Citrix ShareFile Workflows

Note:

Secure Forms reached End of Life (EOL) on March 31, 2018. We recommend that you use ShareFile WorkFlows included with ShareFile Platinum and Premium accounts.

The ShareFile Workflows is the mobile component of the ShareFile Custom Workflows feature. This feature allows users to create customized workflows that include multiple triggers and actions. Customized forms can be added to workflow templates and assigned to users.

When a user is assigned a form, the user can complete and submit the form via the ShareFile Workflows Mobile App. Form data storage is securely integrated with ShareFile, where workflow files are stored for review, reference, and retrieval.

Workflow and form templates are created and managed within the ShareFile web application.

User documentation

User documentation related to creating and managing workflow and form templates can be found in the Citrix Knowledge Center:

Citrix ShareFile Workflows

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