | |
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Document Expiry Controls Enables expiry or self-destruct timers for shared documents. |
No information available | |
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Digital Rights Management (DRM) Prevents printing, copying, or forwarding of selected sensitive documents. |
The documentation describes document controls including the ability to prevent printing, forwarding or copying (DRM capabilities). | |
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Secure Document Destruction Ability to permanently delete files and ensure their removal from all storage and backups. |
ShareFile advertises secure document deletion that removes files from storage. | |
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Intrusion Detection and Monitoring Continuous monitoring for unauthorized access attempts and suspicious behavior. |
No information available | |
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Geofencing and IP Restrictions Restricts platform or document access based on user geolocation or IP address. |
IP restriction (allow/bock lists) and geofencing are supported. |
Document Management and Organization
(10 Yes /10 Known /10 Possible features)
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Folder Hierarchy Support Creation and nesting of folders to mirror deal or company structure. |
Folder hierarchy, subfolder and data structures are a standard VDR feature, including in ShareFile. | |
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Advanced Search Full-text and metadata search across all documents in the data room. |
Advanced Search is mentioned in product user documentation. | |
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Bulk Upload and Download Ability to upload or download multiple files and folders simultaneously. |
Bulk upload and download (including entire folders) are supported. | |
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Drag-and-Drop Interface Easy move, upload, or organize files using drag-and-drop functionality. |
Drag-and-drop UI for uploading and organizing documents is demonstrated on the website. | |
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Document Indexing Automatic indexing and numbering of documents for reference. |
The platform manages a document index and numbering in the deal room. | |
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Optical Character Recognition (OCR) Scanned documents are converted into searchable text via OCR. |
OCR is supported for PDF and scanned uploads, according to product materials. | |
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Custom Metadata Fields Ability to define custom fields for document classification and tagging. |
The product allows for custom metadata tagging fields. | |
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Version Control Tracks revisions and allows rollback to previous versions of documents. |
Version control (with version rollback) is documented as available. | |
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Bookmarking & Favorites Users can bookmark or star important documents or folders for quick access. |
Favorites and bookmarks are available to users for quick access. | |
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Document Preview Direct online preview (no downloads necessary) in popular file formats (PDF, DOCX, XLSX, etc.). |
Web-based document preview for PDFs, DOCX, XLSX and others is available. |
User Collaboration and Communication
(5 Yes /5 Known /8 Possible features)
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Document Comments and Annotations Allows users to add notes and comments to documents or specific document sections. |
Commenting features are available for internal team collaboration on documents. | |
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Task Assignment & Tracking Enables creation, assignment, and status tracking of tasks related to documents. |
No information available | |
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Integrated Q&A Modules Structured question-and-answer flow between investors, target companies, and advisors. |
No information available | |
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Role-Based Communication Permissions Restricts Q&A, commenting, or messaging based on user role. |
Customizable role-based permissions are available for Q&A, comments, and sharing. | |
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Real-Time Notifications Notifies users via email or in-app alerts for activity, comments, or requests. |
In-app and email notifications for file activity and collaboration are part of standard ShareFile offerings. | |
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Group Messaging Secure in-platform group messaging among participants. |
No information available | |
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Meeting Scheduling Integration Link with calendar and scheduling tools for meetings or calls. |
Calendar integration and meeting scheduling is available via integration. | |
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Discussion Threads Create threaded discussions around documents or issues. |
Discussion threads for deals and folders are described in Citrix marketing materials. |
User Management and Permissions
(6 Yes /6 Known /7 Possible features)
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Role-Based Access Create and assign roles (e.g., admin, investor, advisor, uploader) with configurable permissions. |
Role-based access control (admin, contributor, viewer, etc.) is a key platform feature. | |
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Bulk User Import Provision multiple users at once from spreadsheets or directory integrations. |
Bulk user importing via CSV and integrations is supported. | |
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External User Invitations Ability to securely invite external collaborators and auditors. |
Secure external user invitations are supported via email with role-based access assignment. | |
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User Deactivation/Suspension Temporarily or permanently disable user accounts without deleting them. |
User deactivation/suspension possible via the admin panel, per documentation. | |
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Group Permissions Configure permissions for entire teams or groups rather than individuals only. |
Permissions can be group-based as well as individual. | |
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Time-Limited Access Grant users or groups access for predefined periods. |
Time-based access permissions are described in admin features. | |
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User Impersonation Admins can view the platform as a particular user for troubleshooting. |
No information available |
Usability and User Experience
(6 Yes /6 Known /7 Possible features)
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Modern Intuitive UI Clean, responsive design compatible with modern browsers and devices. |
