Digital Tools & Guides

Citrix ShareFile Instructions

Citrix ShareFile Account Setup Process

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1. We will create a new account for you on Citrix.

2. Once the account has been created, you will receive an email from Citrix saying, “I have added you to a folder on ShareFile”. Open this for a link to access your new account.

3. The email will create a temporary password to login to your account. Click on the link to proceed to login screen.

4. Once you have logged in, you will be prompted to change the temporary password.

5. Check the settings, then click “Save”.

6. You will be logged into the account that was created for you.
    

How to Download Files from ShareFile to your Computer
 

1. Login to Citrix.

2. Click your client folder and select the document(s) you wish to download.

3. Click “Download”.

4. Save to your computer.
    

How to Upload Files to ShareFile from your Computer.
 

1. Login to Citrix.

2. Click the blue plus sign and select “Upload”.

3. Drag and drop or browse for the file(s) you wish to upload.

4. The document will appear in the ShareFile folder after a moment.