Digital Tools & Guides

Citrix ShareFile Instructions

Citrix ShareFile Account Setup Process

  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.

Genius Scan

Here is a short video demonstration on how to electronically sign with the free Genius Scan app, available for Android and IOS.

Here are the links to download Genius Scan

iOS

Android

Adobe Reader E-Signature

Here is a short video demonstration on how to electronically sign with the free Adobe Reader app, available for desktop, Android and IOS.

Here are the links to download Adobe Reader

Desktop

iOS

Android

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Courtenay, B.C. V9N 3N6

office@duncanandco.ca

Tel: 250-941-8000

Fax: 250-941-8006

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Duncan & Company 2020 

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