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Our Partners

Citrix ShareFile partners with companies to expand cloud-based opportunities and provide a comprehensive solution to customers. Customers benefit from value-added features that address needs across a variety of industries.

Advisor Websites


Advisor Websites is an industry leader providing thousands of advisors with compliant, effective websites. Our award-winning technology and exceptional, unlimited support have helped ... Read more make us a go-to marketing and technology resource for the financial planning community.

Advisor Websites and ShareFile have teamed up to provide advisors with the ability to access and share private documents with clients through their websites. With a discounted monthly subscription, advisors can use the most secure file sharing and storing service on the web, right from their own websites.



BidPlanroom is an easy-to-use web application that streamlines the construction bidding process for general contractors and subcontractors and gives general contractors unparalleled control over their projects. ... Read more

BidPlanroom’s bid management system helps organize documents, bidders and projects. Send company-branded invitations for bids and track the status and responses to bid invitations. Choose to list your projects as public or private and easily upload plans into your personalized planroom.

ShareFile partners with BidPlanroom to provide access to files directly from customer planrooms for quick viewing, uploading, downloading and versioning of documents. This powerful, integrated user experience dramatically improves how general contractors and subcontractors communicate.



Collaaj is a must-have productivity tool in every business user's toolkit. It brings videos into everyday enterprise workflows, enabling video email, video FAQs, sales whiteboards and even ... Read more video medical records.

Sales teams can add voice and annotations to their PPTs, as well as execute on whiteboard selling, straight from their iPads. Support and helpdesk teams can make video FAQs and video knowledge base articles to drastically reduce trouble-ticket volume. Radiologists can annotate over X-Ray images to create video medical records. Marketing teams can create quick video email campaigns without a videographer to significantly improve email click rates. All resulting in significantly enriched communication.

With Collaaj for iPad, users can access documents or presentations from their Citrix Sharefile account, add voice and annotations, slap on animated titles and credits, and create good looking videos, really quickly. Collaaj videos can either be stored locally or uploaded to collaaj.com for anytime, anywhere access. Videos can be shared using secure URLs.


www.docauto.com Read the fact sheet

WorkSite Organizer for ShareFile was created by DocAuto to incorporate the unique properties of WorkSite and ... Read more ShareFile to provide an integrated system for sending, receiving and storing files securely.

As an add-in to iManage DeskSite or FileSite, you can quickly exchange iManage documents with ShareFile. Browse, upload and send WorkSite documents to ShareFile in any document view from DeskSite, FileSite or iManage integration dialogs. Then, easily send links to ShareFile files or folders directly through Microsoft Outlook, or simply copy links from ShareFile to send from another email provider.

This application bridges the functionality between iManage WorkSite and ShareFile to provide WorkSite users with quick and easy ways to exchange iManage documents with the ShareFile system. With WorkSite Organizer for ShareFile, users can send, receive, and store documents from ShareFile directly into WorkSite, and utilize ShareFile’s security features to monitor and manage documents sent with ShareFile.



FotoIN is a mobile solution for capturing photo documentation and automated filing to customers' ShareFile account. ... Read more

Field workers use FotoIN mobile app to Snap, Tag and Annotate photos, automatically capture GPS, date, time, device, address, project info, and FotoIN embeds it all into the photos as metadata for easy filing, searching and photo documentation management. FotoIN solution can also be configured to fit customers' specific needs and workflows, including custom branding, reports and tags, folder hierarchy.



Primadesk is your personal cloud management system. We help you find, organize, share and protect your online content from one location. Search for content across devices with a single ... Read more search and protect content with our automatic backup feature. Primadesk is compatible with PC, Mac, Android and iOs devices.

+ Fully indexed search across personal online content—email, photos and documents are supported—in a single operation.

+ Copy photos and documents between Web providers, or between the Web and your device.

+ Email photos to anyone from any online account, right from your Android device.

+ View all recent content—emails, photos and documents—in one location.

+ Edit online content using the locally installed applications on your device.

Primadesk partners with Citrix ShareFile to provide integration of ShareFile with all the other cloud content providers. The integration allows you to move data from other content providers into ShareFile.



Redtail delivers web-based Client Relationship Management (CRM) solutions for the financial professional. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy ... Read more and delivers a rapid return on investment.

Redtail CRM’s integration with Citrix ShareFile allows advisors to link client’s ShareFile folders to a ShareFile Documents area within contact records in the CRM. After linking a ShareFile folder to a contact record within Redtail CRM, any files within those linked folders from within the CRM can be opened.

