Citrix ShareFile

Co-editing in ShareFile

This article explains the steps necessary to share editable links from your ShareFile account. This allows your recipients to make edits to your Microsoft Office files.

ShareFile user requirements for co-editing

This feature is available to both employee and client users so long as the following requirements are met:

  • Previewing files - Download permission must be enbaled on the folder where the file is stored.

  • Editing Files - The following requirements are necessary to be able to edit files in ShareFile:

    • Must have a Microsoft Office 365 Commercial license.
    • Upload and download permissions on the folder where the file is stored.
    • File Versioning is enabled.

Get a Link allows you to share an editable link with your recipients.

NOTES:

  • All collaborators both internal and external to the organization can utilize the Microsoft Office Online integration. It requires the author to select permissions and the collaborator to have a Microsoft license.
  • This feature is available to ShareFile Advanced and Premium edition customers who have the setting Microsoft Office Editing enabled.

    enable editable

  • Compatible file types are: .docx for Word, .pptx for PowerPoint, and .xlsx for Excel.
  1. Select a file to share in your ShareFile account.

  2. Select Share.

    get a link editable

  3. Select Copy under the People can edit after signing in. option.

    get a link editable

    The Link copied to your clipboard message displays briefly.

  4. Use the copied link to share with email or another communication app.

    get a link editable

Send to specific people

Use this option when you want to send using ShareFile to send a Share message to a specific person.

  1. Navigate to the file you want to share in your ShareFile account.

  2. Select the file or files you want to share.

    Share

  3. Select Share from the menu.

  4. Select Send to specific people under the the options offered.

    get a link editable

    The Send to specific people message window displays.

    get a link editable

  5. Select Edit options to review and set the following options:

    • Access options:

      • Allow recipients to: - select Edit (sign in required) to allow the editing of Microsoft Office files.

      • Access expires - select from various expiration options for recipients.

      • Checkbox for Require recipients to sign in.

      • Downloads per user - provides a restriction to the number of downloads if necessary.

      • Checkbox for Always link to the latest version of the file.

    • Notifications:

      • Checkbox for Notify me when this is accessed.

      • Checkbox for Send me a copy of this email.

  6. Select Save.

  7. Type in the email address of the recipient in the To text box.

  8. Though the Subject is prefilled, you can type in replacement text.

  9. Type in a message if necessary.

  10. Click the Remember subject and message checkbox if desired.

  11. Click Send.

The Share sent successfully message displays briefly.

Choose to Edit the options for the link, Replace the link, or Delete the link.

Link options

Edit options

In Edit options, you set the parameters for recipient access and notifications.

Edit options

Access options

Under Access options, select the access parameters for the recipients.

  • Allow people with this link to:

    • View - Recipients can only view the file in the Preview window.

    • Download - Recipients can download the file.

    • Edit (sign in Required) - Recipients can edit the file but must sign in either with their client or employee sign-in.

  • Who can access this link:

    • Anyone (anonymous) - Recipients can only view the file in the Preview window.

    • Anyone (name and email required) - Recipients can download the file.

    • Client and employee users(sign in required) - The recipient is presented with a sign-in screen. The recipient must be an existing user (either an employee or client user) in the account to sign in and view the content. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.

    • Employee users (sign in required) - The recipient will be presented with a sign in screen. The recipient must be an existing employee user in the account to sign in. If the recipient is not a user in the account, then it is necessary to create the user account for the recipient before they can access the file.

  • View access expires can be adjusted to the available presets.

  • Always link to the latest version of this file is selected by default. The current version of files will be immediately available within the link.

Notifications

This check box default is set for the sender of the file to receive notifications when the file is accessed. If you prefer not to receive this notification, uncheck the box.

Replace link

Replace link allows you to create a new link with the same permissions. The old link will become inaccessible.

Delete link

Delete link allows you to make the link inaccessible. A new link is created by starting the share process again.

Co-editing in ShareFile