Unable to sign in to Citrix Files when using Azure iDP for Single Sign On (SSO)

Attempts to use Single Sign On (‘Sign in with Company Credentials”) to access Citrix Files may fail when Microsoft Azure is used as the iDP (identity provider).

Upon closer inspection, you may find errors similar to the following:

AADSTS50105: The signed in user ‘a.user@domain.com’ is not assigned to a role for the application ‘ab12cd34-abcd-1234-0987-abcd43vf56567′(Citrix ShareFile).


This error can be seen despite the user being a member of the relevant Active Directory groups so as to be entitled to the role assignment. This membership can be seen when viewed via on-premises Active Directory. You may not be able to identify the same group membership when inspected via the Azure portal. When on the Azure portal, you may instead receive an error stating ‘Microsoft_AAD_IAM’.

Attempts to manually sign in (without using SSO) succeed.

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Transfer Data Between ShareFile Accounts

Ways to Transfer –


Transfer Data using the ShareFile Desktop App (Windows users)

ShareFile Desktop allows quick and easy drag-and-drop functionality with a Download and Upload Queue, making local downloads and uploads simple.

Prerequisites

  1. Desktop App system requirements can be found here.
  2. Before we get started, create a folder on your local Windows computer where you can store folders and files when you download them from your account. We’ll stash files there and then upload them back to ShareFile later.


Download the Desktop App from the Apps section of your ShareFile account.


Once you have downloaded and installed the tool on your computer, sign in to your Current Account. You can now view the files stored in your Personal and Shared Folders locations using the drop-down menu.

Remember that local folder you created in the Prerequisites above? Drag the folders you wish to migrate from the Desktop App to the local folder on your computer.

The Desktop App supports Windows CTRL selection functions (ex: CTRL+Click or SHIFT+Click to select multiple items). As a best practice, we recommend dragging over one folder at a time, to avoid overloading Windows Explorer and making sure the Queue stays nice and orderly.


These downloads will automatically be queued for processing. You can open the Queue in a separate Desktop App window, to keep an eye on completed downloads. Since you are copying to your local Windows machine, the Windows Explorer progress bar may appear. This is normal. The speed of your download may vary depending on the quality of your internet connection.

Please wait until all data has been downloaded locally before moving on to the next step!

Now that you have downloaded local copies of all of your data, let’s transfer it to your new account.

First, sign out of the Desktop App by clicking the Settings icon and then selecting Remove User. This will log you out of your Current Account.

Now, sign back into the Desktop App using the credentials to your New Account. We can now begin uploading data into your New Account.

Simply drag the folders from your local folder directly into the Desktop App. Just like with the downloads, you can monitor the progress of your uploads using the Queue.

Typically, (empty) Folders are uploaded first and then the individual items within those folders are uploaded one at a time. The speed of your uploads may vary depending on the quality of your internet connection.

Once your upload is complete, you have successfully transferred data from your old account to your New Account!



Transfer Data using the ShareFile Desktop App (Mac users)

A Mac-friendly version of the Desktop App is currently in development. In the meantime, the
Desktop Widget supports drag-and-drop uploads and downloads.


Transfer Data using the ShareFile Web App

You can use the ShareFile web app to download the data from your Current Account, then upload that data to your New Account in another browser window.

Prerequisites

  1. A supported web browser
  2. If you plan to upload entire folders, you’ll need to use one of the following options:
    1. the latest version of Google Chrome, or
    2. Internet Explorer or FireFox with the latest version of Java installed

First, open a web browser and sign into your Current Account. Once you’re logged in, you can begin downloading your data to your computer.

Depending on where files are stored, you can select multiple files and folders to download at once. To do so, use the check boxes on the left and click the Download option that appears in the context menu. The ShareFile system will then prepare your download.

Depending on the size and number of files selected, preparation may take a few minutes or more. If your download fails to prepare, consider selecting a smaller amount of items to download.

When downloading multiple items, ShareFile automatically arranges your data into a single compressed file. Keep track of where you are downloading your data on your computer, as we’ll need to locate it again in the following steps.

Once you have downloaded all of the data from your Current Account, it’s time to upload that data to your New Account.

Upload to your New Account

Log out of your Current Account and open a new window or tab. Navigate to your New Account and sign in with the appropriate credentials.

Now, depending on your browser type, you can upload your data in a few ways.

