Digital Tools & Guides
Citrix ShareFile Instructions
Citrix ShareFile Account Setup Process
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We will create a new account for you on Citrix.
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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.
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The email will create a temporary password to login to your account. Click on the link to proceed to login screen.
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Once you have logged in, you will be prompted to change the temporary password.
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Check the settings, then click “Save”.
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You will be logged into the account that was created for you.
How to Download Files from ShareFile to your Computer
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Click your client folder and select the document(s) you wish to download.
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Click “Download”.
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Save to your computer.
How to Upload Files to ShareFile from your Computer.
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Click the blue plus sign and select “Upload”.
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Drag and drop or browse for the file(s) you wish to upload.
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The document will appear in the ShareFile folder after a moment.