Menu
Applicable Products
- ShareFile
- / Downloads / Citrix Workspace App / Earlier Versions of Workspace app for Mac / Citrix Workspace app 2009 for Mac.
- / Downloads / Citrix Workspace App / Earlier Versions of Workspace app for Mac / Citrix Workspace app 2009 for Mac.
- Citrix ShareFile is a secure file sharing, file transfer, sync and storage solution, enabling you to access and manage your content from anywhere on any device. With ShareFile, you can give the people you work with and your clients full or partial access to the files they need, so you can work collaboratively and securely.
When logging into the Citrix ShareFile web application, you provide your email address and password at your account landing page. After a period of time your session will timeout and you will be prompted to login again. ShareFile Enterprise customers can opt to. Share: Files and Folders: Copy Link - Copies a Citrix Files download link. Link settings will be determined by the Share options in your Preferences. Email with Citrix Files - Send a download link through email. Email options may be customized before sending, or by modifying default options in your Preferences.
Objective
Secure, one-click access to ShareFile without opening a web browser. Focused on speed and convenience, this app is a flexible way to manage your ShareFile account with drag and drop functionality, keyboard shortcut support, native interactions and adjustable, modular windows.
This app is available on all ShareFile plans. Both employee and client users may use this app. This app supports SAML login, Two-Step Verification, File Versioning, and Connectors.
This app is available on all ShareFile plans. Both employee and client users may use this app. This app supports SAML login, Two-Step Verification, File Versioning, and Connectors.
Limitations
- Pushing this app via Group Policy is not currently supported.
- This app only supports a per-user installation.
- This app cannot be used to access data on a Restricted Zone.
Instructions
Getting Started | Features and Functions | Other |
---|
System Requirements
- Mac OS X 10.11 or later
Install
Download ShareFile Desktop for Mac from the Apps page of your ShareFile account. Once you have downloaded the DMG file, drag and drop it into your Applications folder.
You must accept the License Agreement to install the app. This app only supports a per-user installation.
Using ShareFile Desktop
When starting the ShareFile Desktop app for the first time, you will be prompted to sign in with your ShareFile credentials.
Once you have signed in, use the navigation drop-down to select the section of your ShareFile account you would like to view.
File Box access
Users with access to the File Box can manage files stored there from the Personal Folders location. The File Box is only available to Employee users that have been granted the appropriate permissions.
Upload Files
There are many ways to upload when using ShareFile desktop. You can upload both files and folders, as well as upload multiple files simultaneously. Once you have chosen a file for upload or dragged a file to the app, it will be uploaded. Upload times may vary based on your connection, the size of your file, and the number of files being processed.
Click the upload button at the bottom of the app
or
Drag and drop files wherever you want them
or
Copy and Paste a file directly into the app
Download Files
There are many ways to download files with the ShareFile Desktop app. You can download files and folders, as well as download multiple items simultaneously.
To download a file, you can do one of the following:
- Double-click the file
- Ctrl+Click the file and select Download
- Select the file(s) and choose the Download option at the bottom of the app.
- Drag the file to a location on your Mac
Currently, you must download a file to your Mac in order to preview, view, or access it.
View Queue
You can view the progress of uploads and downloads in the Queue. You can access the Queue using the drop-down menu in the upper left.
Share Files
You may share multiple files simultaneously by selecting them and using one of the options listed below. You can share files in one of two ways: Email with ShareFile or Copy a Link, as well as customize the relevant options before sending the message or generating the link. Accounts with View-Only Sharing enabled may share files as view-only.
To share files, do one of the following:
- Click the item(s), then choose your Share option in action menu at the top, or the Share option in the bottom bar
- Ctrl+Click a file and select your preferred Share option.
Email with ShareFile
A secure message will be sent via the ShareFile email system. Access the Message Options tab to configure notification and security settings for this individual message. The options available to you will vary based on your account type and permissions.
Copy a Link
Clicking Copy a Link will automatically place a link to the file in your clipboard. You can paste the link into your preferred browser, email, or chat program.
If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.
If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.
Initiate Approvals / Workflows
You may send a file for approval or feedback from the Desktop app. To do so, access the file's Share options as depicted in the screenshots above, and select the appropriate workflow option.
Note: this feature is only available for accounts that support workflows.
Note: this feature is only available for accounts that support workflows.
