Getting Started With Citrix ShareFile

Size: px
Start display at page:

Download "Getting Started With Citrix ShareFile"

Transcription

1 Guide Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com

2 Welcome to ShareFile! In this guide you ll learn how to: Learn your unique ShareFile URL and subdomain p. Reset your password p. Add employee and client users to your account p. Share files p. Request a file from anyone p. Set up folders to organize your files p. 6 Share folders with existing users p. 7 Download and install the Plugin for Microsoft Outlook p. 8 Download and install the Desktop App p. 9 If you need help at anytime or have any questions, the ShareFile customer care team is available for you /7 by phone or . Learn your unique ShareFile URL Your ShareFile has its own unique URL, generally in this format: https://yourcompanyname.sharefile.com. The yourcompanyname section of this URL is your subdomain, which will always be followed by.sharefile.com. When you sign up for ShareFile, you ll receive a welcome that has your unique subdomain in it, but if you can t find that, there s another way to figure it out! Open a web browser and go to In the upper right-hand corner of the webpage, click Sign In located next to the menu. Enter your address and the password you chose when you set up your account, and click Sign In. Note: If you have multiple ShareFile accounts associated with your address, you will need to select the specific account you want to access. ShareFile.com

3 Reset your password Note: ShareFile passwords must have at least eight (8) characters, including at least one uppercase letter, at least one lowercase letter and at least one number. For forgotten passwords Go to the login page of your ShareFile account. Under the Log In button, click Forgot password? On the next screen, enter your address and select the item indicated to verify that you re human. Check your . Click the link in the to reset your password. Enter your new password and select Reset Password. Your password was reset. Select Back to Sign In to log into your account. To change a password In the top navigation bar of your account, click My Settings. On the left-hand side of the screen, select Change Password. Enter your old password, your new password and a confirmation of your new password, and click Save. ShareFile.com

4 Add employee and client users to your account Note: You must be an admin user or employee user with appropriate permission to do this. In the top navigation bar of your account, select Manage Users. Select Create Employee if you want to add a co-worker. Select Create Client if you want to add a new user outside of your company. Enter the new user s address, which will serve as a username. Select Next Step. Enter the user s first name and last name. You can enter a company name if it s different from your company. Use the checkboxes in this section to determine the user s permissions. When you re finished, select Next Step. Note: By default, the password included here is only a temporary one, and does not need to be changed or reset. New users will be able to set up their own password via the welcome they receive, unless you specify otherwise. You ll see a list of the folders in your account. Select any folders that you d like to share with this user, and check the box for any permissions you want the user to have for those folders. When you re finished, click Add Users to Folders. If you wish, you can also click Skip this step. 6 Select one of the options for sending the . 7 Feel free to edit the text in the message. To see a preview of the , select Preview . When you re finished, select Send . ShareFile.com

5 Share a file or lots of them In the top navigation bar of your account, move your cursor over Share and two options will display select with ShareFile. Enter all recipients addresses, a subject line, and a message. Add files to share in one of three ways: a. Select any file from your computer and drag it to the Drag files here area. b. Select Browse files and add from your computer. c. Select Browse files and add from your ShareFile account. Select Edit Message Options if you want to customize your notifications and security options (i.e. determine how many downloads are allowed). When finished, select Done. Request a file from anyone Select Send and the message will be ed to the recipient. Note: You can review s you have sent from ShareFile in your Inbox (located in the sidebar menu of the homes screen). To see a list of your sent s and edit link expiration dates or notification settings, select the carat next to the Inbox, then select Sent. In the top navigation bar of your account, click Request and choose with ShareFile. Enter all recipients addresses, a subject line, and a message. Choose a folder in ShareFile to which you d like the requested files added to. ShareFile will default to sending files to your File Box, but you can select Edit to change the destination. Select Edit Message Options if you want to customize your notifications and security options (i.e. determine how many downloads are allowed). When finished, select Done. ShareFile.com

6 Set up folders to organize your files In the top right corner of the home screen, select Create Folder. Enter a name for your folder. You may also enter a description for the folder, which will be displayed as a note attached to this folder in your account. Select Create Folder. ShareFile.com 6

7 Share your folders with others Navigate to the folder in your account that you d like to share. Towards the bottom, select <Folder Name> is Shared With to expand the options. Select Add People to Folder to grant a user access to this folder. If the user already exists in ShareFile, type the user s name in the Search window. If the user is not already in ShareFile, select Create New User. Enter the user s address, first name and last name. Select Add. One the right, you may adjust folder permissions and alert settings. 6 Select Add. The user now has access to this folder. You can adjust folder permissions and alert setting in this area any time. ShareFile.com 7