Upload Folders with Google Chrome

Google Chrome users can quickly upload folders to their account by dragging the folder into the web browser window. Users can also access the Upload menu and select files using the Browse option.


The folder will automatically be created, and all contents uploaded to ShareFile. Please do not reload your page or navigate away from your folder directory while the upload is in progress. The speed of your uploads may vary depending on the quality of your internet connection.

Upload Folders with IE or FireFox

Users on the latest version of IE or FireFox must upload folders using the Java Uploader Tool. Click here for information on how to do so.

Once your uploads are complete, you have successfully transferred data from your old account to your New Account!

Transferring Large Amounts of Data

If you need to transfer extremely large amounts of data at once, consider using the ShareFile Migration Tool to upload significant amounts.

Note – This tool requires that the files first be present on your local computer. In most cases, you will need to first download the data from your Current Account before using the SFDMT to upload it to your New Account.

Click here for information on the ShareFile Data Migration Tool.

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Citrix Files for Mac

System Requirements

  • macOS 10.11 or newer

Install

Before installing Citrix Files, it is recommended that you install and configure the Citrix Workspace app. Set up an account and sign in as prompted.

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Download the installer DMG. Open the installer package and follow the prompts to install Citrix Files. You will be required to provide an administrator password to complete the installation.

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NOTE: Users that are on MacOS 10.13 or later may be prompted to approve a kernel extension after installation. Please open your preferences when prompted and approve the installation.

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Sign in

If you have set up your account with Citrix Workspace, Citrix Files will sign you in automatically after installation. More information can be found here: https://docs.citrix.com/en-us/citrix-content-collaboration/files-workspace.html#citrix-files-desktop-applications-authentication-in-workspace. If you have not set up your account with Citrix Workspace, you may receive a login prompt.

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Please dismiss this prompt and open up the Workspace App and set up your account. Next, click on the Citrix Files menu bar icon and click sign in

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Basic Operations

Citrix Files allows you to manage the files in your ShareFile account the same way that you would manage files normally through Finder

Open And Edit

Double click on a file in the Citrix Files folder, make changes and save

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All changes are automatically saved back to ShareFile

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Download

Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer

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You may also copy and paste files and folders

Upload Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer

You may also copy and paste files and folders
Delete

Right click on a file or folder and select Move to Trash

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You may also drag files and folders to the trash

Move

Drag and drop file(s) or folder(s) from one location in the Citrix Files folder to another

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New Folder

Make a new folder in the Citrix Files folder

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Icon Overlays

Files and Folders will have an icon overlay representing the status of that item. The following defines what each icon overlay represents:

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The file/folder is stored in ShareFile cloud

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The file/folder is currently syncing to ShareFile cloud

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The file is currently checked-out

Right Click Menu

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When you right click on a file or folder within Citrix Files, you will see some additional options. These options give you access to the functions available in ShareFile for these items. Options will vary based on the types of files or folders you have selected, permissions, and account settings.

Operation Available for Description
Share Files and Folders

Copy Link – Copies a ShareFile download link. Link settings will be determined by the Share options in your Preferences.

Email with ShareFile – Send a download link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile download link

Initiate Approval – (For a single file only) Initiate an approval workflow on a file

Request Files Single Folder

Copy Link – Copies a ShareFile upload link. Link settings will be determined by the Share options in your Preferences.

Email with Citrix Files – Send a upload link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a ShareFile upload link

Check Out Single File Check Out a file to prevent other users from making changes
View Details Single File or Single Folder View detailed information for a file or folder. The details window provides access to multiple file versions, notes, or checkout details
Refresh contents Single Folder Folder contents should update automatically as changes are made, but you may refresh contents manually using this function

Additional actions are available under More Options

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Operation Available For Description
Download Files and Folders For file(s) and folder(s), download allows you to download file(s) or folder(s) to a specific location on your computer.

Note: For improved performance, use this option for large file downloads or downloading a large number of items. These downloads are optimized for bulk operations and do not store data in the cache.
Upload Single Folder Right click on a folder and upload allows you to upload files and folders from a specific location on your computer.

