Citrix ShareFile, love it!
February 10, 2020
Citrix ShareFile, love it!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Citrix ShareFile
The CEO and all contractors are users. Contractors include psychiatric rehab program (PRP) service directors, their PRP supervisor, and myself--the compliance officer (I am also one of two ShareFile administrators for our online account). As an accredited and state-licensed service provider with requirements to keep regular HIPAA-compliant client records and reports, we chose ShareFile because our needs for doing so were best met out of all the electronic medical records SaaS companies that we reviewed. We are a very small company, we currently don't offer psychiatric services, so we pretty much needed an a la carte SaaS that we could customize for record keeping, have robust encryption across other online platforms, and would offer secure authenticated electronic signing capabilities. We don't do our own billing, which was another feature we didn't need.
- Authenticated electronic document signatures--self-signing, and sending out for signatures. This is a robust feature that also allows for additional information to be added to documents being sent for signatures, such as dates, notes, and items omitted but needed.
- Encrypted emails through ShareFile, Citrix apps for Outlook, Gmail, and Mac email systems. Encrypted email messages cannot be cut/pasted, nor forwarded without encryption. If only the attachments need to be encrypted, the email message can be unencrypted. Also, two options for securely opening an encrypted email (one with less credentials, one with more).
- Documents that need to be signed multiple times by one client but on numerous different dates. If this is being signed electronically, it can be a tedious process.
- Because of the encryption level that we need, MS Office documents aren't editable online in ShareFile. However, because ShareFile SaaS can be synced with MS File Explorer, docs can be edited by opening them directly from File Explorer and resaved directly back to ShareFile through File Explorer, instead of needing to download from/upload to ShareFile.
- It's an expensive product. Price depends to a great extent on quantity of bundled user licenses plus bundled signature licenses (those two products sold separately), which isn't unusual for SaaS licenses such as this. We had to carefully weigh if there would be any significant loss of ROI with a minimum licensing purchase for users and signers. We have currently reached a comfort zone with this (user bundle maxed, initial signer bundle maxed).
- It is too early to gauge an extended ROI, as we have been using this product less than 1 year. But because of the initial expense, we have to carefully consider adding additional licensing bundles and signature bundles-- either would be a big expense unless we have a significant increase in client base and therefore have to increase our staff size. We are managing a staffing base which outnumbers our signature bundle by one staff member, by preparing documents for staff with the least amount of clients to sign, rather than purchasing another signing bundle at this time, which would mean a lot of unused signer licenses. The time to prepare and send docs to be signed by this staffer takes no more time than if he were to self-sign his docs.
- Dropbox--I don't believe it has the robust encryption capabilities as does ShareFile package that we use; I think it has electronic signing, but I don't know to what extent that feature is legally authenticated for HIPAA standards.
- Apricot--purpose can be similar, but Apricot is more efforts-to-outcomes SaaS, therefore, would be overkill to use it only for such pinpointed record keeping as we need for this company.
- ETO by Social Solutions, similar to Apricot, even more expansive efforts-to-outcomes SaaS. Too much software for the need.
Do you think ShareFile delivers good value for the price?
Yes
Are you happy with ShareFile's feature set?
Yes
Did ShareFile live up to sales and marketing promises?
Yes
Did implementation of ShareFile go as expected?
Yes
Would you buy ShareFile again?
Yes
ShareFile Feature Ratings
Using Citrix ShareFile
9 -
- CEO
- Therapist
- Psychiatric rehab program staff members
- Psychiatric rehab program specialist/supervisor
- Compliance officer
2 -
- CEO--required by state licensing office and state procurement office to use Citrix ShareFile for submitting required state documentation
- Compliance officer--acts as account administrator, oversees staff documentation requirements as completed and filed in ShareFile; utilizes SaaS functions and is responsible for training staff how to properly use it.
- HIPAA-compliant level of securely storing and transmitting sensitive information.
- Authenticated electronic signature capabilities.
- Finding creative workarounds for staff with challenging laptop/PC problems (Google Chromebooks, MacBooks with O/S issues).
- Making an easy electronic signing solution for the one staffer for whom we don't currently have enough signature licences.
- Expanded confidential file storage beyond state licensing needs.
- Docs needing authenticated electronic signatures beyond state licensing needs.
Using Citrix ShareFile
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Convenient Feel confident using | Slow to learn Lots to learn |
- Sync with Outlook.
- Sync with MS File Explorer.
- Convincing staff not to save sharable files in their "personal" folders (those folders aren't sharable).
Yes - Our staff who use it regularly for signing do so quickly and easily.