Getting Started With
Citrix ShareFile
Learn the basics of your ShareFile account. Plus, get the answers
to some of our most frequently asked how-to questions.
1
2
Open a web browser and go to www.ShareFile.com.
In the upper right-hand corner of the webpage, click Sign In located next to the menu.
Welcome to ShareFile!
In this guide you’ll learn how to:
Learn your unique ShareFile URL and subdomain p. 2
Reset your password p. 3
Add employee and client users to your account p. 4
Share files p. 5
Request a file from anyone p. 5
Set up folders to organize your files p. 6 Share folders with existing users p. 7 Download and install the Plugin for Microsoft Outlook p. 8 Download and install the Desktop App p. 9
If you need help at anytime or have any questions, the ShareFile customer care team is available for you 24/7 by phone or email.
Learn your unique ShareFile URL
Your 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 followed by ‘.sharefile.com.’
Reset your password
Note: ShareFile passwords must have at least eight (8) characters, including at least one uppercase let-ter, at least one lowercase letter and at least one number.
For forgotten passwords
To change a password
1
1
2
2
3
3
4
5
Go to the login page of your ShareFile account. Under the Log In button, click Forgot password?
In the top navigation bar of your account, click My Settings. On the next screen, enter your email address and select the item indicated to verify that you’re human.
On the left-hand side of the screen, select Change Password. Check your email. Click the link in the email to reset
your password.
Enter your old password, your new password and a confirmation of your new password, and click Save. Enter your new password and select Reset Password.
Add employee and client users to your account
Note: You must be an admin user or employee user with appropriate permission to do this.
1
2
3
5
4
6
In the top navigation bar of your account, select 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 of your company.
Enter the new user’s email address, which will serve as a username. Select Next Step.
You’ll see a list of the folders in your account. Select any folders that you’d like to share with this user, and check the box for any permissions you want the user to have for those folders. When you’re finished, click Add Users to Folders.
If you wish, you can also click Skip this step.
Enter the user’s first name and last name. You can enter a company name if it’s different from your company. Use the checkboxes in this section to determine the user’s permissions. When you’re finished, select Next Step.
Share a file — or lots of them
Request a file from anyone
1
1
2
5
2
3
3
4
4
In the top navigation bar of your account, move your cursor over Share and two options will display – select Email with ShareFile.
In the top navigation bar of your account, click Request and choose Email with ShareFile.
Enter all recipients’ email addresses, a subject line, and a message.
Select 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 homes screen). To see a list of your sent emails and edit link expiration dates or notification settings, select the carat next to the Inbox, then select Sent.
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.
Choose a folder in ShareFile to which you’d like the requested files added to. ShareFile will default to sending files to your File Box, but you can select Edit to change the destination.
Select Edit Message Options if you want to customize your notifications and security options (i.e. determine how many downloads are allowed). When finished, select Done.
Set up folders to organize your files
1
2
In the top right corner of the home screen, select Create Folder.
Share your folders with others
1
2
3
5
4
6
Navigate to the folder in your account that you’d like to share. Towards the bottom, select <Folder Name> is Shared With to expand the options.
Select Add People to Folder to grant a user access to this folder.
If the user already exists in ShareFile, type the user’s name in the Search window. If the user is not already in ShareFile, select Create New User.
One the right, you may adjust folder permissions and alert settings. Enter the user’s email address, first name and last name. Select Add.
Download and install the Plugin for
Microsoft Outlook
1
2
3
5
4
6
7
8
In the top navigation bar of your account, click Apps.
Verify you are in the Windows section. If not, select Windows.
Find the Plugin for Microsoft Outlook and select Download.
The ShareFile Outlook Plugin window will appear on your desktop. You have 2 options upon install:
a. Default settings (Recommended) –Your desktop will automatically be 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.
Once you have selected your setting, click Next. A pop-up will appear on your computer. Click Run.
Accept 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 will appear. Enter your email and password and select Sign In.
To verify the Outlook Plugin is installed, create a new email message. In the new message, you should see “ShareFile, Convert Attachments,
Download and install the ShareFile
Desktop App
1
2
3
4
5
6
7
In the top navigation bar of your account, click Apps.
Verify you are in the Windows section. If not, select Windows.
Find the Desktop App and select Download.
A pop-up will appear on your computer. Click Run.
Accept the License agreement. Go through the setup wizard to choose the installation location and com-plete the rest of the installation.
When starting the Desktop App for the first time, you’ll be prompted to enter your email and password. Select Sign In.
Once you’ve signed in, use the navigation drop-down menu to select the section of your ShareFile account you’d like to view.
World-class customer support
Contact us anytime
Your ShareFile account has lots of tools and features to make sharing, storing, and your files as easy as 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, log in 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 articles and user guides) and tools for contacting Care via phone or submitting a request. You can also register for one-on-one training if desired.
Unlimited support is free for you and your clients. Have a question or need help?
Thank you for choosing ShareFile! 1-800-441-3453
+1 919 745 6111 (International)
For enterprise needs, please call 1 800 4CITRIX or
one of our International Numbers
For enterprise needs, please open a customer service case through your
