Citrix ShareFile

Open a folder, drop in your draft, and decide who needs to touch it next. Start a workflow that routes the file through review, edits, and final sign-off. Assign roles, set due dates, and choose whether steps happen one-by-one or in parallel. Add reminders that escalate when deadlines slip. Teammates leave inline comments, suggest changes, and compare versions without hunting through email chains. Everyone works on the latest copy, whether they’re on a laptop at the office or a phone on the train. Save the setup as a template so the next campaign, blog post, or spec follows the same playbook.

When you need formal approval or a signature, switch the last step to a sign-and-approve stage. Drag in text, date, and checkbox fields, then map them to the right people. Control the order of signers, require two-factor verification, and capture a complete audit trail. Turn frequent documents—NDAs, SOWs, onboarding packets—into reusable forms with prefilled data and branding. Stakeholders can review and sign from any device in a few taps, and you receive a certificate and a locked final copy. If changes are needed, push the file back to editing, keep history intact, and relaunch the sign sequence with one click.

For client work, create a secure portal and invite external partners with the access they need and nothing more. Share links with expiration, passwords, and download restrictions; add watermarks for sensitive drafts. Collect files from others using a request link that enforces required fields and automatic naming rules. Track progress in a single view: who opened, who commented, who approved, and which tasks are late. Send nudges, swap assignees, or reroute steps without breaking the chain. Use the Outlook add-in to turn big attachments into secure links, and the desktop app or mapped drive to work from familiar tools. Connect automations to your CRM or ticketing system so new deals, cases, or jobs spin up the right folders and workflows automatically.