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Three ShareFile tools to help you organize your workflow

Written by on April 24, 2014 in Product - No comments

The most critical part of any successful workflow is organization. You have to know where your files are and be able to send them at a moment’s notice. Fortunately, Citrix ShareFile has several features that are great for keeping your workflow organized.

ShareFile Desktop Widget

The widget lets you send, upload and download files without using a web browser. It also has a great drag-and-drop interface, so it’s incredibly easy to move your files over with just a click. While the web-based application requires logging in and clicking around to the file, the widget keeps the process simple and fast.

File drop

Attachments are a quick way to reach your email’s inbox size max, especially if you’re sending or receiving large items, such as video or design files. Avoid this hassle by using file drop, which generates a static URL that allows visitors to upload files to specific users in their company’s ShareFile account. With file drop, the file gets to the right person’s file box instead of taking up space in email.

File versioning

File versioning lets you view the different versions of a file that have been uploaded with the same name. If someone uploads a newer version of a file already in your account, it will be saved as the latest version. But, you still have the option to view the earlier versions. That way if several people are working on a document, you don’t have to worry about losing changes between the updates.

What tools do you use to manage your workflow? To read more about these features, check out the ShareFile Features page in our knowledge base.

About the Author

Kelly Herron is an associate marketing specialist at Citrix ShareFile. Her job includes creating ads, managing display advertising campaigns and having way too much fun in Microsoft Excel. She is also a member of ShareFile’s community service organization, SHARE.