Note: For improved performance, use this option for large file uploads or uploading a large number of items These downloads are optimized for bulk operations and do not store data in the cache.
Manage Permissions Single Folder Add users to a folder, modify folder permissions, and copy folder permissions from one user to another
Add to Favorites Single File or Single Folder Adds the file or folder to the Favorites folder
Preview Single File Stream a video file without downloading it (Available for .mp4, .ogg, .ogv, and .webm file types)

Menu Bar Icon

This icon displays the current status of Citrix Files. A spinner over the icon indicates activity.

Uploads in progress or edits that are being saved back to ShareFile will be indicated by a spinner. You will also see a spinner when navigating to a folder. The spinner indicates that the contents of a folder are being fetched and should appear after the spinner disappears.

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Dashboard


Clicking on the menu bar icon will open the dashboard.

  • Recent Files – Files that have been uploaded or edited will appear in the list of recent files. Double click on a file to open it.
  • Workflow button – Open up a window containing Workflows where you can view
  • Open Citrix Files Folder – Opens the Citrix Files location in Finder
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Overflow Menu

This provides access to Preferences, Send Feedback, Help Launch Website, and Quit

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  • Preferences – Opens the Preferences for the Application.
  • Send Feedback – Provide a rating for the app and leave detailed comments.
  • Help – Provides links to support and legal resources. This menu also allows you to report a technical problem with the app to the development team.
  • Launch Website – Opens the ShareFile website.
  • Quit – Quits the application.

Preferences

Account Log Out – Logs you out of your account. Any files that have been cached will be deleted
App Settings Cache – Data for recent files is cached for improved performance. Use the slider to manage the cached size. Clear cache will immediately remove all cached files

Reset App Settings – Removes folder structure archive and cached files. Doing this will quit and relaunch Citrix Files to please save any work before resetting.

Uninstall – This uninstalls the application. Administrator permissions are required.
Share Options Notifications – Set default notifications that are applied when sharing

Security – Set defauly security options that are applied when sharing

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Install and Use Citrix Files for Mac

NOTE:

Citrix Files for Mac is currently unsupported on macOS 10.15 Catalina beta.
TIPS! Need Citrix Files for Mac? Download it here: http://dl.sharefile.com/cfmac


Citrix Files makes accessing your files from a Mac much easier. It allows you to access files and folders from ShareFile directly through Finder on your Mac. Content is streamed when it is accessed and not permanently stored on your computer. Changes made to files in the ShareFile folder are automatically saved back to the cloud. Most Finder operations like drag and drop, copy and paste, move and rename, and others will automatically update to the cloud.

System Requirements

  • macOS 10.12 Sierra
  • macOS 10.13 High Sierra
  • macOS 10.14 Mojave
Note:

Installation on macOS 10.11 El Capitan is possible, but Citrix no longer supports this version.

Install

Download the installer DMG. Open the installer package and follow the prompts to install Citrix Files. You will be required to provide an administrator password to complete the installation.

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After installation, a volume named “Citrix Files” will appear. You may access this volume by clicking on the Citrix Files menu bar item and then clicking the folder icon. It will also appear in the Favorites sidebar in Finder windows. This volume displays all of the files and folders from your Citrix Files account.

Sign in

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When starting the Citrix Files Desktop app for the first time, you are prompted to sign in with your Citrix Files Credentials.

Basic Operations

Citrix Files allows you to manage the files in your Citrix Files account the same way that you would manage files normally through Finder.

Operation Description
Open and Edit

Double click on a file in the Citrix Files folder. Make any edits necessary and then save the changes.

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Citrix Files uploads the edited file.

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Download

Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

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You may also copy and paste files and folders.

Upload

Drag and drop file(s) or folder(s) from the Citrix Files folder to another folder on your computer.

You may also copy and paste files and folders.

Delete Right click on a file or folder and select Move to Trash.

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You may also drag files and folders to the trash.
Move

Drag and drop file(s) or folder(s) from one location in the Citrix Files folder to another.

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New Folder Create a new folder in Citrix Files folder.

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Icon Overlays

Files and Folders will have an icon overlay representing the status of that item. The following defines what each icon overlay represents:


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Right Click Menu


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When you right click on a file or folder within Citrix Files, you will see some additional options. These options give you access to the functions available in Citrix Files for these items. Options will vary based on the types of files or folders you have selected, permissions, and account settings.

Operation Available For Description
Share Files and Folders Copy Link – Copies a Citrix Files download link. Link settings will be determined by the Share options in your Preferences.

