1. You can access your ShareFile account from your browser at https://procirrus.sharefile.com/. You may log into to either side but non-account holders (i.e. recipients of your files) must log into the right hand side.
   
2. The User Login button will take you to the ProZone mobile authentication screen. It looks similar the the ProZone, but will complete your ShareFile login process.
   
3. SharePoint webpage highlighted areas...
   
   1. Create Folder allows you to create new folders with unique access permissions.
   2. Upload Files allows you to upload files. Note that you should be in the destination folder when you upload. Uploading from the main page will place the file in the My Files & Folders folder.
   3. Request Files allows you to send a secure request to another person who can send you a file - like a client.
   4. More Actions bar has options for downloading, sending or More actions like editing, moving, copying or deleting folders and files.
   5. Inbox will show if you have inbound messages or files, like thoses you've requested.

1. To start uploading files, first create a new folder by clicking Create Folder.
   
2. The Create Folder dialog is fairly straight forward.
   
   1. Enter the name of your new folder.
   2. Select how you want to add users (this allows others to access this folder)
   3. Click the Create Folder button.
3. After you click the "Create Folder" button, ShareFile will prompt you to add users (if you've selected to add users).
   
   1. Enter the contact information of your user.
   2. Click if you wish for the user to get an email alert that they have been added.
   3. Assign the appropriate permissions. You may match another user OR create custom permissions for the user. IMPORTANT: Be very careful as to how you set permissions on your folders and files!

1. To upload a file, open the desitination folder (in this example "Example Folder" and click on the Upload Files. button
   
2. In the upload window, click the Browse button OR the add mulitple files link to add files to this folder. Then, add a title and any notes you wish associated to the upload and click the Add Files button.
   
3. To send the uploaded document to a recipient, select the document then click the Send option
   
4. This will open the send dialog form from which you can send the document.
   
   1. You may select to send an email from ShareFile OR copy and paste the link into an email.
   2. Complete the To:, Subject:, and your Message: sections.
   3. If you want to add a level of security, you may Require recipients to log in. This will prompt the system to make the users create an a free account to access the documents you send.
   4. Set the download availablity settings which can limit how long and how often the document is available.
   5. You can check out the email by clicking the Preview Email button before sending.
5. To request a file, expand the More Options menu on left side of the home page and click Request Files.
   
6. This will open the request dialog form from which you can request the document.
   
   1. You may select to send the request from ShareFile OR copy and paste the link into an email.
   2. Complete the To:, Subject:, and your Message: sections.
   3. If you want to add a level of security, you may Require recipients to log in. This will prompt the system to make the users create an a free account.
   4. Set the upload access availablity settings which can limit how long the user has to upload the request.
   5. You can check out the email by clicking the Preview Email button before sending.
   6. Click the Request Files button to initiate the request.

ShareFile has multiple add-ins including once for Office and Outlook. These addins should already be available to you in your ProZone applications. Local Office users may need to download and install the add-ins from Citrix. To find the available applications, select the Apps page from your ShareFile website. NOTE: These downloads ONLY apply to out-of-session users, you will not be able to install these applications in-session.

Outlook will prompt you to set up your ShareFile account upon first launch AFTER the add-in is enabled. See ShareFile Outlook Add-In Initial Setup above.

1. You may set your default ShareFile options from the Plug-in Options button on your Outlook Home toolbar.
   
2. Login Information was set up during the initial steps. If the need should arise to set this screen, the subdomain is procirrus.
   
3. Attachment Policy sets your default ShareFile policies including when Outlooks should use ShareFile (i.e. "only when i choose) and how long a file will be available.
   
4. Link Insertion sets how your links will appear in your requests and sends.
   
5. Link Options sets the default access requirements and default folder where requested files are uploaded.
   

These addins should already be available to you in your ProZone applications. Local Office users may need to download and install the add-ins from Citrix. To find the available applications, select the Apps page from your ShareFile website. NOTE: These downloads ONLY apply to out-of-session users, you will not be able to install these applications in-session.

1. To attach a file to an email from a ShareFile folder, create a new message then click the Attach Files drop down then From ShareFile. Clicking From ShareFile uses your default options and clicking Use Custom Settings allows you to set custom settings for this document.
   
   Then select the document you wish to attach...
   
2. To request a file, click the Request Files option or the Use Custom Settings if you wish to change your default request settings. Then click OK.
   
   Then select destination folder for your request...
   
   
   This will create a Click here link in your email body where recipients can upload your requested documents.