Citrix Sharefile

Citrix Sharefile lets you use any device to securely access your files, share data and create time-saving workflows.

How does the integration work?

This integration will automatically send all documents uploaded using PreciseFP to a designated folder in your Sharefile account. You are also able to manually export all documents from a client or prospect account. All documents are neatly organized in folders with the client’s name and/or engagement date.

Read more in our knowledge base

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