8 Download and install the Plugin for Microsoft Outlook Add ShareFile to Microsoft Outlook for faster file sharing. You will be able to share or request large, encrypted files directly from Outlook. In the top navigation bar of your account, click Apps. Verify you are in the Windows section. If not, select Windows. Find the Plugin for Microsoft Outlook and select Download. A pop-up will appear on your computer. Click Run. The ShareFile Outlook Plugin window will appear on your desktop. You have options upon install: a. Default settings (Recommended) Your desktop will automatically be updated when a new Outlook plugin version is available. b. Customize settings You desktop will not automatically be updated when a new Outlook plugin version is available. Once you have selected your setting, click Next. 6 7 Accept the License agreement and complete the rest of the installation. Once the installation is complete, open Microsoft Outlook. Once Outlook is open, a ShareFile login window will appear. Enter your and password and select Sign In. 8 To verify the Outlook Plugin is installed, create a new message. In the new message, you should see ShareFile, Convert Attachments, Attach Files, and Request Files in the top right. 9 To configure the Outlook Plugin, click on the ShareFile Plugin Options (from home page of Outlook) ShareFile.com 8

9 Download and install the ShareFile Desktop App This app lets Windows users access and use ShareFile without opening a web browser it s an easier way to access, share, request, upload and download your files. In the top navigation bar of your account, click Apps. Verify you are in the Windows section. If not, select Windows. Find the Desktop App and select Download. A pop-up will appear on your computer. Click Run. Accept the License agreement. Go through the setup wizard to choose the installation location and complete the rest of the installation. 6 When starting the Desktop App for the first time, you ll be prompted to enter your and password. Select Sign In. 7 Once you ve signed in, use the navigation drop-down menu to select the section of your ShareFile account you d like to view. ShareFile.com 9

10 World-class customer support Your ShareFile account has lots of tools and features to make sharing, storing, and your files as easy as possible. If you ever have questions or need help, our Care team is available /7! The Help section in your account is an easy way to contact our Care team. To access this section, log in to your account and select Help in the upper right-hand corner. You will find links to training videos, the ShareFile Knowledge Base (which has hundreds of articles and user guides) and tools for contacting Care via phone or submitting a request. You can also register for one-on-one training if desired. Contact us anytime Unlimited support is free for you and your clients. Have a question or need help? Call us: (International) For enterprise needs, please call 800 CITRIX or one of our International Numbers Submit a Request: Ask the community: https://www.sharefile.com/support/request For enterprise needs, please open a customer service case through your MyCitrix.com account. community.sharefilesupport.com/citrixsharefile Search the knowledge base: kb.sharefile.com Thank you for choosing ShareFile! 06 Citrix Systems, Inc. All rights reserved. Citrix and ShareFile are trademarks of Citrix Systems, Inc. and/or one or more of its subsidiaries, and may be registered in the U.S. Patent and Trademark Office and in other countries. All other trademarks are the property of their respective owners. ShareFile.com 0

Getting Started With Citrix ShareFile

Getting Started With Citrix ShareFile Getting Started With Citrix ShareFile Learn the basics of your ShareFile account. Plus, get the answers to some of our most frequently asked how-to questions. ShareFile.com In this guide you ll learn how

More information

Getting Started. Send a file in 3 easy steps Quickly organize and share your files

Getting Started. Send a file in 3 easy steps Quickly organize and share your files Getting Started Send a file in 3 easy steps Quickly organize and share your files Getting Started with Citrix ShareFile Welcome to ShareFile! You can use your ShareFile account to easily and securely exchange

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Getting Started. Send a file in 3 easy steps Quickly organize and share your files

Getting Started. Send a file in 3 easy steps Quickly organize and share your files Getting Started Send a file in 3 easy steps Quickly organize and share your files Getting Started with Citrix ShareFile Welcome to ShareFile! You can use your ShareFile account to easily and securely exchange

More information

Contents. Dianne Harrison Ferro Mesarch

Contents. Dianne Harrison Ferro Mesarch Georgetown Box Basics Contents What is Georgetown Box?... 2 Claiming Your Georgetown Box Account... 2 Logging into Georgetown Box... 2 Uploading Files... 2 File Version History... 3 Downloading Files...

