Accounting

Citrix ShareFile SmartStart Service

Accelerate your Citrix ShareFile deployment with 1 hour of expert-guided product training for $99

We can help your team get the most out of your new Citrix ShareFile account with:

  • Sessions tailored to your specific business needs.
  • Expert instruction from a designated Cloud Success Associate
  • Dedicated one-hour training sessions.

Why choose this service:
It’s a simple way to train your users on the Citrix ShareFile workflow that’s customized to meet their needs. Plus, it helps guarantee that everyone is ready to make the most of their account—and your investment—on day one.

What to expect during a session:

  • See firsthand how Citrix ShareFile delivers everything you need to get work done the way you want. Plus, learn about additional features to help you stay productive on any device.
  • Get in-depth training for users on how to get started, such as logging in setting up employee users, sharing files securely, and creating and sharing folders.
  • Experience the leading ways Citrix ShareFile can help you streamline your workday with customized workflows and more.
How to prepare:
  • Locate your unique Citrix ShareFile URL and sign in.
  • Install the Citrix ShareFile applications you want to use by signing in to your account and selecting Apps at the top right of the web page.
  • Tell us how you’d like to use Citrix ShareFile to streamline your existing workflow.
  • Make list of any questions you’d like to ask us.

Features

In Scope:

  • 1 hour of guided training
  • Training on Citrix ShareFile features, including:
    • Drive Mapper
    • Sync
    • Document co-editing
    • Email plug-ins
    • Feedback and Approvals
    • Desktop Widget
    • Archiving
    • Folder Templates
    • E-signatures (if included in plan)
    • Remote Access (if included in plan)
  • Review basic account branding, like colors and logos
  • Review user management, including groups and folder permissions
  • Review administrator settings to meet best practices

Out of Scope:

  • Configure or implement Citrix ShareFile features
  • Migrate data from other sources
  • Implement multi-factor authentication or active directory
  • Install and edit mobile apps
  • Implement user management tool
  • Configure advanced device security settings
  • Train on Virtual Data Room solution (VDR)
  • Review third-party integrations

For more advanced training and configuration services, check out these supplemental services:

Speak to a Citrix Sales Rep Today at 800-441-3452, Ext. 1.

Signup for ShareFile Now.

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