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GuideGetting StartedWith Citrix ShareFileLearn the basics of your ShareFile account. Plus, get theanswers to some of our most frequently asked how-to questions.ShareFile.com
GuideGetting Started With Citrix ShareFileIn this guide you’ll learn how to:Welcome toShareFileLearn your unique ShareFile URL and subdomainp. 2Reset your passwordp. 3Add employee and client users to your accountp. 4Share filesp. 5Request a file from anyonep. 5Set up folders to organize your filesp. 6Share folders with existing usersp. 7Download and install the Plugin for Microsoft Outlookp. 8Download and install the Desktop Appp. 9If you need help at anytime or have any questions, the ShareFile customer careteam is available for you 24/7 by phone or email.Learn your unique ShareFile URLYour ShareFile has its own unique URL, generally in this format: https://yourcompanyname.sharefile.com. The ‘yourcompanyname’ section of this URL is your subdomain, which will always be followedby ‘.sharefile.com.’When you sign up for ShareFile, you’ll receive a welcome email that has your unique subdomain in it,but if you can’t find that, there’s another way to figure it out!1Open a web browser and go to www.ShareFile.com.2In the upper right-hand corner of the webpage, click Sign In located next to the menu.3Enter your email address and the password you chose when you set up your account,and click Sign In.Note: If you have multiple ShareFile accounts associated with your email address, you will need to select the specificaccount you want to access.ShareFile.com2
GuideGetting Started With Citrix ShareFileReset your passwordNote: ShareFile passwords must have at least eight (8) characters, including at least one uppercase letter, at least one lowercase letterand at least one number.For forgotten passwords123Go to the login page of your ShareFIle account.Under the Log In button, click Forgot password?On the next screen, enter your email address andselect the item indicated to verify that you’re human.Check your email. Click the link in the email to resetyour password.4Enter your new password and select Reset Password.5Your password was reset. Select Back to Sign In to log into your account.To change a password123In the sidebar, select Settings, then Personal Settings.On the profile page, click the Edit button underCurrent Password.Enter your old password, your new password and aconfirmation of your new password, and click Save.ShareFile.com3
GuideGetting Started With Citrix ShareFileAdd employee and client users to your accountNote: You must be an admin user or employee user with appropriate permission to do this.1234From your Dashboard, click the Create New User button.Or, in the sidebar, select People. Then, click Manage Users.Select Create Employee if you want to add a co-worker.Select Create Client if you want to add a new user outside or your company.Enter the new user’s email address, which will serve as a username. Select Next Step.Enter the user’s first name and last name. You can enter a company name if it’s different fromyour company. Use the checkboxes in this section to determine the user’s permissions. Whenyou’re finished, select Next Step.Note: By default, the password included here is only a temporary one, and does not need to be changed or reset.New users will be able to set up their own password via the welcome email they receive, unless you specify otherwise.5You’ll see a list of the folders in your account. Select any folders that you’d like to share with thisuser, and check the box for any permissions you want the user to have for those folders. Whenyou’re finished, click Add Users to Folders.If you wish, you can also click Skip this step.67Select one of the options for sending the email.Feel free to edit the text in the message. To see a preview of the email, select Preview Email.When you’re finished, select Send Email.ShareFile.com4
GuideGetting Started With Citrix ShareFileShare a file — or lots of them1234From your Dashboard, select the Share button.Choose Email with ShareFile.Enter all recipients’ email addresses, a subject line,and a message.Add files to share in one of three ways:a. Select any file from your computer and drag it to the “Drag files here” area.b. Select Browse files and add from your computer.c. Select Browse files and add from your ShareFile account.Select Edit Message Options if you want to customize your notificationsand security options (i.e. determine how many downloads are allowed).When finished, select Done.5Select Send and the message will be emailed to the recipient.Note: You can review emails you have sent from ShareFile in your Inbox (located in the sidebar menu of the homesscreen). To see a list of your sent emails and edit link expiration dates or notification settings, select the carat next tothe Inbox, then select Sent.ShareFile.com5
GuideGetting Started With Citrix ShareFileRequest a file from anyone1234In the top navigation bar of your account, clickRequest and choose Email with ShareFile.Enter all recipients’ email addresses, a subject line,and a message.Choose a folder in ShareFile to which you’d like therequested files added to. ShareFile will default tosending files to your File Box, but you can select Editto change the destination.Select Edit Message Options if you want to customize your notificationsand security options (i.e. determine how many downloads are allowed).When finished, select Done.Set up folders to organize your files12Access the green Floating Action Buton and selectCreate Folder.Enter a name for your folder. You may also enter a description forthe folder, which will be displayed as a note attached to this folder inyour account. Select Create Folder.ShareFile.com6
