1. To send a document for signature from ShareFile, right-click on the document and select Send for Signature.
2. You will be redirected to your RightSignature account. The document will upload to RightSignature. Add additional documents to send for signature if necessary.
3. When done, click Prepare Document.
4. Enter the signers’ name and email address.
|Note: Email addresses for each signer needs to be unique.|
|Note: If you add multiple signers to a single document, you can designate signers to their own Request Field. After placing a Request Field in the document, double-click the field to open up additional options. Use the drop-down menu to assign the appropriate signer to complete the field. Read more about available fields and annotations here.|
5. When finished, click Next: Place Fields.
6. On the next screen, you will create the request and annotation fields for the document signers.
7. When finished, click Next: Review.
8. Finally, add or edit a customized name and message, add CC’s, and add an optional document passcode.
9. Click Send or Save Document when done.
10. Once completed, the signed document will upload to the ShareFile folder it was sent from (with “-signed” added to the file name).
Numerous factors outside of ShareFile’s control could potentially impact your overall download or upload speed.
Size – Large files take longer to download/upload than small files. Many small files can take longer to download than one large file. Deep folder structures take longer to download/upload than simpler folder structures
- Your download or upload speed may vary depending on the quality of your connection, the presence of other users on your network such as in a shared or office environment, and various other factors related to your ISP. If your download or upload speeds are not satisfactory, please check your connection and consult your ISP.
- If you are a customer located in the United States and would like to know more about national broadband availability and advertised vs actual average speeds, click here to view a 2015 study conducted by the Federal Communications Commission.
- In the event that ShareFile is experiencing a significant issue with storage servers or infrastructure that is impacting customer downloads or uploads, real-time updates will be posted at https://status.sharefile.com/. You can subscribe to be alerted about future occurrences by phone or email.
- Under normal circumstances, the farther your data has to travel, the longer it will take to download/upload. ShareFile servers are located in multiple locations around the world. If your account’s files are stored primarily on the eastern coast of the US, for example, then upload or download speeds from China or Australia may be impacted by geographic proximity.
- If you believe you are communicating with servers that are geographically distant to your working location, please reach out to ShareFile customer support about updating your primary storage server.
When viewing a folder, there are multiple ways to upload a file. You can:
- Drag your files right into the web browser
- Access the blue circular Action Button and choose Upload.
No Upload Button?
You can only upload files to folders to which you have Upload Permissions. If you do not see the Create Folder or Create Shared Folder options, or do not have the blue action button at all, contact your Workspace administrator to obtain Upload permissions.
- You cannot upload more than 10,000 items into an individual folder.
- While you can upload files up to 10GB or 100GB, depending on plan level, any upload that takes longer than 18 hours to complete will fail.
What file formats can I upload?
Any file type may be uploaded to Citrix Files WebApp.
NOTE: Not all file types may be previewed.
What is the maximum file size I can upload?
Workspace supports the upload and download of files up to 10GB or 100GB in size, depending on plan level. If your upload process cannot be completed within 18 hours, Workspace recommends breaking your upload into smaller segments.
ShareFile should be listed as a Cloud Storage option within Microsoft Teams, under the Files tab.
Files > Add Cloud Storage > ShareFile > Sign into ShareFile (enter your credentials)
Once signed in, you can access ShareFile files right from your Teams account.
|ShareFile missing from the Cloud Storage list?
Note: On-Prem Accounts + Requirements
Customers using Citrix storage zones controller to store files in an on-prem environment will need to have set up the following in order to access files via Microsoft Teams.
- Configure storage zones controller 5.1 or later
- Set up on-prem Office Online server and link it to the on-prem zone. Utilize the following article for this: https://docs.citrix.com/en-us/storage-zones-controller/5-0/install/configure-storagezones-controller-for-web-app-previews-thumbnails.html
- Set the on-prem zone as the default zone for the account (this can be completed in the intranet). Note that due to product limitations, setting the on-prem zone as default will make folders in other zones inaccessible from Microsoft Teams.
