Citrix Sharefile

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

How the integration works?

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