Rename a ShareConnect Computer

You may rename a remote computer after you have installed ShareConnect on it, or after the computer has been shared with you via the Share Computers menu.

From the main Computers menu, click the icon beside the computer name and select the Rename option.

Enter the new name and hit Enter to save it.

Note: Changes to a computer name are only visible to the user making the change. If User A has shared a computer with User B, and User B uses the Rename function, only User B will see the new computer name.

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RightSignature Document Overlay

How do I create a required field?

After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then designate the field as required or optional. A Signer will not be able to submit the document until all of the required fields have been filled out.

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How do I assign a field to a particular Signer?

If you have assigned multiple Signers to a single RightSignature document, you can designate which signer needs to fill out each individual form field.

After placing a form field onto your document in the Document Overlay screen, double-click the field to open the Basic Options menu. You can then use the drop-down menu to assign the appropriate Signer to the form field.

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How do I assign a Component Reference Name to a field?

After placing a form field onto your document in the Document Overlay screen, double-click the field and select the Extras menu. You can then designate a Component Reference Name that will be used to label the field when exporting the data collected in signed documents.

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How do I create a drop-down menu using acceptable values?

To create a drop-down menu on your RightSignature document, create a new document and progress to the Document Overlay screen. Select the Text icon from the Tools menu and drag and drop, or draw, the text field onto your document. Next, double-click the field and select the Extras tab.


Under Acceptable values list, type the drop-down options you wish to make available, separating each with a comma. For example, typing “Sole Proprietorship, Partnership, LLC” would create a drop-down menu with these three business types as options. Once finished, click Save. When signing the document, the text field will appear to the signer as a drop-down menu.

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How to hide secondary password field for login page of NetScaler Gateway

Create the following rewrite policy and action to hide secondary password field from NetScaler Login page.

Please follow the below steps, to match the configuration that worked to remove the secondary password field:

1. Open your NS GUI, click on Configuration and open the NetScaler Gateway section.

2. Go to your Gateway vServer and open the Policies menu.

3. Click on the + button.

4. Choose Policy “Rewrite” and Choose Type “Response” , exactly the same as the image below :

5. Go to Policy Binding and Click on Add.

6. Edit the fields of the Rewrite Policy like in the image below, with the expression “HTTP.REQ.HEADER(User-Agent).CONTAINS(AGEE).NOT” :

7. At the Action field, click on Add bottom.

8. Create the Action like in the image below, with the following expression “
pwcount= + 1” :

9. Click on Create bottom, with the Remove_Password_Action selected in the Action field.

10. Bind the policy to the Gateway vServer.

11. Click on Done, save the configuration and Test.

Working with Browser :

This rewrite policy works with Web Browser, however it will not functions the same with Receiver.

Resolution:

NOTE: Remember that the “Rewrite” Basic Feature have to be enabled on the NetScaler, to use this policy.

if you use solution below then users are unable to change password if LDAP prompts for it.

If we want to disable the RSA field on first screen on Web Browser as well as on Receiver window ( Including Windows / MAC / IOS / Android ) Receiver , apply the below changes under the LDAP server profile as mentioned in the screenshot :

Uncheck the Authentication tab if its already checked, and then you will find your LDAP logon on logon page and RSA token is on another page separately.

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ShareFile RightSignature Integration

Overview: How it Works

Once your ShareFile account is linked to a RightSignature account, you can send files stored in your ShareFile account for electronic signature.

Supported document types include:

  • PDF
  • Microsoft Word documents
  • Plain text files


Send for Signature

In ShareFile, right-click on a file and select one of the Signing Options.

You may also access signature options from the Content Viewer action pane. To do so, click the file to open the viewer, then click e-Signature.

This will open the document in RightSignature.

Click here for instructions on how to customize your document on RightSignature.

After sending the document via RightSignature, the RightSignature icon shown below will appear to the right of the Creator column.

Clicking on this icon will reveal the status of that document. If the document has yet to be signed, its status will be Pending.

Once the signed document is completed, the status will be recorded as Signed. A signed copy of your file will also be uploaded back to ShareFile.

To see the completed document in RightSignature, click View.

ShareFile Desktop and RightSignature

Once you have linked your ShareFile and RightSignature accounts, you can send supported file types from the ShareFile Desktop app. To do so, right-click the file and select the Send for Signature option. This will launch the signature workflow in your default web browser where you can add fields, recipients, and send the message. (This feature requires ShareFile Desktop 1.12 or later.)

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The PXE service is not running on the PVS server

To resolve this issue:

1. Launch the Services console: Click **Start** and then type **Services**.

2. Verify the PXE service is present, restart the service, and check the Event Log for any errors: From the Services console, right-click **Citrix PVS PXE Service** and select **Start**.

Note: If you are not using PXE booting with Provisioning Services, click **Hide Alert** to prevent this alert from appearing. You can show this alert again by clicking **Site Options > Show Hidden Alerts**. For more information, see Manage Smart Check alerts and notifications in the product documentation

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Create a ShareFile Form Template

Forms are now created as part of Workflow creation. ​Click New Workflow from the Custom Workflows dashboard to get started.

Customize a Workflow


Provide your Workflow with a descriptive Title and select a location in your ShareFile account where you want the Workflow to be stored.

Form Creation

Clicking on “Start building” will provide the user with the Trigger option. Here the user needs to select “A form is completed” option to get the Form Set Up option.

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Clicking on “Set Up Form” will provide the user with two options, one to create a new form and the other to Start from an existing form which is present in another workflow.

Selecting “Create a new form” and clicking on Continue will provide the user with Form Builder view which consists of Header and Pages


Customize Form Header

Click Edit in the Header section to add a Description to your form. You may also customize the branding of your form if needed.

Clicking on Add Field will provide the user with customizing the fields they wish to add to the form


Customize Form Fields


You can add multiple fields (questions) to your form. Click on the Questions box to customize your form –


You can designate a specific field as a Required field, or add help text or a description to assist your recipient in completing the form. Different field types may include additional field-specific options.

When you’re finished creating your form, click Next: Manage Settings. Review the settings for your form and click Enable Form to save your changes. You may now add your new form to a Workflow Template.

Kindly refer to the Manage Access section in this article for more steps on how to manage settings on your workflow – https://support.citrix.com/article/CTX223299


Note –

If a user Disables the workflow, then all the associated in-progress forms get greyed out with an error symbol being displayed next to them and their status gets updated from “Draft” to “Not Available”

Forms associated with Disabled workflows will no longer be displayed under “All Forms” tab until they are Enabled again. If a user enables a disabled form then all the associated in-progress forms get updated to “Draft” state from “Not Available” state. User will be able to Submit all the in-progress forms.

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