More information

Home Access + How to access your files from home

Home Access + How to access your files from home Home Access + How to access your files from home Home access plus provides staff access to files and folders stored on the School s ICT Network System, this includes: My Documents Shared Work Staff Work

More information

USC Marshall School of Business ShareFile_With_Outlook_Client_v2.docx 6/12/13 1 of 9

USC Marshall School of Business ShareFile_With_Outlook_Client_v2.docx 6/12/13 1 of 9 About ShareFile When you wish to send someone a file or need a file from someone else, your best option is to use ShareFile. It not only provides increased security by automatically encrypting files but

More information

Quest Soft Token for Windows Desktop User Guide

Quest Soft Token for Windows Desktop User Guide Quest Soft Token for Windows Desktop User Guide This guide provides information on installing, activating and using the Quest Soft Token for Windows Desktop. What is the Quest Soft Token for Windows Desktop

More information

Weston Public Schools Virtual Desktop Access Instructions

Weston Public Schools Virtual Desktop Access Instructions Instructions for connecting to the Weston Schools Virtual Desktop Environment Notes: You will have to have administrator permission on your computer in order to install a VMWare Client application which

More information

About DropSend. Sending Files with DropSend

About DropSend. Sending Files with DropSend About DropSend DropSend is a service that allows businesses and individuals to send large files, store files online and collaborate in a quick and easy way. DropSend Business Plan will help your company

More information

User guide. Business Email

User guide. Business Email User guide Business Email June 2013 Contents Introduction 3 Logging on to the UC Management Centre User Interface 3 Exchange User Summary 4 Downloading Outlook 5 Outlook Configuration 6 Configuring Outlook

More information

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0

Cox Business Premium Online Backup USER'S GUIDE. Cox Business VERSION 1.0 Cox Business Premium Online Backup USER'S GUIDE Cox Business VERSION 1.0 Table of Contents ABOUT THIS GUIDE... 4 DOWNLOADING COX BUSINESS PREMIUM ONLINE BACKUP... 5 INSTALLING COX BUSINESS PREMIUM ONLINE

More information

How to Use Your New Online Client Vault

How to Use Your New Online Client Vault How to Use Your New Online Client Vault Table of Contents I. Getting Into Your Vault 3 How to Sign In 3 First Time Setup 4 II. Finding Your Way Around the Vault 5 Managing Your Vault s Contents 6 Creating

More information

Moss Adams Client Portal. Client User Guide

Moss Adams Client Portal. Client User Guide Moss Adams Client Portal Client User Guide Contents About Moss Adams Client Portal... 2 Client Portal Highlights... 2 Browser Compatibility... 3 Getting Started... 4 Activate Account... 4 What to do if

More information

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix

ATTENTION: End users should take note that Main Line Health has not verified within a Citrix Subject: Citrix Remote Access using PhoneFactor Authentication ATTENTION: End users should take note that Main Line Health has not verified within a Citrix environment the image quality of clinical cal

More information

Salesforce Training Logging into Salesforce SALESFORCE LOGIN

Salesforce Training Logging into Salesforce SALESFORCE LOGIN SALESFORCE LOGIN These instructions are for new users of Salesforce. Complete all the instructions below for proper functionality. If using multiple computers to access Salesforce, it is necessary to complete

More information

Baylor Secure Messaging. For Non-Baylor Users

Baylor Secure Messaging. For Non-Baylor Users Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7

More information

TIBCO Slingshot User Guide

TIBCO Slingshot User Guide TIBCO Slingshot User Guide v1.8.1 Copyright 2008-2010 TIBCO Software Inc. ALL RIGHTS RESERVED. Page 1 September 2, 2011 Documentation Information Slingshot Outlook Plug-in Important Information SOME TIBCO

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Newforma Info Exchange Quick Start Guide for External Users

Newforma Info Exchange Quick Start Guide for External Users Newforma Info Exchange Quick Start Guide for External Users Overview Info Exchange is a project website that facilitates the transfer of files without the limitations of email or FTP. All activity on Info

More information

Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault

Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault Outlook Plugin... 13 Using KiteDrive to Send Large

More information

ClicktoFax Service Usage Manual

ClicktoFax Service Usage Manual ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.

More information

SmartSimple Microsoft Outlook Synchronization

SmartSimple Microsoft Outlook Synchronization SmartSimple Microsoft Outlook Synchronization Overview The SmartSimple Outlook synchronization tool provides the following features: Maintenance of contact and company information in Outlook or SmartSimple.

