Канал: ShareFile

Getting Started with ShareFile! (Recorded on July 9th, 2024)

Getting Started with ShareFile! (Recorded on July 9th, 2024)

Experience ShareFile at ILTACON 2024!

Experience ShareFile at ILTACON 2024!

What's New in ShareFile!

What's New in ShareFile!

Google OAuth on Podio Workflow Automation

Google OAuth on Podio Workflow Automation

Become a ShareFile Admin and Billing Expert

Become a ShareFile Admin and Billing Expert

ShareFile Stories – Arcform Design Associates

ShareFile Stories – Arcform Design Associates

Increase Speed with Document Automation

Increase Speed with Document Automation

Collect Information Seamlessly with Information Request

Collect Information Seamlessly with Information Request

Decrease Repetitive Tasks with Templates for Projects

Decrease Repetitive Tasks with Templates for Projects

Solutions: Client Portal Experience for U.S. Individual Income Tax Return Solution

Solutions: Client Portal Experience for U.S. Individual Income Tax Return Solution

Solutions: U.S. Individual Income Tax Return

Solutions: U.S. Individual Income Tax Return

ShareFile shows off new accounting workflow tech at AICPA & CIMA ENGAGE ’24

ShareFile shows off new accounting workflow tech at AICPA & CIMA ENGAGE ’24

Webinar: Get the most out of ShareFile: Projects, effortless security, and e-signature

Webinar: Get the most out of ShareFile: Projects, effortless security, and e-signature

Transforming workflows with new ShareFile for accounting features

Transforming workflows with new ShareFile for accounting features

Learning Projects: Accelerate with templates

Learning Projects: Accelerate with templates

Automated Threat Remediation

Automated Threat Remediation

Webinar: Maximize Efficiency with ShareFile Email Plugins and eSignature

Webinar: Maximize Efficiency with ShareFile Email Plugins and eSignature

Learning Projects: Create your first ShareFile project

Learning Projects: Create your first ShareFile project

Experience ShareFile at AICPA & CIMA ENGAGE 24

Experience ShareFile at AICPA & CIMA ENGAGE 24

Getting Started with Podio - April 2024

Getting Started with Podio - April 2024

Effortlessly secure files with AI-powered secure share recommender

Effortlessly secure files with AI-powered secure share recommender

What can ShareFile do for accountants?

What can ShareFile do for accountants?

ShareFile Stories - 1st Step Accounting

ShareFile Stories - 1st Step Accounting

ShareFile Stories - Trademark Threads

ShareFile Stories - Trademark Threads

ShareFile Stories - Marbles Kids Museum

ShareFile Stories - Marbles Kids Museum

ShareFile Stories - Hopscotch

ShareFile Stories - Hopscotch

Webinar: Navigating GDPR Compliance + ShareFile

Webinar: Navigating GDPR Compliance + ShareFile

Overview: ShareFile e-signature

Overview: ShareFile e-signature

Getting Started with Podio

Getting Started with Podio

Improve your client experience with ShareFile

Improve your client experience with ShareFile

Save time and automate processes with ShareFile

Save time and automate processes with ShareFile

Collaborate seamlessly using ShareFile

Collaborate seamlessly using ShareFile

Feel good doing your best work, with ShareFile

Feel good doing your best work, with ShareFile

Getting Started with ShareFile - January Edition!

Getting Started with ShareFile - January Edition!

ShareNext for Partners

ShareNext for Partners

Check out our new help center for ShareFile, RightSignature, and Podio!

Check out our new help center for ShareFile, RightSignature, and Podio!