Preview files with Desktop for Mac
You can preview supported file types right from the Desktop for Mac app.
To preview a file, control-click the file you wish to preview and select the Preview option. The preview will load in a separate module.
Note: Not all file types are guaranteed to generate as a preview via the Desktop app. Unsupported files will not display a Preview option. For a full list of supported file types, please refer to this article. In the event your account has file preview restrictions, those restrictions will also apply in the web application.
Note: Previews for .xlsm and .ppsx files are not currently supported.
Note: Previews for .xlsm and .ppsx files are not currently supported.
Grid View
Adjust how your files and folders are displayed with the Grid View button. Note: Not all file types will generate a thumbnail preview.
This feature requires Mac OS X 10.11 or 10.12.
This feature requires Mac OS X 10.11 or 10.12.
Request Files
You can quickly request files to a specific folder on your ShareFile account. You may send request via the ShareFile email system or generate a link you can copy and paste into your preferred program.
To request files:
Access the Actions menu in the top of the app and choose Request Files
Or
Ctrl-click an empty space in the folder of your choosing and select Request Files
If requesting files via the ShareFile email system, you can customize your notification and security settings for this particular message. You can also change the destination where files will be uploaded.
Clicking Copy a Link will automatically place a link in your clipboard. You can paste the link into your preferred browser, email, or chat program, and your coworker may use the link to upload files. If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message.
Manage Files
Using the ShareFile Desktop app, you can quickly manage your files in a variety of ways. Ctrl-click a file or files to access different actions. Files and folders can be downloaded, shared, copied, moved, renamed, deleted, checked out, and noted.
Move Files
You can drag and drop files and folders to other locations on your ShareFile account within the ShareFile Desktop App. When selecting to move a folder or file manually, you must select the destination in the folder tree. You may also create a new folder within a destination where you have upload permissions.
If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.
If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.
Manage Folders
![Mac Mac](/uploads/1/2/4/6/124618989/699431501.jpg)
The ShareFile Desktop app preserves the granular folder control available in the web application. Once created, you may name the folder. You may download, share, copy, move, rename and delete folders by Ctrl-clicking the folder itself, assuming you have the required permission for your desired action. You may also make the folder a Favorite Folder in the Status column.
To create a folder:
To create a folder:
Click the Create Folder icon at the bottom of the app
or
Ctrl-click the location where you wish to create a folder and choose the Create Folder option
File Versioning
Accounts with File Versioning enabled can view previous versions of files by clicking the blue icon shown below.
Check In / Check Out
ShareFile Desktop supports the check in check out feature. To check out a file, Ctrl-click a file and select Check Out. A checked out file is indicated by an orange icon in the Status column.
Once you are finished working on the file, you can check in the file by Ctrl-clicking the file in the ShareFile Desktop app and selecting Check In. You must upload the new file by dragging or selecting the file.
ShareFile Connectors
The ShareFile Desktop App allows access to SharePoint and Network Shares. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download, upload or modify files within your SharePoint or Network Share locations depends on your permissions in those locations.
Personal Cloud Connectors
The ShareFile Desktop App allows access to Personal Cloud Connectors such as Dropbox, Google Drive, OneDrive and Box. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download files within these connectors depends on your permissions in those locations.
You may download files from the other services.
Note: Not all file and folder actions are available for files stored in other cloud storage services.
Note: Not all file and folder actions are available for files stored in other cloud storage services.
Offline Status Indicator
If you experience connectivity issues resulting in the loss or interruption of an internet connection, a message will be displayed at the top of your Desktop App. The app will attempt to reconnect.
Preferences and Log Out
Sharefile For Mac
You can access app preferences and the Log Out option from the Apple Menu bar.
Preferences include the below options:
Remove User - Use this button if you wish to log out of the currently logged in user.
Enable Auto-Login - Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.
Enable Auto-Login - Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.
App Window - Adjust what happens to your app upon closing.
Default Share Settings - These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.
Default Share Settings - These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.
App Launch at Login
By default, the ShareFile Desktop App for Mac will launch when you log onto your Mac device.
This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.
This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.
Applicable Products
- Citrix Content Collaboration
- ShareFile
Information
TIP!The ShareFile Outlook Plug-in is now Citrix Files for Outlook. The information presented here applies to the latest version of Citrix Files for Outlook and can be referenced for previous versions of ShareFile Outlook Plug-in. To get the latest version of Citrix Files for Outlook, visit https://dl.sharefile.com/CFO .
