Citrix ShareFile allows Joan Cullemore Professional Corporation to create a custom-branded, password-protected space where we can exchange sensitive accounting data with our clients easily and securely.
Whether we need to send large files by email, conduct a secure file transfer or set up a collaboration space for project-related files, ShareFile is the solution for our company.
All of your confidential documents will be sent to you via ShareFile’s 256-bit encryption to ensure the privacy of confidential files .
Login at right (or below on mobile).
Send an e-mail to firstname.lastname@example.org indicating that you would like to send a document, or documents, securely via ShareFile.
Shortly you will receive an e-mail requesting the document(s) to be sent. Follow instructions as shown.
Choose the file(s) you would like to send to Joan Cullemore CA.
When finished, click on “Upload Files”. That is all you need to do.
Open e-mail and click on the attached document.
A drop-down window appears. Click on ‘download document
The next drop-down window allows you to enter your e-mail address and password, then click on “Log in” to open your document.
If you already set up a password previously but have forgotten what it was, click on “Forgot password” under the green log in bar which automatically requests a new WELCOME e-mail from Joan to enable you to create a new one. Rememer the password for this and subsequent ShareFile documents.
If this is your first ShareFile document look for a second e-mail (if you cannot see it, titled WELCOME, below the first e-mail look in your JUNK folder) since it was sent simultanously to the first one with your document. Follow the instructions that are outlined in the WELCOME e-mail to create your own
password which you will need for this and subsequent ShareFile documents.