ShareFile

Client documents in ShareFile often live in vault folders labeled by client name, and finding the right one usually means opening ShareFile and digging through Client Vault or Prospect Vault by hand. Quin connects to your ShareFile account to search, read, and organize files and folders directly from a conversation, so a document request doesn't mean a separate trip to go find it.

What you can do with ShareFile and Quin

• Find a client document by name.
  A last name or document type is often enough to locate it inside Client Vault or Prospect Vault.
• Read a document's contents directly in chat.
  Quin downloads the file through ShareFile and can answer questions about what's in it.
• Create, rename, copy, or move files and folders.
  A plain request handles reorganizing a client's vault without opening ShareFile.
• Upload a file from chat, a link, or text.
  Something generated or shared in a conversation lands in the right folder without a separate save step.
• Search across My Files and Shared Folders.
  Quin checks both locations, so a document doesn't need to be remembered by its exact folder.
• Delete a file or folder that's no longer needed.
  There's no need to open ShareFile to clean up a vault by hand.

Who this helps most

• Financial advisors managing client vaults in ShareFile, where finding a signed agreement or statement usually means digging through a client-named folder by hand.
• Anyone who fields document requests mid-call, since a client asking whether a statement is on file shouldn't require switching apps to check.
• Teams onboarding new prospects, where a Prospect Vault folder needs to be set up and filled in as documents come in.

How this shows up day to day

• A client asks whether their advisory agreement is on file.
  Quin searches Client Vault for the client's name and confirms the document, or its absence, right in the conversation.
• A prospect sends over a signed form after a call.
  Quin uploads it to the right Prospect Vault folder without a separate trip into ShareFile.
• A client's account is renamed or restructured.
  Quin renames or moves the corresponding vault folder to match, keeping the structure consistent.

Frequently asked questions

What happens when I connect ShareFile?
Quin can search, read, and manage the files and folders in your ShareFile account from any conversation.

Does Quin see my teammates' ShareFile files too?
No. The connection is scoped to your individual ShareFile account, so Quin only accesses what you personally have access to.

Can Quin open a file I paste as a ShareFile link?
Quin works best when asked to search for a file by name. If you paste a ShareFile URL, Quin tries to resolve it, but a direct search is more reliable.

Is my ShareFile data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just ShareFile.

Does Quin replace ShareFile?
No. ShareFile remains where your client documents are stored and organized. Quin adds a way to find, read, and manage them from conversation.