App Views and Reports

App Views and Reports

Calculations

Calculations

Content collaboration with workflow automation and e-signature

Content collaboration with workflow automation and e-signature

Creating and Managing Related Tasks

Creating and Managing Related Tasks

Creating Apps

Creating Apps

Creating your first Task

Creating your first Task

Home and Workspace Tiles

Home and Workspace Tiles

Importing from Excel

Importing from Excel

Intro to Podio Basics

Intro to Podio Basics

Modifying Apps

Modifying Apps

Podio App Relationships Tutorial

Podio App Relationships Tutorial

Podio Chat

Podio Chat

Podio in 60 seconds

Podio in 60 seconds

Podio Notifications Tutorial

Podio Notifications Tutorial

Podio Workflows

Podio Workflows

Quick Start Guide to Project Management

Quick Start Guide to Project Management

Sales Tutorial and CRM

Sales Tutorial and CRM

Sharing a Single Item

Sharing a Single Item

Simple Webform in 2 Minutes

Simple Webform in 2 Minutes

Structure of Podio

Structure of Podio

Workflow Automation

Workflow Automation

Security Threat Remediation

Security Threat Remediation

Webinar: Get ready for a secure busy season!

Webinar: Get ready for a secure busy season!

Technical Deep Dive and Best Practices for ShareFile Partners!

Technical Deep Dive and Best Practices for ShareFile Partners!

Getting Started with ShareFile! (December Edition)

Getting Started with ShareFile! (December Edition)

Insightful tips to enhance security from a ShareFile Principal PMM Laura Kaminski!

Insightful tips to enhance security from a ShareFile Principal PMM Laura Kaminski!

Three ways client accounts can be created!

Three ways client accounts can be created!

Two types of ShareFile links explained!

Two types of ShareFile links explained!

Webinar - Best practices to stay secure when sharing!

Webinar - Best practices to stay secure when sharing!

How to securely share links to files with ShareFile!

How to securely share links to files with ShareFile!

ShareFile Admin's Toolkit: Setup, Security, and More!

ShareFile Admin's Toolkit: Setup, Security, and More!

Getting Started with ShareFile! (November Edition)

Getting Started with ShareFile! (November Edition)

A new era for ShareFile that's all about you!

A new era for ShareFile that's all about you!

How to login to ShareFile.com

How to login to ShareFile.com

ShareFile Getting Started (October Edition with our new branding!)

ShareFile Getting Started (October Edition with our new branding!)

ShareFile for Accounting Webinar: Head into the busy season with efficiency!

ShareFile for Accounting Webinar: Head into the busy season with efficiency!

Accelerating 1st Step Accounting with ShareFile

Accelerating 1st Step Accounting with ShareFile

Webinar: 5 ShareFile Tips and Shortcuts That Will Make You a File Sharing Ninja and more!

Webinar: 5 ShareFile Tips and Shortcuts That Will Make You a File Sharing Ninja and more!

ShareFile Getting Started with Greg! (September Edition)

ShareFile Getting Started with Greg! (September Edition)

I was sent a file via ShareFile, now what?!

I was sent a file via ShareFile, now what?!

How to upload a file to ShareFile!

How to upload a file to ShareFile!

ShareFile Founder Jesse Lipson & GM Kurt Heusner Discussing ShareFile’s Journey

ShareFile Founder Jesse Lipson & GM Kurt Heusner Discussing ShareFile’s Journey

Building a solution to power great client experiences

Building a solution to power great client experiences

How to Send an Encrypted Email in ShareFile!

How to Send an Encrypted Email in ShareFile!

Security Threat Alerts

Security Threat Alerts

Accelerate Your Agreements: Customize Folder and Project Options with ShareFile!

Accelerate Your Agreements: Customize Folder and Project Options with ShareFile!

How to add client users!

How to add client users!

How to share a file using ShareFile for Google Workspace!

How to share a file using ShareFile for Google Workspace!

How to add an upload link to your email signature!

How to add an upload link to your email signature!

ShareFile Getting Started with Cord!

ShareFile Getting Started with Cord!

Empower Your Team with Tasks: Achieve Seamless Collaboration & Exceed Client Goals!

Empower Your Team with Tasks: Achieve Seamless Collaboration & Exceed Client Goals!

Tasks within Projects: Elevate Collaboration for Exceptional Client Experiences!

Tasks within Projects: Elevate Collaboration for Exceptional Client Experiences!

Streamline your client emails!

Streamline your client emails!

Legal Solution Overview

Legal Solution Overview

How to add employee users!