If your office has embraced a paperless environment, then you already understand the tangible benefits of having done so, in terms of cost, time and compliance. But, what are the benefits to tying your electronic documents to your CRM? Accessing client files from within your CRM eliminates the time required to switch back and forth between applications to access data on the same client.

By establishing this access to business-critical paperwork within your CRM, you allow yourself greater flexibility within your office with access to your actual ShareFile account. While you can apply permissioning to folders within your ShareFile account, if there are employees to whom you only want to grant read access, you can grant this to them through Redtail CRM without providing them access to your ShareFile account. Also, since Redtail CRM also offers permissioning functionality, if there are certain clients that you don’t want all employees to have access to, further permissioning can be set up within Redtail. This means that you could set up employees who have read-only access to client paperwork within Redtail CRM, and also determine which clients they have access to, so not all files would necessarily be available to them.

Implementing this integration in your office thus gives you further efficiencies within your office while at the same time giving you a great deal of flexibility in terms of file access.



Results is an award-winning Customer Relationship Management (CRM) system that goes beyond typical CRM to deliver a comprehensive enterprise-level business management ... Read more solution at an affordable small business price.

Results delivers a complete and flexible approach to business information management and business process automation with a focus on relationship management, sales and marketing, service delivery, scheduling, customer service, project management, resource management, timesheets, time-billing, renewal-billing, invoicing, order tracking, payment history, and inventory control.

When Results integrates with ShareFile, files can be added or accessed within Results, allowing you to view all account information within one application. Results users can access ShareFile documents from within Results so that information relevant to contacts can be seen within one application. Results users can send, receive, sync and store files without leaving the application.



The ShareFile Plugin for Fujitsu ScanSnap allows Fujitsu ScanSnap users to quickly save scanned documents directly to ShareFile, without having to save a copy of the document to the local computer. This feature is compatible with both Fujitsu ScanSnap Desktop and Mobile scanners. ... Read more ShareFile’s seamless integration with Fujitsu ScanSnap series scanners provides the most streamlined and secure workflow available for digitizing, storing and sharing documents. For current users of ScanSnap scanners, they now have enterprise-grade security and collaborative workflow at their fingertips.



Citrix Sharefile partners with TeleSign to provide Sharefile users enhanced security on their accounts. ... Read more TeleSign's SMS & Voice authentication adds an extra layer of protection to ensure sensitive user information isn't exposed.

Every second, of every day, TeleSign protects the world's largest Internet, mobile app, and cloud properties by establishing and verifying Mobile Identity. TeleSign's Mobile Identity platform gives digital businesses the ability to connect a unique identity with every account to verify new registrations and authenticate existing users. TeleSign created Mobile Identity to help businesses preserve their ecosystem by detecting a suspicious user before account creation, and to better protect their existing user base from account compromise.


www.basepin.com Read the case study

Basepin CONNECT is a revolutionary collaboration tool for the construction and real estate industries that ... Read more connects project members to each other for true real-time collaboration and project success—from anywhere via any device.

Basepin CONNECT partners with Citrix ShareFile and Citrix GoToMeeting to provide project team members the three essential technologies required for an Integrated Project Delivery (IPD) system; project workflow management, project document management and a virtual project collaboration meeting system. IPD reduces waste and maximizes efficiency throughout all phases of the project from design to closeout. Basepin CONNECT eliminates multiple logins, email attachments, zip files, FTP sites and manual data distribution. Users connect through a single point of access to interact with other project stakeholders where they can track issues, create submittals and manage BIM models, drawings and documents. The ability to perform project inspections in real-time, from the job site, the back office, home office or on the go, makes project tasks easier for all team members.

Cloud Prime


CloudPrime provides secure and easy-to-manage solutions for building healthcare application interfaces to facilitate the HIPAA/HITECH compliant exchange of Protected Health Information ... Read more (PHI).

ShareFile and CloudPrime come together to help simplify and streamline workflow for healthcare providers. CloudPrime's HIPAA compliant solution eases the interface to traditional EHR systems and then transmits data retrieved from these systems, in encrypted state, into a ShareFile repository.



Contractors4you provides efficiency in the connection process between contractors and their customers allowing for an increase in project completion rates and successive growth for the construction industry. ... Read more The expanding use of advanced technologies by contractors in the field makes partnering with Citrix ShareFile a sound step toward improving supply chain logistics and productivity.



EuroSmartz was the first company to bring the functionality of printing photos, contacts, web pages and more to the iPhone when it released its “Print” app in December 2008. Since then ... Read more , EuroSmartz has become the number one provider of business apps for the iPad, iPhone and Android devices—achieving three million paid downloads of its paid applications to date.

