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.