When a ShareFile user sends you a Share a File link with the “Require User to Login” option checked, you will be asked to create a ShareFile account in order to access the link you have received. If the ShareFile user sent you a file request via the ShareFile Email System, you will receive an email with a link, as shown below.
- Click the link to activate your account.
- Before you can upload files, you must set a password for your account. For security reasons, please do not close the browser window or navigate away from this page until you have configured your password. If the ShareFile user does not permit users to set their own passwords, your password will be displayed here.
- Once you have set your password and clicked Save, you can upload files.
Don’t worry. Simply return to the original email message and click on the link again. Instead of a password configuration page, you will be sent a new email message. Check your Inbox for a new email message containing an activation code. This code must be entered in the field shown above within one hour.
- The first time you click the link in your message, you will be taken to the password configuration page shown further up in this section.
- If you clicked the link but then didn’t finish setting your password information, an activation code will be generated every time you click the link in the original email message.
- In order to verify your account, you must use the most recent activation code in your Inbox.
Transfer Type – Data + Permissions Mapped to Personal Folders :
- Select a directory to transfer: Use the browse button to select the source folder that you wish to migrate to ShareFile
- Configure folder permission options:
- Folder ownership only – Migrates only the folder ownership. Files and Folder would be migrated to the user’s Personal Folder who own the folders being migrated
- Folder ownership and access permissions – Migrates folder ownership along with the permissions. Files and Folder would be migrated to the user’s Personal Folder who owns the folders being migrated. Users that have permission to this folder would see the folder in Shared Folders.
- Create folders for users who haven’t logged in yet – If there are users whose account is created in ShareFile, but they have not logged in yet to create their Personal Folder, data cannot be migrated without this setting. Enabling this option will activate the account and migrate the data. Once the migration is complete, a password reset email will be sent to the user.
- Configure transfer options:
- Schedule transfer – Allows you to schedule the migration in a specific time frame.
- Create root folder for migration content named- Allows you to select the folder to which data+permission needs to be migrated. Unchecking the option would migrate the data to root of Personal Folders.
- Don’t upload files with more recent modified time on ShareFile – Enabling this option would not upload files when most recent file is present in destination folder selected in ShareFile.
After all the configurations are done, click on Continue button.
User would be prompted with Connect to Active Directory
User who has launched this application – If the current user logged in on the machine running the tool is domain user, then tool would automatically take those credentials to connect to that domain AD
Any other user – If user wants to connect to some other domain.
Note: It is recommended to run the tool on a machine which is connected to the domain from which the user’s details are being fetched for ownership and permissions migration.
Once all option are selected and clicked on Continue button, you will be provided with Pre Migration view
- Migration type – Specifies the type of transfer selected by the Admin
- Source – Specifies the location from where the data is being migrated
- Total number of files – Count of files being migrated
- Total Size – Total size being migrated
- Expected Time – Approx. time that would be taken for the migration
- File Types Excluded – Displays list of file types excluded. “Exclude” link provided to exclude any files from migration.
- Items Unable to Transfer – Displayed files/folders which are inaccessible and would not be migrated. If there are any files /folders which are inaccessible then link to Review the same would be provided.
Review missing accounts and groups – If there are any accounts or groups not present in ShareFile , then user would be provided with “review missing accounts and groups” link. Clicking on same would provide view to provide alternate account or group details.
If there are no accounts present in SF, file/folders would not be migrated. In order to avoid this, the Admin can edit the fields and proceed with migration.
Note: Group permissions would be done only if groups in SF are created using UMT. If groups are manually created in ShareFile, then permissions would not be migrated.
Permission migration files would be present in “USERNAMEAppDataRoamingCitrixShareFileMigration ToolPermission Data” folder.
If there are no conflicts then user would be provided with below view.
Click on Transfer Files to start the Migration.