ShareFile

Add a place

Add a place allows you to have direct access to your Microsoft Office applications for Co-editing in ShareFile on your PC using Windows.

The following instructions explain the steps necessary to add ShareFile direct access to your Microsoft Office applications with Windows.

  1. Open your Microsoft Office application. This can be Word, PowerPoint, or Excel.

  2. Navigate to File > Open > Add a Place.

    Citrix Files for Mac url screen

  3. Select ShareFile. The ShareFile sign-on pop-up displays.

    Citrix Files for Mac url screen

  4. Enter your ShareFile account subdomain.

    Citrix Files for Mac url screen

  5. Follow the prompts to authenticate with your email and password for ShareFile or use Sign in with my company credentials if your account leverages single sign-on for authentication.

    Citrix Files for Mac url screen

    Once you have signed on successfully, ShareFile will display under Other locations.

    Citrix Files for Mac url screen

Your ShareFile account is now connected to Add a Place and this new location is accessible across Microsoft Word, Microsoft PowerPoint, and Microsoft Excel on the computer that you connected it to.

Removing ShareFile from Add a Place

Use the following steps to remove ShareFile from your Microsoft Office applications with Windows.

  1. Open your Microsoft Office application. This can be Word, PowerPoint, or Excel.

  2. Navigate to File > Account > Connected Services.

  3. Select Remove next to ShareFile.

    Remove from add for win screen

  4. Select Yes to confirm your decision to remove ShareFile in the pop-up.

    Remove from add for win screen

Note:

Add a place open in desktop will work only if the user’s default zone is ShareFile-managed cloud storage.

Add a place