GuideGetting Started With Citrix ShareFileShare your folders with others123456Navigate to the folder in your account that you’d liketo share. Click the People on this Folder tab.Select Add People to Folder to grant a user accessto this folder.If the user already exists in ShareFile, type the user’sname in the Search window. If the user is not alreadyin ShareFile, select Create New User.Enter the user’s email address, first name and lastname. Select Add.On the right, you may adjust folder permissions andalert settings.Select Add. The user now has access to this folder.You can adjust folder permissions and alert setting inthis area any time.ShareFile.com7
GuideGetting Started With Citrix ShareFileDownload and install the Plugin forMicrosoft OutlookAdd ShareFile to Microsoft Outlook for faster file sharing. You will be able to share or request large, encrypted files directly from Outlook.1In the upper right corner of your account, click Apps.2Verify you are in the Windows section. If not, select Windows.3Find the Plugin for Microsoft Outlook and select Download.4A pop-up will appear on your computer. Click Run.5The ShareFile Outlook Plugin window will appear on your desktop.You have 2 options upon install:a. Default settings (Recommended) - Your desktop will automaticallybe updated when a new Outlook plugin version is available.b. Customize settings – You desktop will not automatically be updated when a new Outlook plugin version is available.ShareFile.com8
Guide6789Getting Started With Citrix ShareFileAccept the License agreement and complete the rest of the installation.Once the installation is complete, open Microsoft Outlook.Once Outlook is open, a ShareFile login window willappear. Enter your email and password and select Sign In.To verify the Outlook Plugin is installed, create a new emailmessage. In the new message, you should see “ShareFile,Convert Attachments, Attach Files, and Request Files” inthe top right.To configure the Outlook Plugin, click on the ShareFilePlugin Options (from home page of Outlook)ShareFile.com9
GuideGetting Started With Citrix ShareFileDownload and install the ShareFIleDesktop AppThis app lets Windows users access and use ShareFile without opening a web browser — it’s an easier way to access, share,request, upload and download your files.1In the upper right corner of your account, click Apps.2Verify you are in the Windows section. If not, select Windows.3Find the Desktop App and select Download.4A pop-up will appear on your computer. Click Run.567Accept the License agreement. Go through the setup wizard to choosethe installation location and complete the rest of the installation.When starting the Desktop App for the first time, you’ll beprompted to enter your email and password. Select Sign In.Once you’ve signed in, use the navigation drop-downmenu to select the section of your ShareFile account you’dlike to view.ShareFile.com10
GuideGetting Started With Citrix ShareFileWorld-class customer supportYour ShareFile account has lots of tools and features to make sharing, storing, and your files as easyas possible. If you ever have questions or need help, our Care team is available 24/7!The Help section in your account is an easy way to contact our Care team. To access this section, login to your account and select Help in the upper right-hand corner.You will find links to training videos, the ShareFile Knowledge Base (which has hundreds of articlesand user guides) and tools for contacting Care via phone or submitting a request. You can also register for one-on-one training if desired.Contact us anytimeUnlimited support is free for you and your clients. Have a question or need help?Call us:1-800-441-3453 1-919-745-6111For enterprise needs, please call 1-800-4CITRIX orone of our International NumbersSubmit a Request: www.sharefile.com/support/requestFor enterprise needs, please open a customer service case through yourMyCitrix.com account.Ask sharefileSearch theknowledge base:kb.sharefile.comThank you for choosing ShareFile!About CitrixCitrix (NASDAQ:CTXS) enables the secure and reliable delivery of applications and data over public, private or hybrid clouds or networks, to virtuallyany type of device. With annual revenue in 2015 of 3.28 billion, Citrix solutions are in use at more than 400,000 organizations and by over 100million users globally. Learn more at www.citrix.com. 2016 Citrix Systems, Inc. All rights reserved. Citrix, ShareFile and other marks appearing herein are trademarks of Citrix Systems, Inc. and/orone or more of its subsidiaries, and may be registered in the U.S. Patent and Trademark Office and in other countries. All other trademarks are theproperties of their respective owners.ShareFile.com
Guide Getting Started With Citrix ShareFile ShareFile.com 5 1 2 5 4 3 Share a file — or lots of them From your Dashboard, select the Share button. Choose Email with ShareFil