Citrix Content Collaboration, the advanced integration layer formerly attributed to ShareFile
Known Issues
NET Framework IncompatibleFor best performance, it is recommended that users download the most recent version of the .NET Framework before using the plugin.
Multiple Outlook Profiles or Emails
Citrix Sharefile Windows App
If you have multiple email addresses connected to the same Outlook client, the ShareFile Outlook Plugin will only send emails with ShareFile attachments via the email address listed as the default under Data Files within the Outlook client Account Settings.
3rd Party Services and Add-Ins
The ShareFile Outlook Plugin is not supported with any 3rd party service or add-in and cannot be guaranteed to function properly when used in conjunction with other add-ins. This includes (but is not limited to) meta-data scrubbers, SmartVault, iTunes, Grammarly, NETDocuments, and other add-ins. If you are using an antivirus program or add-in such as Norton, Kaspersky or McAfee, please take steps to add ShareFile as an exception to your apps. Metadata Scrubbers may interfere with the ShareFile Plugin for Microsoft Outlook. It is recommended that any metadata scrubber add-ons be disabled in order for the ShareFile Plugin to function properly. Likewise, Exchange Alternatives (such as Kerio Connector) are not compatible with the ShareFile Plugin and may block the plugin from functioning correctly. ShareFile recommends disabling these add-ons.
Blank Reading Pane
When reloading a remote desktop with Outlook open To avoid this issue, minimize your Outlook before closing your remote desktop session. To fix this issue, click on another folder or adjust the reading pane size and it will display correctly.
Requirements
OS RequirementsWindows 7 or later
.NET Requirements
- ShareFile Plugin for Microsoft Outlook Version 4.4 and later requires Microsoft .NET Framework 4.6, however, it is recommended that users download the most recent version of the .NET Framework .
- Once the .NET Framework has been installed, you may need to restart Microsoft Outlook and run the installation file.
- The plugin supports 32-bit and 64-bit versions of Microsoft Outlook 2007, 2010, 2013, 2016, and 2019.
- Please note: Microsoft Office Outlook 2007 has reached the end of extended support by Microsoft: https://support.microsoft.com/en-us/help/3198497/office-2007-approaching-end-of-extended-support
- While you may continue to use the ShareFile Plug-In for Microsoft Outlook on Outlook 2007, we can only provide limited support options. For the best experience, please consider upgrading to the 2010 or 2016 version of Office Outlook.
- The plugin is compatible with Office 365 plans that include Full, installed Office applications.
- The local version of the plugin is not;compatible with Microsoft Outlook Express, Outlook for Mac or web-based Outlook. A version of the Outlook Plugin for Outlook for Mac and Outlook on the Web is available here!
In order to use the plugin, you must be an Employee user on your account. Click here for information on ShareFile features and pricing.
Article Contents
Basic Install | Authenticate Plugin | Plugin Missing After Installation |
Admin Installation | Deploy via Registry | Configure a Proxy Server |
Basic Installation
To download the plugin, log in to your ShareFile account and click the Apps link in the top navigation bar. Locate Outlook Plugin in the list of apps and click the Download button. Once the installation file has been downloaded, close Microsoft Outlook and run the installation file. This will install the ShareFile Plugin for the currently logged-in user. You must accept the License Agreement to continue installation.
(Please note that the ShareFile Plugin for Microsoft Outlook Versions 3.0 and later installs only for the current logged-in user. If you wish to install the plugin for all users on the PC, please refer to the Administrative Installation section below.)
Once installation is complete, open Microsoft Outlook.
(Please note that the ShareFile Plugin for Microsoft Outlook Versions 3.0 and later installs only for the current logged-in user. If you wish to install the plugin for all users on the PC, please refer to the Administrative Installation section below.)
Once installation is complete, open Microsoft Outlook.
Installation Location
When installing a per-user version of the OLP, the app will be installed in C:UsersUSERNAMEAppDataLocalShareFile
When installing a per-machine version of the OLP, the app will be installed in C:Program Files (or x86)ShareFile
Authenticate Your Account
You will be prompted to enter the Email Address and Password associated with your ShareFile account.
