ShareFile Resource Center

15 minute feature spotlight: ShareFile plugin for Outlook

Avoid email restrictions that hold your business back. Using the ShareFile plug-in for Microsoft Outlook, you will be able to send large files without any problems.

Tips for team collaboration in ShareFile

In this half hour webinar, you'll learn how to share files and folders like a pro, automate common feedback and approval processes and send finalized documents for signature.

15 minute ShareFile Feature Spotlight: Citrix Files for Windows and Mac

Join this webinar if you use the Citrix Files for Windows or Mac tool today, or are looking for ways to increase your productivity with ShareFile.

Top 5 features to keep you secure with ShareFile

In this webinar, review how to enable advanced features such as authentication options using multi-factor authentication, using email encryption, and connecting with a Data Loss Prevention integration.

RightSignature 101

Join this webinar to learn about RightSignature basics including, prepping a document for signature, signing a document, and more! Speaker: Delia Hohenthaner, Customer Success Engineer

Getting Started with Sharefile - July 19th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.

Admin settings and features in ShareFile - July 21st

Ready to deep dive into the admin settings of your account and learn how to use advanced features like the User Management Tool? Join this webinar to learn from our experts how to best configure your account.

RightSignature 201

Join this webinar to learn about advanced RightSignature features including feedback and approvals, templates, admin settings and more! Speaker: Cord Wartman, Customer Success Engineer

Get the most out of Podio to organize, communicate, and get work done

Run your business in the way that makes sense for your team with this flexible platform. From creating online forms with no code required, to organizing your team projects, learn how to best use Podio in this live webinar with our product experts.

ShareFile VDR Webinar - August 17th

Join us for this getting started webinar focused on ShareFile Virtual Data Rooms (aka VDR). From managing M&As to securing IPOs, a complete due diligence solution, ShareFile VDR can do it all. Jordan will teach you how to use ShareFile VDR dynamic watermarking, click trails, and view-only permissions to lock down data. We will also go over how this looks for your clients and their experience in your virtual data room.

Collaborate with your clients using ShareFile and eSignature

Organize, share, collaborate, and work smarter! Learn from ShareFile experts on how to best share and collaborate on files for the best client experience.

What's New and Cool in Sharefile - September 7th

Learn about the new features of ShareFile in this interactive webinar. We'll go over the new Microsoft Teams sharing integration, send for signature from anywhere, co-editing, and more!

Security Analytics for ShareFile

A successful ransomware attack can cripple your business. See how proactive security and automation can detect and prevent ransomware before it strikes. Citrix Analytics for Security starts by using machine-learning algorithms to understand your user’s behavior. It then spots unusual behavior like mass downloading and uploading of files, the signature of a ransomware attack. More than a notification system, this is when Citrix Analytics for Security springs into action. Proactive, automated actions like logging users out, locking accounts, and expiring links to shared documents prevents further damage. Learn more about this service by joining our webinar

Podio 101 - Let's start with the basics

Join us to learn the basics of Podio. If you're just getting started or want to make sure you are using your account correctly, join us to learn how Podio can transform how work is done with versatile forms, powerful data collection, and automated client and document workflows.

Getting Started with Sharefile - September 27th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.

Admin settings and features in ShareFile - September 29th

Ready to deep dive into the admin settings of your account and learn how to use advanced features? Join this webinar to learn from our experts how to best configure your account.

Getting Started with Sharefile - October 11th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.

Podio as a CRM

Podio as a CRM

We often see CRM tools that are incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.