Email with Citrix Files – Send a download link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a Citrix Files download link

Initiate Approval – (For a single file only) Initiate an approval workflow on a file
Request Files Single Folder Copy Link – Copies a Citrix Files upload link. Link settings will be determined by the Share options in your Preferences.

Email with Citrix Files – Send a upload link through email. Email options may be customized before sending, or by modifying default options in your Preferences.

Email with mail app – Opens the Mail app in Mac OS. A new message is generated that contains a Citrix Files upload link
Check Out Single File Check Out a file to prevent other users from making changes
View Details Single File or Folder View detailed information for a file or folder. The details window provides access to multiple file versions, notes, or checkout details
Refresh Contents Single Folder Folder contents should update automatically as changes are made, but you may refresh contents manually using this function

Additional actions are available under More Options.

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Operation Available For Description
Download Files and Folders For file(s) and folder(s), download allows you to download file(s) or folder(s) to a specific location on your computer.

Note: For improved performance, use this option for large file downloads or downloading a large number of items. These downloads are optimized for bulk operations and do not store data in the cache.
Upload Single Folder Right click on a folder and upload allows you to upload files and folders from a specific location on your computer.

Note: For improved performance, use this option for large file uploads or uploading a large number of items These downloads are optimized for bulk operations and do not store data in the cache.
Manage Permissions Single Folder Add users to a folder, modify folder permissions, and copy folder permissions from one user to another.
Add to Favorites Single File or Single Folder Adds the file or folder to the Favorites folder.
Preview Single File Stream a video file without downloading it (Available for .mp4, .ogg, .ogv, and .webm file types).

Menu Bar Icon

This icon displays the current status of Citrix Files. A spinner over the icon indicates activity.

Uploads in progress or edits that are being saved back to Citrix Files will be indicated by a spinner. You will also see a spinner when navigating to a folder. The spinner indicates that the contents of a folder are being fetched and should appear after the spinner disappears.


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Dashboard

Clicking on the menu bar icon will open the dashboard.

Recent Files – Files that have been uploaded or edited will appear in the list of recent files. Double click on a file to open it.

Workflow button – Open up a window containing Workflows where you can view

Open Citrix Files Folder – Opens the Citrix Files location in Finder

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Overflow Menu

This provides access to Preferences, Send Feedback, Help Launch Website, and Quit.


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Provide a rating for the app and leave detailed comments.

Help – Provides links to support and legal resources. This menu also allows you to report a technical problem with the app to the development team.

Launch Website – Opens the Citrix Files website.

Quit – Quits the App.

Preferences – Opens the Preferences for the App.

Preferences

Preference

Description

Account

Log out – Logs you out of your account. Cached files are deleted

App Settings

Cache – Hover over the ? for details and cache usage

Clear Cache – This removes ached files

Reset App settings – Removes folder structure archive and cached files. Doing this will quit and relaunch Citrix Files for Mac to please save any work before resetting

Uninstall – This uninstalls the application. Administrator permissions are required.

Share Options

Notifications – Set default notifications that are applied when sharing

Security – Set defauly security options that are applied when sharing

Open and Edit

Open and Edit has been tested with the following applications:

  • Adobe Acrobat Reader DC
  • Adobe Photoshop
  • Keynote
  • Numbers
  • Microsoft Excel 2008, 2011, 2016, 2017
  • Microsoft PowerPoint 2008, 2011, 2016, 2017
  • Microsoft Word 2008, 2011, 2016, 2017
  • Pages
  • Preview
  • Sketch
  • TextEdit

Other applications will be tested and fully supported during the course of the Beta program. Please report any issues you experience with open and edit.

Users are welcome to use Citrix Files for Mac with any application, however when using applications that are not listed above, we recommend saving local copies before uploading to Citrix Files until compatibility has been tested.

Conflict Prevention

Citrix Files for Mac provides end user notifications when another user uploads a new version of a file or checks a file out while you are also viewing / editing the file, in order to prevent file conflicts.

Notification when someone uploads a new version of the file you also have open:

New version is saved while you are working on the same file

Notification when someone checks out a file while you also have that file open:

Someone else checked the file out while you were using it

Citrix Files Drive Unavailable

Citrix Files gives you access to the files on your Workspace account by making them available as a storage drive (like an SD card or a thumb drive). This drive needs to mount itself into your Mac’s file system before files can be accessed from Citrix Files. If the Citrix Files app experiences an issue with mounting, the app menu bar icon will show a warning symbol. You will need to ensure the drive mounts properly before you may use Citrix Files.