How to add employee users!

How to share a file using ShareFile email!

How to share a file using ShareFile email!

The Next Generation of ShareFile Co-editing Webinar!

The Next Generation of ShareFile Co-editing Webinar!

Streamline your document-related workflows with ShareFile for Legal

Streamline your document-related workflows with ShareFile for Legal

ShareFile Getting Started Webinar with Ricardo and Greg!

ShareFile Getting Started Webinar with Ricardo and Greg!

How to request a file using ShareFile!

How to request a file using ShareFile!

ShareFile is headed to ILTACON 2023!

ShareFile is headed to ILTACON 2023!

How to Find the Files Your Clients Send You and More!

How to Find the Files Your Clients Send You and More!

ShareFile Getting Started with John Bartel!

ShareFile Getting Started with John Bartel!

Increase efficiency of your workflows with ShareFile

Increase efficiency of your workflows with ShareFile

How to share a file via a link!

How to share a file via a link!

Collect a list of documents more efficiently with ShareFile

Collect a list of documents more efficiently with ShareFile

Make work flow easier and clients feel happier with ShareFile for Legal.

Make work flow easier and clients feel happier with ShareFile for Legal.

ShareFile Getting Started with Bruno and Mary Lou!

ShareFile Getting Started with Bruno and Mary Lou!

What is new in ShareFile for Premium users!

What is new in ShareFile for Premium users!

Meet ShareFile's Engineering Team

Meet ShareFile's Engineering Team

Create Engagements with ShareFile

Create Engagements with ShareFile

What's new in ShareFile for Accounting!

What's new in ShareFile for Accounting!

ShareFile for Accounting debuts at AICPA & CIMA ENGAGE 2023!

ShareFile for Accounting debuts at AICPA & CIMA ENGAGE 2023!

ShareFile Getting Started with Cord and Ricardo!

ShareFile Getting Started with Cord and Ricardo!

Improve your Client Experience with ShareFile for Accounting

Improve your Client Experience with ShareFile for Accounting

Quarterly Leadership Update: ShareFile for Accounting

Quarterly Leadership Update: ShareFile for Accounting

ShareFile Stories - Strategic Treasurer

ShareFile Stories - Strategic Treasurer

Become proficient at user and file management with a dash of collaboration!

Become proficient at user and file management with a dash of collaboration!

Podio for Solar: Everything Under the Sun from Presales to Installation

Podio for Solar: Everything Under the Sun from Presales to Installation

ShareFile Getting Started with Mary Lou!

ShareFile Getting Started with Mary Lou!

Deliver a Modern Client Experience with ShareFile

Deliver a Modern Client Experience with ShareFile

Beyond the Basics Webinar!

Beyond the Basics Webinar!

Accelerate and Optimize Client Onboarding with ShareFile

Accelerate and Optimize Client Onboarding with ShareFile

Webinar: ShareFile and the Modern Security Landscape!

Webinar: ShareFile and the Modern Security Landscape!

Webinar: What's new with Podio!

Webinar: What's new with Podio!

Get multiple documents digitally signed in seconds with RightSignature

Get multiple documents digitally signed in seconds with RightSignature

Get anything signed, in seconds with ShareFile with e-Signatures

Get anything signed, in seconds with ShareFile with e-Signatures

The fast, easy way to get any document signed

The fast, easy way to get any document signed

Work the way you want with Citrix ShareFile

Work the way you want with Citrix ShareFile

Getting Started with ShareFile - Best of Fundamentals!

Getting Started with ShareFile - Best of Fundamentals!

ShareFile Webinar: Edit Company Branding!

ShareFile Webinar: Edit Company Branding!

ShareFile Webinar: Get Started and Learn the Fundamentals!

ShareFile Webinar: Get Started and Learn the Fundamentals!

RightSignature Experts Webinar: Templates and Beyond!

RightSignature Experts Webinar: Templates and Beyond!

Get to know our team: ShareFile Customer Success Engineering

Get to know our team: ShareFile Customer Success Engineering

ShareFile Webinar: Getting Started with Ricardo and Cord!