If your email address and password are associated with more than one ShareFile account, you will be prompted to select the account you wish to link from a list. If your account is set up to accept company credentials, you will be prompted to enter them at this time.
If your company has deployed ShareFile Restricted Zones and your default zone is a Restricted Zone, then you will be prompted to authenticate with your company credentials into that zone during the configuration of the plugin. If your default zone is not a ShareFile Restricted Zone but you attempt to share a file from a Restricted Zone using the Outlook Plugin, you will also be prompted to authenticate into that zone with your company credentials.
If your company has deployed ShareFile Restricted Zones and your default zone is a Restricted Zone, then you will be prompted to authenticate with your company credentials into that zone during the configuration of the plugin. If your default zone is not a ShareFile Restricted Zone but you attempt to share a file from a Restricted Zone using the Outlook Plugin, you will also be prompted to authenticate into that zone with your company credentials.
Administrative Installation
Click here to download the MSI installer for the ShareFile Plugin for Microsoft Outlook.
There are two versions of the MSI available:
Citrix Sharefile For Desktop
- ShareFile_Outlook_Plug-in_AllUsers.msi (per-machine install)
- ShareFile_Outlook_Plug-in_User.msi (per-user install)
In order to install the ShareFile plugin for all users on the PC, the appropriate version of the Installation file must be used.
If upgrading from a per-user MSI to an all-user MSI, you must first uninstall the per-user MSI. Click here for instructions on how to perform a per-machine upgrade of the ShareFile Plugin.
The all-users MSI installer does not support the Auto-Update option.
If upgrading from a per-user MSI to an all-user MSI, you must first uninstall the per-user MSI. Click here for instructions on how to perform a per-machine upgrade of the ShareFile Plugin.
The all-users MSI installer does not support the Auto-Update option.
Setting Defaults
Administrators can automatically default and lock in preferences for the plugin in the Admin section of their ShareFile account, under Power Tools. Click here for information on how to configure defaults.
Deployment with custom registry keys
In an enterprise environment, the IT department can configure the plug-in for deployment through the following registry settings: HKEY_CURRENT_USERSoftwareCitrixShareFileSSO
Note: User will not be required to sign-in to the plugin at first launch if using ADFS, SAML-Integrated, and UserConfigurable0 (refer to the table below).
The following options are available:
Method (string) |
|
UserConfigurable (DWORD) |
* If UserConfigurable = 0 and Method = saml-integrated, Subdomain and ApiCP are required. |
Subdomain (string): ex. ‘widgetco' | Example for if you log into ShareFile at http://widgetco.sharefile.com |
ApiCP (string): ex. ‘sf-api.com’ | If configuring the plugin for use with a ShareFile account on the EU control plane (e.g. https://widgetco.sharefile.eu), please specify 'sf-api.eu' |
AppCP (string): ex. ‘sharefile.com’ | If configuring the plugin for use with a ShareFile account on the EU control plane (e.g. https://widgetco.sharefile.eu), please specify 'sharefile.eu' |
Download Sharefile Sync
Plugin Missing After Installation
If you log in to Microsoft Outlook and your ShareFile Plugin appears to be missing, there is a chance your plugin was not installed properly.
To confirm this in Microsoft Outlook: click File, then select Options and navigate to the Add-Ins list. If the ShareFile Plugin is listed as 'Inactive', you may need to enable the plugin manually.
To confirm this in Microsoft Outlook: click File, then select Options and navigate to the Add-Ins list. If the ShareFile Plugin is listed as 'Inactive', you may need to enable the plugin manually.
Citrix Sharefile Download Windows 10
Proxy configuration
The ShareFile Plugin for Microsoft Outlook must be configured to work with your proxy setup. To do so, close Microsoft Outlook and run ShareFileProxyConfig.exe from C:UsersUSERNAMEAppDataLocalShareFileOutlookPlugin.
If using an outdated version of the plugin, proxy config is located at C:Program Files (x86)ShareFileOutlookPlugin or C:Program FilesShareFileOutlookPlugin.
Adjust your proxy settings, then restart Microsoft Outlook.
If using an outdated version of the plugin, proxy config is located at C:Program Files (x86)ShareFileOutlookPlugin or C:Program FilesShareFileOutlookPlugin.
Adjust your proxy settings, then restart Microsoft Outlook.