- First and foremost, it is simple to use. Within minutes of our purchase of ShareFile, we were up and running with our first user and client.
- Second, there are multiple ways to use and take advantage of ShareFile. There is a plug-in for Microsoft Outlook, a desktop app as well as Sync. All options are easily implemented and simple to navigate.
- Third, When thinking about simplicity and making it as seamless as possible for your end users, you can also set up ShareFile as a Drive Map that allows your users to take advantage of the Windows file system without dealing with synchronization of account content.
- There are so many advantages to this product, however, I feel that the simplicity and functionality are the main advantages. Citrix ShareFile tech support is amazing and they really (if you need help) answer all question extremely fast.
- In my experience with Citrix ShareFile, I have not found any significant CONs to report. Many people may have Drobox and other products...I would say that these products are not an apples-to-apples comparison. There are significantly different pricing structures between products, some of them being a little on the pricey side if you are a small business.
- I have heard of a few people having issues with browser compatibility, however, I have not. We have about 20 users that are using IE11 as well as Edge w/ Windows 10 Pro and we haven't experienced any issues at all.
- The only function/feature I would like to see improved is the audit reporting and logs. You have to go to each folder/individual to obtain the activity log/report and to me that is cumbersome. I would like to see a centralized audit log generation tool that categorizes the users and the folders and provides details needed.
I can't think of any reason where it wouldn't be appropriate to use ShareFile other than it may be cost prohibitive for small businesses. My company found it very affordable when compared to other larger products in the industry. One of the great aspects of ShareFile is that you can add unlimited Clients as you only have to pay for per Employee use.
- Sharing of documents with clients. They can easily access and view documents.
- Requesting documents from clients. My clients find it easy to upload their documents.
- Would like to see the price lower.
- I would also like to see a clearer help section with how to's for easier use in our office.
- Have indefinite storage times on all documents. I have unlimited data storage, so there shouldn't be any drop off dates on documents sent to me or to my clients in the form of requests.
- Saving files in folders for the team in addition to an in-house server
- Sending large files to clients instead of through Outlook
- Having the option to hide certain team members from certain folders
- Option to send just a PDF document via email through ShareFile - is this even possible?
- Option to add "temporary" clients and only pay when you send them a document? Pay as you go kind of thing.
- Set up templates for your folders so every folder has the same structure.
- Work with project management software (such as Podio) to automate some organizational tasks.
- Communicate with outside vendors and share large files with people that shouldn't be emailed due to size or confidentiality.
- There's a bit of a learning curve getting Sharefile templates and user profiles set up, but once you're set up it is very user-friendly.
- We haven't been clear on what "ShareConnect" is and so we haven't been using it.
- The desktop app for Sharefile has less functionality than the browser version, and it caused some confusion initially. Again, we just don't use the desktop app.
- They have a very easy integrated plug in on outlook that makes it very easy to use along with an Outlook account
- It can hold larger files, so there isn't a size issue with sending files
- confidence in who is opening the documents
- It can be hard to disable the plug in on outlook if you don't want to use it.
- Because it's a secured document, the recipient has to log in or create a login which can slow down their work flow
- User interface - setting up log-in is not hard
- Email alerts for tracking purposes
- Download is seemless
- Naming convention (a lot of the files I download just states File.zip which is generic)
- Single log-in function
- Easier drag and drop of file functions
Less Appropriate: Obviously, wet signature folks.
- Easy to share a link via e mail
- Like that it expires so no one can accidentally stumble upon the documents
- Easy to use for our clients
- The link does expire, so sometimes we have to send documents multiple times
- I would like there to be more customizable features when receiving shared documents
- Sometimes clients have difficulty if you are not familiar with the software
- The Outlook plugin for Sharefile is the most useful feature they offer. The ability to automatically convert files that are too big for normal email into Sharefile links is extremely useful.
- Along the lines of the Outlook plugin, but important enough for it's own "bullet point", is the ability to request files from others that may not have a cloud storage or "FTP" site solution yet. We just require a First & Last name, and email, so that we can track who downloads & when, and they don't need to set up any account or remember a password.
