Getting Started With ShareFile

Transcription

Getting Startedwith ShareFileFollow this simple guide and you'llbe securely accessing, downloadingand uploading files in no time.ShareFile.com Guide Getting Started1

How to access a folderBy using a secure ShareFile folder, you can exchange documents and store them safely forconvenient access. No more searching your inbox for important files! Simply log in 24/7 toaccess your private folder.Step-by-step0103Open your welcome email from ShareFile andclick the link to activate your (free) account.Go to your folder and you're ready startuploading and downloading documents. Youcan also view your files within the ShareFilewebsite if you don’t want to download a copy.02Create a password and log in to your account.If you ever forget your password, click “ForgotPassword?” to reset it.ShareFile.comMore questions? ShareFile Knowledge Base ShareFile Community Site2

How to add files to a folderOnce you're granted access, you can securely upload files to any folder. Simply drag anddrop, or browse to the file you’d like to upload.Step-by-step01Make sure your account administrator hasgranted you upload permission. It's requiredbefore you can begin.02Go to the navigation bar to the left, click"Shared Folders" and look for yours. Sinceyou're a client user, your folder will be in the"Shared Folders" section of the account. (Ifyou don't have folders to access, none will beshared with you.)03Drag your files from your computer into the"Drag Files Here" box, or click "Browse" filesto select them manually. Click "Upload" whenready.Speeds may vary based on internet connection.ShareFile.comMore questions? ShareFile Knowledge Base ShareFile Community Site3

How to upload a file from an email requestYour requester can send you a secure “Request Link” that allows you to encrypt and secureyour document. They’ll email you the upload link. All you need to do is click it, browse to thecorrect files, and upload.Step-by-step0103Open the request email and click the link.It may appear either as a ShareFile URLor as a banner that says "Click here toupload files."Click "upload" after you've placed all the filesinto the box. A success message will appearonce your upload is complete.02Drag and drop the files you wish to uploadfrom your computer folder or desktop to thebox on the screen.Note: Depending on the original requester’smessage settings, you may be required toenter your name and email address before youcan upload any files.ShareFile.comMore questions? ShareFile Knowledge Base ShareFile Community Site4

How to download a file from an email requestFiles can be transferred safely through email by sending them as a ShareFile attachment.You’ll receive an email containing a link to the file – one click, and you’ll have the document.Step-by-step01Open the email and click the link. Itmay appear as a ShareFile URL orDownload button.Note: Depending on the original sender’smessage settings, you may be required toenter your name and email address beforeyou can upload any files.02Choose to download and preview the file (orfiles). If it's a single file, it will be automaticallydisplayed in the content viewer. Use the greenDownload button to download the files directlyto your computer.Depending on your browser settings, you maybe prompted to select where on your computerfiles should be saved.ShareFile.comMore questions? ShareFile Knowledge Base ShareFile Community Site5

How to download a copy of a documentfrom my ShareFile folderIf a document has been added to your secure ShareFile folder, you can download it directlyfrom the folder.Step-by-step01Go to the ShareFile Folder you need and selectthe file you want to download.02Right-click the file and select theDownload option.Note: You can download multiple files at onceby using the checkboxes on the left side ofeach file name. Select the files then click theDownload button that appears in the contentmenu above the file list.03Access the files in the Downloads folder onyour computer. Depending on your browsersettings, you may be prompted to choose adownload location.To preview the file first, simply click the filename once to open it in the Content Viewer.From there, click the Download button on theright.ShareFile.comMore questions? ShareFile Knowledge Base ShareFile Community Site6

More questions?ShareFileKnowledge BaseShareFileCommunity SiteShareFileNorth America 1 800 441 3453Worldwide 1 919 745 6111United Kingdom 44 800 680 0621Australia 1 800 089 572LocationsCorporate Headquarters 851 Cypress Creek Road Fort Lauderdale, FL 33309, United StatesSilicon Valley 4988 Great America Parkway Santa Clara, CA 95054, United States 2017 Citrix Systems, Inc. All rights reserved. Citrix, the Citrix logo, ShareFile, and other marks appearing herein areproperty of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered with the U.S. Patent andTrademark Office and in other countries. All other marks are the property of their respective owner(s).ShareFile.com7

How to download a copy of a document from my ShareFile folder If a document has been added to your secure ShareFile folder, you can download it directly from the folder. 01 Go to the ShareFile Folder you need and select the file you want to download. 02 Right-click