Reconnect the Drive

  1. Click the Citrix Files menu bar icon.
  2. Click Reconnect.
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Relaunch the App

You may need to relaunch Citrix Files app in case the app experiences an issue with mounting.

  1. Close any files that may be open in Citrix Files (Ex: You have opened a Word document in Citrix Files).
  2. Click on the Citrix Files menu bar icon.
  3. Click on (…).
  4. Select Quit.
  5. Open Citrix Files app in your Applications folder.

Reinstall Citrix Files

Citrix Files installs a kernel extension or kext to mount the drive.

  1. Click the Citrix Files menu bar icon.
  2. Click on (…).
  3. Select Preferences.
  4. Click Uninstall and Confirm.
  5. Download and install Citrix Files again.

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Citrix Files for Outlook User Guide

TIPS!

The Citrix Files for Outlook allows Employees (users with Content Collaboration Licenses) to insert links to files, upload and send new files, and request files directly from Microsoft Outlook email messages. Additionally, you can choose to send all attachments or all attachments of a particular size via Citrix Files rather than your internal email server.

NOTE: The Citrix Files for Outlook cannot be used by Client users.

Refer to the Installation of Citrix Files for Outlook article for plugin installation instructions.

Getting Started

Open Outlook. The Citrix Files for Outlook logo will be displayed on the far right on the Outlook tool bar. If the logo displays “Log In”, click on the logo to log in.

Outlook Tool Bar


Once logged in, Citrix Files for Outlook will be shown in two places in Outlook. The Options button will be available on the main Outlook view.

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Other functionality will be available when you compose or read a message.
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Options

Change options for Citrix Files for Outlook by clicking on the Options button on the Outlook home window.

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The Citrix Files for Outlook Default settings popup displays.

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This allows you to make changes to the default settings under the following categories:

NOTE: Some options may be set and restricted by Administrators.

  • General – Allows editing of General settings including
    • Attachments
    • Icon
    • Expiration Policy
  • Attaching Files – Allows editing of these components
    • Security
    • Notifications
    • Downloads
  • Requesting Files – Allows editing of these settings
    • Security
    • Notifications
    • Upload Location
  • Encrypted Email – Allows editing of these encryption settings
    • Security
    • Notifications
    • Expiration Policy
  • Inserting Links – Allows editing of these settings
    • Appearance
    • Linked Text
    • Language
  • Help – Allows you to set up usage log files.
    • Normal – select to store a record of basic usage activity.
    • Advanced – select to store a detailed record of all usage activity.

Attach Files

The Attach Files button allows you to attach files from both your PC and files stored with Citrix. Use the file browser to select the file(s) you want to share.


When you attach a file to an email, Citrix for Outlook will place a banner in the email that lists the file(s) and availability (if applicable).

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From PC

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From PC – attach files stored on your computer to your email message. When you select this option, you will be able to select the files that you wish to attach to this email. Files uploaded from your computer using this method will be uploaded to the File Box on Citrix. If you would like to use different options for this specific email, select Use Custom Settings. After attaching the desired files and composing the email, click Send to send the email. The plugin will upload the files and convert the temporary link to a functioning link in the Outbox. Then Outlook will send the email containing the link to the indicated recipient.

Emails sent using this option will stay in your Outbox longer than normal after you click send because the files must first be uploaded to Citrix.The amount of time this takes will depend on the speed of your Internet connection and the size of the attachments. Please do not close Microsoft Outlook until your upload is complete. Citrix recommends that you do not upload extremely large files (more than 500 MB) through the plugin. You will have better, more reliable results logging into and using the web application for large file uploads. You can then attach these large files using the From Citrix option detailed below.

From Citrix

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From Citrix – attach files stored in Citrix. Check the boxes to select the files and folders you want to attach to your email. Once you have selected the file and clicked OK, the file will be inserted into the body of your email as a temporary link. If you would like to use different options for this specific email, select Use Custom Settings. After attaching the desired files and composing the email, click Send to send the email. The plugin will convert the temporary link to a functioning link and Outlook will send the email containing the link to the indicated recipient.

From Citrix uses less bandwidth and storage as you are not uploading new data to your account.

