Getting started

• Setting up a trial account

• Getting started with ShareFile - Account creation

Learn more

• Account creation - Region learn more

• Account creation - Subdomain learn more

• Log Locations for ShareFile Applications

• New secure sharing options

• ShareFile employee client permissions table

Configure

• Admin settings

  • Admin Overview

  • Company Account Info

  • ShareFile Reporting

  • Billing

  • Security

  • Connectors

  • Storage zones

  • Advanced Preferences

• Folder settings

  • File Box

  • File Drops

• People settings

  • Client users

  • Employee users

  • Delete employee user

  • Distribution Groups

  • User roles and permissions

• Firewall configuration

• HIPAA Support

Catalog

• Integrations

  • Export ShareFile files to integrated applications

ShareFile apps

• ShareFile Web

  • Accelerated Agreements

  • Advanced Connections

  • AI-assisted secure share recommender

  • My Apps & Devices

  • Create auto-fill agreement templates

  • Automated Workflows

  • Co-editing in ShareFile

  • Copy files

  • Create a folder

  • Data Tables

  • Delete files

  • Delete Projects

  • Document requests

  • Edit files

  • Email files to ShareFile

  • File versioning

  • Information requests

  • Integrations

  • Manage your ShareFile storage

  • Tenant Management

  • Move files

  • Provide user access to folders

  • Personal Settings

  • Preview files

  • Projects

  • Rename files

  • Requesting files

  • Share files

  • Tasks

  • Threat detection alerts

  • Upload files

• Citrix Files for Android

  • Co-editing using your Android device

  • Create folders

  • Delete files

  • Download and open the app

  • Download and view files

  • Send logs

  • Sharing files

  • Upload files

• ShareFile for Google Workspace

  • About ShareFile for Google Workspace

  • Adding and accessing ShareFile in Google Workspace

  • Insert files

  • Request a file

  • Save Google Workspace emails with ShareFile

  • User Guidance for ShareFile in Google Workspace

• Citrix Files for iOS

  • Co-editing using your iOS device

  • Create folders

  • Delete files

  • Download and open the app

  • Send Logs

  • Share files

  • Upload files

  • Upload photo and video files

  • View and download files

• ShareFile for Mac

  • Add a place

  • Co-editing a Microsoft Office file

  • Delete files

  • Download and open the app

  • Download and view files

  • File Provider

  • User guidance

  • Icon overlays

  • Send Logs

  • Open files

  • Share files

  • Upload files

• ShareFile for Outlook

  • Access ShareFile in Outlook

  • Change default settings for ShareFile in Outlook

  • Install ShareFile for Outlook

  • Remove ShareFile in Outlook

  • Request files using ShareFile in Outlook

  • Share files using ShareFile in Outlook

• ShareFile for Outlook Online

  • Adding and accessing ShareFile for Outlook Online

  • Change default settings for ShareFile for Outlook Online

  • Requesting files using ShareFile in Outlook Online

  • Save Outlook Online emails with ShareFile

  • Sending files using ShareFile in Outlook Online

• ShareFile for Windows

  • Add a place

  • Accessing the dashboard

  • Create a folder

  • Delete files

  • Download and open the app

  • Download and view files

  • Edit files

  • User guidance

  • Icon overlays

  • Send Logs

  • Open files

  • Request files

  • Settings

  • Share files

  • Upload files

  • Version check for ShareFile for Windows

• Signatures

  • Create a signature request

  • Decline signature

  • Default settings

  • Delete a listed request

  • Force complete

  • Import fields

  • Sending a signature request to multiple recipients

  • Status

  • Templates

  • Voiding a request

• Version check for ShareFile apps

ShareFile Virtual Data Room

• Advanced Analytics

• Click Trails

• Data Room Index

• View Only Access

• Watermarking