Citrix ShareFile : Outlook Plugin to Manage Enterprise File Sharing (Part II)

Logo Citrix ShareFile

ShareFile is a filesharing solution powered by Citrix. A real alternative to Dropbox, Google Drive or OneDrive, the solution can be hosted either in the KissLabs datacenter in Switzerland or directly on premises by integrating perfectly with existing infrastructures.

In this second part dedicated to the Outlook plugin for ShareFile (read back part I dedicated to file download), as promised let’s take a look on the file request. To illustrate this functionality, let’s take the example of a fiduciary requesting documents from a client as part of a tax filing :

KissFile - Citrix ShareFile - Request files via Outlook

As with the download, our fiduciary has the ability to apply customized settings for receiving documents but also, and above all, to determine a pre-defined area within which the client makes the deposit. For this operation, its client does not need to create an additional account or enter credentials. The documents filed will be automatically classified according to the target register…

KissFile - Citrix ShareFile - Request files via Outlook settings

…his client receives a link…

KissFile - Citrix ShareFile - Request files via Outlook

…when he clicks on this link, he can file the requested documents…

KissFile - Citrix ShareFile - Request files via Outlook - Upload

…our fiduciary is then notified that his client has made a deposit and can access the requested documents.

KissFile - Citrix ShareFile - Request files via Outlook notification

What are the benefits of this functionality ? :

  • Simplicity : Fiduciary’s clients have to install to perform on their workstations
  • Financial : No license is required for fiduciary’s clients
  • Time: No more sorting and loss of paper documents, they are scanned and classified automatically according to defined criteria

Need some advice, a demo? please ask us !

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