Revoke Access from Outlook Message

Once you have shared a file using the Citrix Files for Outlook, you can revoke your recipient’s access to the files from within Microsoft Outlook. To do so, navigate to your Sent Messages in Microsoft Outlook and locate the email you sent your recipient. When viewing that message, locate the Citrix Files for Outlook header at the top of the message. Click the Revoke Access button. Once you confirm, the recipient will no longer be able to access the files via the email message. Revoking access does not prevent your recipient from viewing the file if they have already downloaded it.

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After you click Revoke Access, a popup displays. You may click Revoke or Cancel.

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Request Files

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Request Files – insert a text link into the body of your email message. Your recipient will be able to click on the generated link and upload a file to your Citrix without downloading any software or signing up for an account. You can customize this automatically generated link in the Options menu.

Uploaded files are sent to your File Box. If you would like to change the upload destination for this specific email message, select Use Custom Settings. Once you have selected Use Custom Settings, you will be presented with a pop-up window that allows you to change the settings for the link. By clicking Edit to the right of Upload file to, you can select a new folder from your Citrix Files account. Any changes made will only affect the link that you are sending in this individual email only.

Convert Attachments

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Convert Attachments – Convert normal file attachments to a secure Citrix Files link. This option will only appear on a new message and will not be clickable unless there is an existing attachment on the email. After clicking Convert Attachments and composing the desired email, click Send to send the email. The plugin will upload the files and convert the temporary link to a functioning link. Then Outlook will send the email with the link to the indicated recipient.

Emails sent using Convert Attachments will stay in your Outbox longer than normal after you click send as the files must first be uploaded to Citrix Files. The amount of time this takes will depend on the speed of your Internet connection and the size of the attachments.

Features


Add a File Request Link to Your Outlook Signature

1. Open a New Outlook Email Message.

2. Click the Request Files button, then Use Custom Settings.

  • Configure the options to your liking, designate your preferred uploading destination, and don’t forget to adjust your expiration settings! Click OK to generate the link.
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3. Highlight the newly generated Request a File link, right-click and select Copy.

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4. Click Signature in the ribbon and edit the Signature you wish to add the link to. Paste the Request a File link into the signature.

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5. Click OK to save the changes to your signature.

Using “Send To” with Citrix Files for Outlook

You can also choose to send files using the plugin by right-clicking the files in your web browser screen or desktop. To do so, right-click on a file or folder and select Send to in the drop-down menu that opens. Next, click Mail Recipient with Citrix Files. This will open a new Outlook message with a temporary link to the file already created.

Save Attachments to Citrix

You can now save an email attachment directly to Citrix with a few clicks. To do so, right-click the attachment in your Outlook message and choose the Save to Citrix option. Use the folder tree to select an upload destination on your account, then click OK. Your file will be uploaded to Citrix.

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Incompatible Add-Ins or Services

Citrix Files for Outlook is not supported with any 3rd party service or add-in and cannot be guaranteed to function properly when used in conjunction with other add-ins. This includes meta-data scrubbers, SmartVault, iTunes, Grammarly and other add-ins. While frequently encountered add-ins may be specifically mentioned in this article, this article should not be treated as a final list of incompatible add-ins.

  • If you are using an antivirus program such as Kaspersky or McAfee, please take steps to add Citrix Files as an exception to your apps.
  • Metadata Scrubbers may interfere with Citrix Files for Outlook. It is recommended that any metadata scrubber add-ons be disabled in order for the Citrix Files for Outlook to function properly.
  • Likewise, Exchange Alternatives (such as Kerio Connector) are not compatible with Citrix Files for Outlook and may block the plugin from functioning correctly. Citrix Files recommends disabling these add-ons.

Contacting Support

Click here for Citrix Files Support Contact Information.

Sending Large Files

We do not recommend attaching large files (more than 500 MB) from your PC through the plugin. You will have better, more reliable results logging into and using the web application for large file uploads. Once you have uploaded the large file to Citrix, you can then attach these large files to an email message using Attach Files From Citrix.

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Citrix Files for iOS Devices



Getting the App

Download the Citrix Files App

The following steps explain how to download Citrix Files for your device and log into your Citrix Files account.

  1. Open the App store application on your device.
  2. Search for Citrix Files.
  3. Click Get.
  1. Click the Citrix Files icon to open.
  2. Enter your Citrix username and password.

