KB2002011601 - How to share files in Citrix Share File (Personal Folders) via web access

Owned by Valdy
Last updated: Apr 16, 2020
3 min read

This knowledge base is created for the users who require to share files to someone in Citrix ShareFile (Personal Folders) via web access.

Instructions

Step-by-step guide:

  • Open Google Chrome or Microsoft Edge browser.

  • At the address bar, type in https://[need_to_change_this].sharefile.com
    Replace [need_to_change_this] with the company domain name. If you do not know this, contact the Information Technology (IT) Administrator to find out more about this.

 

  • At the home page, click the Folders and then Personal Folders at the left navigation.

     

  • At the Personal Folders section, click the + button and select Create Folder option.

  • Under the Create Folder window, enter the name and description. Select the Yes option for Add People to Folder. Leave the Do not use a folder template option as per default for Apply Template. Then click the Create Folder button.

  • At the Add People to Folder window, if you don’t see any people listed in this, click the Create New User button.

  • At the Add People to Folder window, enter the email address, first name, last name and company.
    Tick for Download and Upload options under Folder Permission.
    Untick for Email users when files are uploaded under Folder Alerts.
    Tick for Notify added users.
    Tick for Apply settings to subfolders.
    Click the Add button.

     

The added user will receive an email notification from the Citrix ShareFile. The added user will need to verify the email address, first name, last name and password.

 

  • Back to the Add People to Folder, ensure the added user appearing on the list.
    Click the Add button.

  • At the folder page, review the user name and its permissions (Download, Download Alerts, Upload, Upload Alers, Delete, Admin).

     

  • At the folder page, click the Items in this Folder tab.

     

  • At the folder page, click the + button. Select the Upload option.

  • At the Upload to folder window, drag the files to this middle section.
    Or click the Browse files link to open the file explorer and select the file and then click the Open button.
    Click the Upload button.

     

  • Back to the folder, ensure the uploaded file exists in the list.