ShareFile Webinar: Getting Started with Ricardo and Cord!

Podio Experts: How to automate your client intake process and more!

Podio Experts: How to automate your client intake process and more!

ShareFile Experts Webinar: Are Your Emails Secure?

ShareFile Experts Webinar: Are Your Emails Secure?

Webinar: ShareFile Getting Started - New Share Flow!

Webinar: ShareFile Getting Started - New Share Flow!

Webinar: Podio Experts - What Counts in Accounting!

Webinar: Podio Experts - What Counts in Accounting!

Webinar: RightSignature Getting Started

Webinar: RightSignature Getting Started

Webinar: ShareFile Accounting Experts

Webinar: ShareFile Accounting Experts

What we’re focused on this year – a look behind the scenes at ShareFile

What we’re focused on this year – a look behind the scenes at ShareFile

We've updated the way you share files in ShareFile - Check it out!

We've updated the way you share files in ShareFile - Check it out!

At ShareFile, one quality that unites us is grit.

At ShareFile, one quality that unites us is grit.

Access large files from anywhere with ShareFile

Access large files from anywhere with ShareFile

Webinar: ShareFile Experts - Collaborating with Microsoft and ShareFile

Webinar: ShareFile Experts - Collaborating with Microsoft and ShareFile

Getting Started with RightSignature!

Getting Started with RightSignature!

ShareFile Experts: 3 best ways to collaborate with your clients!

ShareFile Experts: 3 best ways to collaborate with your clients!

Webinar: Getting Started with ShareFile

Webinar: Getting Started with ShareFile

Get ready for tax season with ShareFile

Get ready for tax season with ShareFile

Webinar: Podio as a CRM

Webinar: Podio as a CRM

Learn how to safeguard your data and empower your users to collaborate securely.

Learn how to safeguard your data and empower your users to collaborate securely.

Webinar: ShareFile Experts - Tools and Desktop Apps

Webinar: ShareFile Experts - Tools and Desktop Apps

Webinar: Getting Started with RightSignature

Webinar: Getting Started with RightSignature

RightSignature Basics - Enable RightSignature licenses, sign yourself, and submit a support ticket

RightSignature Basics - Enable RightSignature licenses, sign yourself, and submit a support ticket

ShareFile for Accounting Powers Successful Client Relationships

ShareFile for Accounting Powers Successful Client Relationships

ShareFile leadership on why this is an exciting time for YOU!

ShareFile leadership on why this is an exciting time for YOU!

Collaborate with anyone, anywhere, with ShareFile.

Collaborate with anyone, anywhere, with ShareFile.

Webinar: Podio 201 - Workflow Automation

Webinar: Podio 201 - Workflow Automation

Webinar: RightSignature Experts - Packager and Bulk Send

Webinar: RightSignature Experts - Packager and Bulk Send

Getting Started with RightSignature

Getting Started with RightSignature

Webinar: Podio 101 - Let's start with the basics

Webinar: Podio 101 - Let's start with the basics

ShareFile User Management Tool (UMT)

ShareFile User Management Tool (UMT)

Webinar: How can Podio automate your workflows

Webinar: How can Podio automate your workflows

Webinar: RightSignature Experts

Webinar: RightSignature Experts

RightSignature: Send a document for e-signature

RightSignature: Send a document for e-signature

RightSignature: Send a document for signature with a template

RightSignature: Send a document for signature with a template

RightSignature: admin settings

RightSignature: admin settings

How to Create a Folder!

How to Create a Folder!

ShareFile: Getting Started with e-signatures

ShareFile: Getting Started with e-signatures

Sharefile: an easier way to share and control data

Sharefile: an easier way to share and control data

ShareFile: How to Edit Your Account's Appearance & Branding

ShareFile: How to Edit Your Account's Appearance & Branding

ShareFile: How to Add Users to Groups

ShareFile: How to Add Users to Groups

ShareFile: How to use Citrix Files for Outlook

ShareFile: How to use Citrix Files for Outlook

Introducing ShareFile

Introducing ShareFile