- The user interface in the web browser and on the Android/iOS apps are very clean, smooth, and intuitive to use.
- Right now it's lacking some minor customization options that I would expect from this type of product. The banner and URL links that embed in emails could use some extra customization like company logos or other unique features to let the recipient know the links are really us, because we've gotten comments that it looks like a virus link to some people.
- The Dashboard screen has many shortcuts and buttons, but they are all fixed and unchangeable. Some of the features are a little buried in sub-menus, that could easily be pulled out.
If you're already heavily using Google Drive with G Suite, there's no real benefits to switching, as that has a pretty well-rounded feature set at the moment.
- Secure storage of our files while still having them easily accessible is the number one reason we use ShareFile - we can set passwords for access, share links via email and easily transfer information back and forth to our clients without worrying about unauthorized access. It's taken a lot of the worry out of being remote and paperless.
- Being able to quickly access everything is also important and ShareFile makes this easy as well. If you're working at a desktop computer in the office there are several sync tools that you can use to sync the files between the computer and the web app so that you don't even always have to log into a browser to access a file - it's right there on your computer for you and any changes you make or anything you add/delete/move will sync right back up to the web app so everything is always up to date.
- We use the Drive Mapper extensively for syncing our computers and the web app and occasionally it will somehow "lose" the connection and when you open a folder it will be empty. But if you go to the web app the files are there - restarting the drive mapper will bring them back. This is literally the only issue we've had with ShareFile at all so if they could fix this I wouldn't have any Cons at all.
- Automatic Sync of local files to the cloud.
- RightSignature integration is invaluable.
- Price to value ratio is very high.
- There has been some limited downtime.
- More control over user management.
- The RightSignature integration seems more limited now than in past. The process has to originate in RightSignature, where we used to be able to start in Sharefile.
- Sharefile is very good at making [our site] appear as an old fashioned FTP site to our non-technical contractors and customers who just want to be able to download files with no technical knowledge needed. This helps keep down support calls from outside the company.
- Sharefile also has a great Outlook Plugin, which we do not use anymore as we standardized our email platform elsewhere, that allows your internal users the ability of sending any file size up to 2GB. It is seamless and does not require user knowledge.
- For those companies that host files on-premise but want to "cloudify" them and make them available anywhere via a mobile app, Sharefile's enterprise grade capability works well for us. We have several drive letters that all users in the company can see and I can now make those available to anyone whether on or off premise.
- Although their FTP like sharing capabilities are good, the ability to set up a site for many to share, there is a limit on how much granular config you can do on it. I would like to see them expand that to more capability.
- I would like to see them have the capability to save the attachments from the Sharefile plugin sends longer. As it is they expire and one cannot go back a year and see what actual file they sent.
- Their tech support has gone under the umbrella of Citrix's main support line so it takes too long and too much hassle to get to an actual Sharefile support person.
Citrix ShareFile Review: "ShareFile - Effective/Secure document management - in the office and on the go"
- Unlimited storage.
- Easy to use for most of our tasks, the graphics are appeasing.
- Allows us to send documents securely.
- Allows us to send documents with large file sizes much easier.
- Doesn't impact our email storage capacity.
- The phone app works very well! I use it a LOT.
- Isn't very compatible with Microsoft Edge.
- Would like to be able to better track what was sent/received in their system. Or make it easier to determine that.
- Easily transfers large files through email.
- Tracks and notifies about who is downloading the files you have sent out.
- Makes it easy for the recipient of a ShareFile link to download the files being sent.
- Cannot think of anything.
Citrix ShareFile Review: "Cloud file sharing that still works - but still has its head in the clouds."