Citrix Files opens displaying your folders.

Basic Operations

Create a folder

  1. Open Personal or Shared Folders where you want to create a new folder.
  2. Click the + blue circle to open the menu. The menu displays.
  1. Select Create Folder from the menu. The Create Folder screen displays.
  1. Enter a name for the new folder and any notes in the corresponding sections.
  2. Tap Create Folder. The new folder window displays.

Upload files

  1. Click the + blue circle to open the menu. The menu displays.
  2. Tap Upload Photo or Video.
  3. Choose an existing file to load or tap Take a Photo (or Video) on your device.

    NOTE: You may be asked to allow Citrix Files to access your Photos
  4. Select the items you want to upload. Click Next.
  5. Tap Upload.

    NOTE: You may change the default File Prefix.

The files start to upload.

Download files

  1. Navigate on your to device to the folder holding the file(s) you want to download.
  2. Tap the file. The download begins immediately.
  3. Go to your Photo app to view the downloaded file.

Sharing files

  1. Navigate on your device to the folder holding the file(s) you want to share.
  2. Tap the ellipses ().
  3. Select Share from the menu.
  1. The following screen allows you to select either Email with Citrix Files or Get a Link. To use Email with Citrix Files feature, go to the next step. If you want to use the Get a Link feature, skip to step 10.
  1. Click Email with Citrix Files.
  2. Enter a Recipient for your message. You can enter an email address manually, or select users from your address book.
  3. Enter a Subject for your message. You may enter additional text in the Body of your message if needed.
  4. Edit Message Options allows you to customize the following:
  5. Click Share when ready. A “File shared” message appears at the bottom of the screen.
  6. Select Get a Link. Note that you can choose either the iOS messaging app or the email app to send. For this, we will use the email application.
  7. Select Mail. The new message screen displays with the shared file link preloaded in the body.

Follow the instructions for your Mail app to send the message that includes the link. The recipient will receive a message similar to this:

Delete files

  1. Navigate on your device to the folder holding the file(s) you want to delete.
  2. Tap the ellipses ().
  3. Select Delete from the menu. A confirmation screen displays.
  1. Tap the red Delete on the confirmation screen to delete the file.

A “File deleted” message appears at the bottom of the screen.

Direct to File Microsoft Integration

You may open, edit, export, copy, and save files stored on Citrix Files within Microsoft Office 365 apps. Steps may vary based on the app you choose.

To open your file with a Microsoft Office app, select the item in Citrix Files and select the Open in Microsoft… option. In order to access files stored on your Citrix Files account, you must first add Citrix Files as a location. Enable Citrix Files as a storage provider on the Account menu, or by navigating to the Open menu and selecting Add a Service. You may now select Citrix Files as a location. Once you have verified your credentials you may browse your account and select your file to open via the Microsoft app.

NOTE: This feature is not supported in MDX environments.

Once you have finished working on your file, save your changes. The updated version will automatically be uploaded back to Citrix Files.

NOTE: App Extensions are a feature of iOS 8. Please update your iOS to utilize this feature. This feature can only be used to open files stored in the Citrix cloud. On-prem files are not currently supported.

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ShareFile Workflow Settings

Customers with access to the following features can customize various workflow settings from within the ShareFile web application, as well as generate workflow-specific reporting information.

Note: Certain settings may not be available to all users, depending on user permissions and Admin-level access requirements. Some settings may not apply to all workflow types.


How to Access Workflows Settings

Users can access the Settings menu from the main Workflows homepage.

From the ShareFile Dashboard menu:

  1. Go to Workflows -> Feedback & Approval
  2. Click Settings in the upper right

General

Annotation Color – set a default color for your annotations and avatar. These are the colors used when commenting on / adding annotations to documents and files.

Timezone – This sets your default time zone

Notifications

Here you can choose whether or not you wish to be notified when:

  • a user replies to a comment or annotation you have made
  • a comment is left on a workflow that you have initiated
  • an annotation is added to a workflow that you have initiated
  • status updates (such as “John has approved”) are sent for your workflow


Workflows by Email

This menu outlines the steps required for creating workflows directly from your email, utilizing a special BCC address. Please refer to this menu in the web application for detailed steps.