More information

Microsoft Off ice 365 from Vodafone

Microsoft Off ice 365 from Vodafone Vodafone Administrator Guide - Professional & Small Business Microsoft Off ice 365 from Vodafone Your step by step guide to getting started with Microsoft Office 365 from Vodafone Vodafone Group 2011.

More information

Lincoln Financial evault

Lincoln Financial evault An introductory guide to online storage and collaboration Welcome to evault! Lincoln Financial Advisors has partnered with Egnyte, Inc. to offer a secure online, collaboration service called evault. This

More information

Utilizing SASED OneDrive Cloud Storage

Utilizing SASED OneDrive Cloud Storage Utilizing SASED OneDrive Cloud Storage Technology Department 5/29/15 The purpose of this document is to provide guidance on how to transfer and access SASED documents and folders on your SASED provided

More information

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents 1 PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents Email Access via a Web Browser... 2 Email Client Setup... 3 Outlook 2013 for Windows... 3 Outlook for Mac 2011... 4 Mac OS X 10.6+... 4 iphone

More information

Installation Guide. Research Computing Team V1.9 RESTRICTED

Installation Guide. Research Computing Team V1.9 RESTRICTED Installation Guide Research Computing Team V1.9 RESTRICTED Document History This document relates to the BEAR DataShare service which is based on the product Power Folder, version 10.3.232 ( some screenshots

More information

How to... Send and Receive Files with DropBox

How to... Send and Receive Files with DropBox How to... Send and Receive Files with DropBox Overview The Cornell DropBox is a secure method for transferring files to the people you specify. Files are encrypted during transport. DropBox can also be

More information

PaymentNet Federal Card Solutions Cardholder FAQs

PaymentNet Federal Card Solutions Cardholder FAQs PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How

More information

Using the Filr Desktop Sync Application with CECHCloud Windows Version

Using the Filr Desktop Sync Application with CECHCloud Windows Version Using the Filr Desktop Sync Application with CECHCloud Windows Version About CECHCloud... 2 Downloading and Installing the Filr Application... 2 Configuring Novell Filr for the First Time... 5 Adding Synchronized

More information

SchoolMessenger for iphone

SchoolMessenger for iphone The SchoolMessenger app lets you quickly and easily send messages from anywhere using your iphone. Setting up and using the application is simple. This guide will show you how! [Important: Before you can

More information

Installing the Citrix Online Plug-In

Installing the Citrix Online Plug-In Installing the Citrix Online Plug-In If you are a first-time user accessing NeoSystems Citrix environment, you are required to install a small program on your computer. This program will enable you to

More information

FILEVAULT USER GUIDE

FILEVAULT USER GUIDE FILEVAULT USER GUIDE Click on http://filevault.ttuhsc.edu/ or copy the URL into your browser to access the FileVault site. Below is the initial login screen for the FileVault site. Login Credentials will

More information

QQConnect Overview Guide

QQConnect Overview Guide QQConnect Overview Guide Last Updated: 3/20/2015 About QQConnect QQConnect is an add-on utility for QQCatalyst that makes it easy to transfer documents and e- mails from your Windows desktop or desktop

More information

User Manual. Version 1.0.0.0. Yeastar Technology Co., Ltd.

User Manual. Version 1.0.0.0. Yeastar Technology Co., Ltd. User Manual Version 1.0.0.0 Yeastar Technology Co., Ltd. Table of Contents 1 Introduction 3 2 Installing MySMS Software 4 3 Managing MySMS 9 3.1 Accessing MySMS 9 3.2 Multi-User Accounts 10 3.3 Managing

More information

User Guide. IntraLinks Courier Plug-in for Microsoft Outlook

User Guide. IntraLinks Courier Plug-in for Microsoft Outlook IntraLinks Courier Plug-in for Microsoft Outlook User Guide Copyright 2012 IntraLinks, Inc. Version 3.2 September 2012 IntraLinks 24/7/365 support US: 212 543 7800 UK: +44 (0) 20 7623 8500 See IntraLinks

More information

Getting Started Guide - Desktop

Getting Started Guide - Desktop Getting Started Guide - Desktop 1. Sign Up PERSONAL OPENTEXT CORE ACCOUNT To get started sharing and collaborating on your files from a Mac or Windows browser, you ll need to sign up for your OpenText

More information

Welcome to Cox Business Security Suite:

Welcome to Cox Business Security Suite: Welcome to Cox Business Security Suite: Thank you for choosing Cox Business Security Suite Powered by McAfee. Cox Business Security Suite is a simple, efficient and reliable way to protect your business

More information

FDT 720P WiFi Camera Desktop Access Setup Guide

FDT 720P WiFi Camera Desktop Access Setup Guide FDT 720P WiFi Camera Desktop Access Setup Guide Desktop Access Setup Set up Desktop Access for your FDT 720P WiFi Camera on your local network. The FDT web interface will enable you to access its features

More information

Table of Contents. Table of Contents

Table of Contents. Table of Contents Table of Contents Setup Instructions... 1 Step 1: Download the Required Components... 1 Step 2: Install and Run the Online Backup Module... 3 Step 3: Sign-Up to the Online Backup Service... 4 Step 4: Configure

More information

ArcGIS 10.2 Student Version Installation Instructions

ArcGIS 10.2 Student Version Installation Instructions ArcGIS 10.2 Student Version Installation Instructions 1. Open a web browser and go to: http://www.esri.com/landing-pages/software/arcgis/arcgis-desktop-studenttrial 2. Next, enter your Esri Global Account

More information

Does the GC have an online document management solution?

Does the GC have an online document management solution? This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create

More information

Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class

Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class A Guide for Administrators Table of Contents Requirements... 3 1. Activate & Setup Online Software

More information

Secure Messaging Quick Reference Guide

Secure Messaging Quick Reference Guide Secure Messaging Quick Reference Guide Overview The SHARE Secure Messaging feature allows a SHARE registered user to securely send health information to another SHARE registered user. The Secure Messaging

More information

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage

Document OwnCloud Collaboration Server (DOCS) User Manual. How to Access Document Storage Document OwnCloud Collaboration Server (DOCS) User Manual How to Access Document Storage You can connect to your Document OwnCloud Collaboration Server (DOCS) using any web browser. Server can be accessed

More information

Secure Email Actions for Email Recipients

Secure Email Actions for Email Recipients Secure Email Actions for Email Recipients Actions for Email Recipients The recipient cannot forward encrypted email outside the secure system. Each email will only be available to the recipient for 30

More information

Gear View QC. Installation and Setup Guide. Version Written by: Product Documentation and R&D Date: August 2015 LX-DOC-GVQC-2.2.

Gear View QC. Installation and Setup Guide. Version Written by: Product Documentation and R&D Date: August 2015 LX-DOC-GVQC-2.2. Gear View QC Installation and Setup Guide Version 2.2.0 Written by: Product Documentation and R&D Date: August 2015 2015 Lexmark International Technology, S.A. All rights reserved. No part of this publication

More information

Datto Drive User Manual

Datto Drive User Manual Datto Drive User Manual NAVIGATING THE DATTO DRIVE INTERFACE By default, the Datto Drive Web interface opens to your Files page. You can add, remove, share files, and make changes based on the access privileges

More information

TWC WiFi Hotspot Management Portal User Guide

TWC WiFi Hotspot Management Portal User Guide TWC WiFi Hotspot Management Portal User Guide TWC WiFi Hotspot Management Portal User Guide Overview 3 Signing In 4 Navigation 5 Manage TWC WiFi 7 Business Information 8 Free WiFi Access 10 Hotspot Activity

More information

U.S. Bank Secure Mail

U.S. Bank Secure Mail U.S. Bank Secure Mail @ Table of Contents Getting Started 3 Logging into Secure Mail 5 Opening Your Messages 7 Replying to a Message 8 Composing a New Message 8 1750-All Introduction: The use of email

More information

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents

PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents 1 PORTLANDDIOCESE.ORG Email - How to Connect Table of Contents Email Access via a Web Browser... 2 Email Client Setup... 3 Outlook 2007, 2010 & 2013 for Windows... 3 Outlook for Mac 2011... 5 Mac OS X

More information

An Introduction to Box.com

An Introduction to Box.com An Introduction to Box.com Box is an online file sharing and cloud content management service and it provides features such as: Security controls Space Mobility Online collaboration Mobile access Version

More information

CDUfiles User Guide. Chapter 1: Accessing your data with CDUfiles. Sign In. CDUfiles User Guide Page 1. Here are the first steps to using CDUfiles.