EuroSmartz’ app "Print n Share" was selected by Apple to be featured in the "Office" iPhone TV commercial which aired globally in 2009. In 2010 EuroSmartz’ other leading app "PrintCentral" was featured as "App of the Week" in the UK and European iTunes App Stores. EuroSmartz’ apps stand out in the market for their comprehensive, multi-function capabilities. A EuroSmartz app is purchased every 51 seconds.

The full range of EuroSmartz apps have built-in integration with Citrix ShareFile. This tight integration enables customers to seamlessly store and download files of all types directly from ShareFile to use within the app. A number of EuroSmartz apps allow customers to print, edit and email files and attachments directly from the ShareFile cloud without having to download them first. This means increased security as the documents remain in the ShareFile cloud, and are not resident on the device should it be lost or stolen.



Kloudless is a free web service that automatically moves any email attachment received in Gmail into a cloud storage solution. ... Read more

Kloudless makes it easy to move attachments directly to cloud storage and send files as links without leaving your Gmail inbox.

ShareFile integrates with Kloudless to allow customers to use their preferred email tool to send files. Now, ShareFile customers can download Kloudless for free and use it to send secure links to ShareFile documents via Gmail.



ShareFile integration is now offered with two Readdle’s flagship products. They are quite different in nature, however they both address the question of mobile document management. ... Read more The first tool is PDF Expert—an application for individual usage that millions of people are using to edit PDFs, fill in PDF forms, annotate documents and sign contracts on the iPad.

The other product is PDF Expert Enterprise—a complete mobile document management system for businesses. PDF Expert Enterprise allows companies to bring iPads into their document workflow with scalability, security and manageability.

While files are stored at ShareFile, all the content becomes available on the iPads with the help of Readdle’s products, making it available anytime anywhere.

Both PDF Expert and PDF Expert Enterprise make everyday business processes of working with documents simpler. Readdle’s customers benefit greatly from integration with ShareFile, which provides an invaluable component of document storage.


www.remarkhq.com Read the fact sheet

Remark enables ShareFile customers to stream and collaborate on videos within their browsers without having to download and open them in a media player.


www.rightsignature.com Read the fact sheet

RightSignature is the simplest, most effective way to get your documents signed. Industry-leading technology ... Read more comprised of world-class cloud infrastructure and a comprehensive set of highly refined features provides an elegant, intuitive user interface for both document senders and signers.

ShareFile partners with RightSignature to offer a seamless file-sharing and e-signature solution for clients. Store files securely and choose which files to send for signature directly from your ShareFile account. You will improve your competitive edge by saving time, eliminating incomplete forms, and reducing the cost of postage, paper and fax. Users can access and sign documents from anywhere using your mobile device or tablet.



StratusVue is the leading provider of document management and workflow solutions for the commercial construction environment. ... Read more The StratusVue System improves collaboration, consistency, and control for all project stakeholders by providing one easily-accessible location where all key contract documents are created, shared, edited, and routed for approval.

The StratusVue System is an integrated, cloud-based platform consisting of three modules that cover the entire project lifecycle – from bidding, through construction, and into building operations. BidVue streamlines the bid solicitation and vendor management process, PlansandSpecs improves the efficiency and tracking of shared document workflows (e.g. RFIs, submittals, change orders), and BIMfx radically shortens and simplifies the collection and turnover of asset documentation to building owners upon completion. Together with our full-service, experienced team for customer training and support, StratusVue technology empowers project teams to be more productive and organized than ever before.

StratusVue and ShareFile have integrated technologies to provide end users with the best of both worlds: the convenience of file sharing with the powerful functionality of document workflow. Files located in ShareFile can be accessed from StratusVue projects, and documents created by StratusVue workflows can similarly be distributed through ShareFile in a safe, secure manner.



Trumpet, Inc. is a leading software and consulting firm with expertise in workflow, technology and software integration for financial advisory and legal firms. Trumpet is the creator of popular ... Read more software applications including Symphony Suite, Assemblage, Virtuoso, Trumpet Publisher and other productivity applications for professional service firms.

Trumpet Publisher for ShareFile makes publishing individual documents to each client’s ShareFile folders a snap. Users can publish hundreds of reports in seconds, eliminate manual steps and significantly reduce staff errors.

Sharing files with Trumpet Publisher is fast and easy.

1. Select the list of files you wish to share.

2. Drag and drop the documents to Trumpet Publisher and "publish" to ShareFile.

3. Publish to client folders or subfolders.

Automate your publishing process today. For more information or to obtain pricing, visit: http://trumpetinc.com/software-toolkit.jsp.