Advanced

Workspace presence – Provides real-time notifications and events while viewing and annotating in a workspace. If documents frequently have large groups of participants and performance becomes an issue, this feature can be disabled.

Participant attachments – Allows participants to upload files in the activity panel to suggest changes and edits. Files will be delivered to your ShareFile File Box.

Upload completed workflow file – When a workflow is complete, this setting allows the final version of the file to be uploaded to your ShareFile account. Example: “My_Project_Plan-approved.pdf”

Participant aliases – Enter a custom alias for specific participants. Example: Create an alias “manager” for your manager’s name and email address, where the name and email will automatically be entered when sending workflow files to the alias.


Account Settings*

Note: These settings only available to the Master Admin on the account.

Require Participant Login – When set, requires workflow participants to sign in with their ShareFile credentials to view documents, comment, and annotate. Signature and Request List workflows are not currently compatible with this setting and will be disabled for those particular workflows.

Custom BCC Address – Enter a custom BCC address to be added to all email notifications sent to users on this account.

Activity Reports – Generate monthly activity reports for all users on this account. Information includes workflow id, participant email, actions taken, and notification type, among other info.

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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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How to Link a New and Existing Citrix Content Collaboration account to Citrix Cloud

Requirements

  • You must have Administrator permissions in both Citrix Cloud and Content Collaboration (ShareFile).
  • The Administrator email address used to sign in to Citrix Cloud must match the email address on record listed in Content Collaboration.
  • Important: Customer linking process must be performed within 30 days of initial Order Date.

If any of these requirements aren’t met, Citrix Cloud might not be able to locate your Citrix Content Collaboration (ShareFile) account for assignment. If you need help with these requirements, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”.

To link your Content Collaboration account to Citrix Cloud (no new entitlements)

Use the following steps if you’ve previously purchased Citrix Content Collaboration entitlements and want to create a new account and link the entitlements to that account.

  1. Sign in to Citrix Cloud using your Citrix credentials.
  2. From the Citrix Cloud console, under Available Services, locate the Content Collaboration tile.
  3. In Add Service, select Link Account. The Add Content Collaboration Account page appears with the Link Account tab selected.
Add Service menu with Link Account selected
  1. Select the ShareFile account you want to link and then click Link Account.

Important: If no accounts are displayed, verify that you are an administrator for ShareFile and that your email address for Citrix Cloud matches your email address for Content Collaboration (ShareFile). For additional assistance, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”

Customer bought new entitlements and want to assign them to an EXISTING Content Collaboration account

Use the following steps if you’ve purchased new Content Collaboration (ShareFile) or Workspace entitlements and want to assign(link/connect) and manage your entitlements in Citrix Cloud.

  1. Sign in to Citrix Cloud using your Citrix credentials.
  2. From the Citrix Cloud console, under My Services, locate the Content Collaboration tile and click Manage. The Assign Content Collaboration Entitlements page appears and displays the new entitlements you have purchased.
    • NOTE: If you are logged into Citrix Cloud, just bought a new entitlement, and you do not see the Content Collaboration tile under ‘My Services’ but instead; you see it under ‘Available Services’, chances are you are logged into the wrong Citrix Cloud account. In order to see your entitlements (and for the tile to show up in the ‘Manage’ state) you have to log into the Citrix Cloud account associated to the Org ID on your Purchasing Order.
  3. Click Assign to Existing Account, the Content Collaboration (ShareFile) Accounts page appears.
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  • If you have never linked an account to Citrix Cloud, you will NOT be able to assign the entitlement and you will receive the screenshot below. To link an account that has never connected to Citrix Cloud, click Link another account. Citrix Cloud displays the available accounts you can link. Otherwise, if already linked, proceed to step 4.
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  • Select the Content Collaboration (ShareFile) account you want to assign (link) the entitlement to and then click Link Account.

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Important: If no accounts are displayed, verify that you are an administrator for Content Collaboration and that your email address for Citrix Cloud matches your email address for ShareFile. For additional assistance, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”.

  1. Select the account displayed under Available ShareFile accounts that you want to assign the entitlement to.
  2. Select I understand that entitlements assigned to an account cannot be reversed.

Dialog showing acknowledgement selected

  1. Click Assign. The Assign Content Collaboration Entitlements page displays the account assigned to the entitlement.

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  1. Click Manage to continue to the Content Collaboration Admin Overview.

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