- Integrates with MS Outlook (Windows) fairly seamlessly
- Web and iOS remote access
- Desktop client that doesn't require full "synch" to desktop like other cloud storage solutions
- Lack of Mac OS mail client integration (Mac Mail or MS Outlook)
- Inconsistent desktop synching
- Lack of ability to add internal company "clients", requires full user license for those even needing read-only file access
- PDF view in iOS can't display documents in single-page format or at full screen with no visible controls. It scrolls through entire document, and has a menu bar constantly present.
- Cost - per user, all of the cloud storage solutions are more than using a full Office 365 w/One Drive solution.
- Customized notifications and alerts, negates the need to reach out directly
- Organization/ease of access of files
- 24/7 access inside our organization and externally for clients/vendors
- Based on my usage of the platform I have not see any areas that need to be improved
- Sharefile helps share large files. Clients can upload files directly to Sharefile that I can access, I can share files with other people with a copy-and-paste link or send to a user directly in the Sharefile interface.
- Sharefile has options for small teams that can grow. The pricing is very fair for the value.
- The smartphone and tablet apps help users to check on files from anywhere, preview files, or send files to clients while on the go.
- The desktop application on Windows is subpar. I usually opt to use the web interface to interact with Sharefile.
- The Sync tool makes it difficult to see which files are on your computer only vs. Sharefile. Occasionally files and folders can accidentally be deleted by a novice user and then customer support has to get involved to fix it.
- Live, collaborative editing from the software could be much better. It uses Office 365 and is not streamlined or simple to use.
- Cloud Storage.
- Integration with multiple operating systems, devices, and programs.
- Sharefile apps are extremely user friendly and provide opportunity for any level tech user to utilize.
- I believe Sharefile could be much more widely used in the financial services industry if it were approved for use by FINRA.
We decided to go paperless. When we made that decision, we knew that we needed a program that was easy to use and we could give access to our clients to their files and we could trust. When we found ShareFile we knew that we found the right program for us.
It is easy to use, we can give our clients access to their file, we added RightSignature so we are able to send documents to our clients for quick signatures. In our business (CPA Firm) time is of the essence and ShareFile makes it so fast and easy.
- Easy to learn, easy to use, even the simplest user can learn it quickly and be up and running within minutes.
- Great security, don't have to wonder if our documents are secure.
- Would be nice if we could send documents for a signature from the desktop vs. having to log into website.
- Upload files with a large memory
- User-friendly upload and download
- Easy to send downloadable links via sharefile
- With cloud enhancements with other software (i.e. Microsoft Office), saving files on sharefile may not be the best option.
- Harder to retrieve deleted files that were shared through a link that has expired.
- Integration with Microsoft Outlook not as easy.
- Many different options on how to share your files.
- It alerts the sender when the files were downloaded by the receiver.
- The Outlook plugin for the PC allows our employees to send files right from their email.
- The Dropbox style functionality requires a password to be generated by the receiver or our client. Unfortunately, it doesn't get used because of it.
- Administration takes a bit to understand.
- Great at managing users and providing direct access to folders you want to share.
- Files are loaded quickly and easily.
- Easy to share individual files with people who do not have accounts.
- It's not always clear what users see on their end. Hard to provide support as they see different screens from what you see.
- Windows integration is a tad confusing and cumbersome.
- Sharing folders and files sometimes does not work the way you think it would. It seems hard to give users the same level of access that you have.
Across the whole organization.
All working and final documents (client and internal) are warehoused there.
It addresses the need to share information and have multiple people access it.
- Great for sending links to documents - prevents including confidential information in email attachments. For example benefits forms to suppliers.
- Easy security role definition and folder taxonomy.
- Regular updates to improve functionality and speed.
- Left-side menu is half-a-step higher (removed) from the main window.
- Persistence of headers - they scroll up as one scrolls down.
- Ability to see thumbnails instead of mere file names and extensions. Especially with photos and graphics - you need to download all to view and select.
Great for sending links to files.
Fast uploads make it easy to work with - on an occasional basis.
Not great for finding things that you are unsure of - you need to know the exact file you want.
Citrix ShareFile Scorecard Summary
Feature Scorecard Summary
About Citrix ShareFile
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