Share & Receive Files with Full Control Using CloudFiles Dataroom

Managing sensitive documents manually can lead to security risks and inefficiencies. CloudFiles enables various support teams to share case-sensitive files securely and receive troubleshooting documents with complete control over access, permissions, and tracking.

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Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Secure File Sharing & Tracking in 3 Simple Steps

Create, Share & Monitor Secure Datarooms in Minutes

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Create a Dataroom

Log into CloudFiles, navigate to the Datarooms section, and click New Dataroom to create a secure space for file sharing.

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Add Files & Folders

Upload or link multiple files and folders from different cloud storages into your Data Room, organizing them into structured groups.

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Share & Track with Full Control

Generate a secure link with custom permissions, expiration dates, and security settings, then monitor engagement with detailed analytics.

Maximize Security & Efficiency with Datarooms

Streamline file sharing & tracking with CloudFiles Datarooms!

Share Multiple Files as One Link

Consolidate files from different sources into a single secure Data Room link for easy sharing.

Full Security & Access Control

Set passwords, expirations, and access restrictions to ensure sensitive data remains protected.

Real-Time Engagement Tracking

Monitor views, downloads, and interactions to stay informed on recipient activity.

Flexible Storage & Integration

Pull files from SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 into your Data Room.

Request & Collect Files Securely

Enable recipients to upload files directly into your Data Room, making collaboration seamless and organized.

Instant Link Updates

Make changes to files or permissions anytime—updates reflect instantly without resending the link.

More Use Cases to Explore

From Document Generation to Experience Cloud Sharing—Discover It All

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Used across Industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

Banking
Insurance
Wealth
Assets
Learn more ->
Energy & Utility

Energy & Utility

Automate safety audits, streamline compliance reporting, and securely manage renewable energy proposals. Organize operational blueprints and track maintenance schedules for distribution and generation processes.

Generation
Distribution
Renewables
Oil & Gas
Water
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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

Software
Hardware
Cloud
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Learn more ->

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"

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    Mark Salib

    BDA Partners

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."

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    Adam Ady

    Anteriad

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    "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."

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    Victor Villalobos

    The Financial Interior, LLP

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    "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"

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    Ed Pashkin

    Rainforest Alliance

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    Stay compliant & secure.

    Always.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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    Meet a Document Expert !

    Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

    Book a demo