Website and product videos show modern responsive interface. | |
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Mobile Access Native or responsive mobile access to all major features. |
Mobile web and Android/iOS apps available for document access. | |
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Custom Branding Personalized data room branding with company logos and color schemes. |
Customers can use their own branding, logos, and color schemes. | |
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Multilingual Interface Support for multiple language user interfaces. |
Product offers multilingual UI options for international teams. | |
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Accessibility (ADA) Compliance Meets standards for accessibility for users with disabilities. |
ShareFile claims accessibility features meeting basic ADA compliance. | |
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Fast Load Time Typical time for data room or document preview to load. |
No information available | |
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Onboarding and Help Guides Integrated, interactive onboarding and context-aware help. |
Integrated onboarding and help guides shown in product UI and training resources. |
Integration and Interoperability
(6 Yes /6 Known /6 Possible features)
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API Availability Well-documented application programming interfaces for custom integrations. |
ShareFile provides public API and documentation for integrations. | |
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Single Sign-On (SSO) Support for SSO via providers like SAML, OAuth, or enterprise directories. |
Single Sign On (SSO) support (SAML, OAuth, Azure AD, etc.) is standard. | |
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Integration with Cloud Storage Native link with platforms such as Dropbox, Google Drive, and OneDrive. |
Native integrations for Google Drive, Dropbox, OneDrive, etc. advertised. | |
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Calendar Integration Connects with Outlook, Google Calendar, or others for scheduling. |
Calendar integration for meeting scheduling possible via Outlook and Google Calendar. | |
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Export/Import Capabilities Bulk export of documents and data room structures for backup/migration. |
Bulk export/import functions for full data room backup or migration are supported. | |
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Third-Party eSignature Integration Seamless integration with digital signature providers (DocuSign, Adobe Sign, etc). |
e-signature integration with DocuSign and RightSignature is a promoted feature. |
Reporting and Analytics
(4 Yes /4 Known /5 Possible features)
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User Activity Reports Exportable, filterable reports showing user login, document views, and downloads. |
Exportable, filterable user activity reports are available to admins. | |
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Engagement Analytics Visualizes which documents or folders receive the most attention. |
Admins can view engagement analytics, including which files/folders were viewed most. | |
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Heat Maps for Document Usage Shows which pages or sections of documents were most engaged with. |
No information available | |
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Exportable Dashboards Dashboards that can be exported as PDFs, CSVs, or images. |
Dashboards in the admin suite are exportable. | |
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Custom Analytics Reports Ability to build custom reports around user activity or document access. |
Custom activity and document access analytics are possible based on documentation. |
Performance and Scalability
(0 Yes /0 Known /5 Possible features)
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Concurrent User Support Number of users that can access the platform at the same time without performance degradation. |
No information available | |
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Maximum File Size Largest single file that can be uploaded or previewed. |
No information available | |
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Maximum Data Room Size Total storage capacity per project or data room. |
No information available | |
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Uptime Guarantee Service Level Agreement uptime metrics. |
No information available | |
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Document Preview Speed Average or 99th percentile time to render a preview of a typical document after click. |
No information available |
Support and Service
(4 Yes /4 Known /5 Possible features)
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24/7 Support Availability Help desk available around the clock via phone, chat, or email. |
24/7 support (phone, chat, and email) is included with VDR plans. | |
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Dedicated Account Manager Assigned point of contact for account-specific questions and escalations. |
Dedicated account manager available for enterprise and VDR-level customers, as per official documentation. | |
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Onboarding and Training Guided onboarding and live or recorded training sessions for users. |
Product includes guided onboarding and offers live/recorded training. | |
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Knowledge Base Access Comprehensive help articles, guides, and FAQs. |
Comprehensive online knowledge base is available to all users. | |
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SLA Response Time Service level agreement for maximum initial response time to support requests. |
No information available |
Pricing and Contract Flexibility
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear, publicly available pricing tiers and features. |
Pricing for ShareFile VDR plans are listed and delineated on the vendor website. | |
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Flexible Billing Cycles Support for monthly, quarterly, and yearly billing options. |
Plans support monthly or annual billing cycles. | |
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Trial Access or Sandbox Free trial or limited sandbox instance available before purchase. |
Free trial is available for new users as advertised on landing pages. | |
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No Long-Term Lock-In Contract options available without annual commitments. |
Short (month-to-month) contract options are available on request (no long-term lock-in). | |
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Volume and Enterprise Discounts Tiered pricing or custom discounts for startups or high-volume customers. |
Discounts for startups, large enterprises, and high volume/document use are referenced in pricing FAQ. |
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