CDUfiles User Guide. Chapter 1: Accessing your data with CDUfiles. Sign In. CDUfiles User Guide Page 1. Here are the first steps to using CDUfiles. CDUfiles User Guide Chapter 1: Accessing your data with CDUfiles Here are the first steps to using CDUfiles. Sign In Open your web browser and enter cdufiles.cdu.edu.au or Note: Use cdufiles.egnyte.com

More information

Office365 and OneDrive guide

Office365  and OneDrive guide Office365 email and OneDrive guide All Middlesex University students now have access to an Office365 email account for the length of their course, and for up to one year after graduation. This includes

More information

Xythos on Demand Quick Start Guide For Xythos Drive

Xythos on Demand Quick Start Guide For Xythos Drive Xythos on Demand Quick Start Guide For Xythos Drive What is Xythos on Demand? Xythos on Demand is not your ordinary online storage or file sharing web site. Instead, it is an enterprise-class document

More information

AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM. Installation and Configuration Guide

AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM. Installation and Configuration Guide AvePoint CallAssist 3.2.5 for Microsoft Dynamics CRM Installation and Configuration Guide Revision K Issued November 2014 Table of Contents Overview... 4 Prerequisites... 5 Environment Requirements...

More information

User manual for the visitors of Interreg Danube Programme website

User manual for the visitors of Interreg Danube Programme website User manual for the visitors of Interreg Danube Programme website Table of contents National contact points... 2 Newsletter subscription... 2 Subscribe... 2 Unsubscribe... 2 Forum... 2 Approved projects...

More information

FastVaults User Guide

FastVaults User Guide FastVaults User Guide Version 7.0.3 Revision Date: 01/23/2015 www.nea-fast.com (800) 782-5150, Option 3 Page 1 Table of Contents Using the Web App... 5 Logging In... 5 Resetting Passwords... 6 Self-Password

More information

Brainshark/Salesforce.com Integration Installation Procedures

Brainshark/Salesforce.com Integration Installation Procedures Page1 Brainshark/Salesforce.com Integration Installation Procedures The Brainshark/Salesforce integration allows Salesforce users to send emails containing links to Brainshark presentations from a contact

More information

User Guide. emoney for Outlook

User Guide. emoney for Outlook User Guide emoney for Outlook Table of Contents INTRODUCTION... 2 SYSTEM REQUIREMENTS... 2 Required Installations... 2 INSTALLATION PROCESS... 2 FIRST TIME SETUP... 8 EMONEY CLIENT PANE... 17 Client Contact

More information

DOWNLOADING AND INSTALLING SAGE 50 ACCOUNTING 2014

DOWNLOADING AND INSTALLING SAGE 50 ACCOUNTING 2014 DOWNLOADING AND INSTALLING SAGE 50 ACCOUNTING 2014 Go to http://itstartshere.nbcc.ca to watch a video on how to perform this install. Last Updated: July 30, 2014 1 Prerequisites: 1. Make sure you have

More information

Setting Up Synergy Dropbox and Using Assignments Page

Setting Up Synergy Dropbox and Using Assignments Page Setting Up Synergy Dropbox and Using Assignments Page SETTING UP SYNERGY DROPBOX 2 ADDING AN ASSIGNMENT PAGE 5 USING ASSIGNMENT CATEGORIES 6 CREATING AN ASSIGNMENT CATEGORY 6 EDITING AN ASSIGNMENT CATEGORY

More information

OneDrive in Office 365

OneDrive in Office 365 OneDrive in Office 365 OneDrive is a universal tool that allows you to upload and share documents with others. You can upload Word Documents, PDFs, Excel spreadsheets, images, and other Office files. Contents

More information

Office 365 for Pupils

Office 365 for Pupils Office 365 for Pupils Getting Started Guide TESTBOURNE COMMUNITY SCHOOL Document Revisions Version Notes 1.0 Initial Version 1.1 Year 7 using school network password and all passwords no longer expire

More information

Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class

Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class A Guide for Users Table of Contents Requirements... 3 Create & Verify E-mail Password... 4 Create

More information

Office 365 (Sharing Documents in OneDrive)

Office 365 (Sharing Documents in OneDrive) Office 365 (Sharing Documents in OneDrive) Further Help: Microsoft have provided additional information on what is OneDrive and sharing files. One of the key benefits of enabling OneDrive web based storage

More information

Resident Portal Help Guide

Resident Portal Help Guide P a g e 1 Welcome to the Resident Portal! This document s intended purpose is to assist residents in using some of the basic functions of the resident portal. Click on a topic below to navigate to a specific

More information

Parallels Panel. Parallels Small Business Panel 10.2: User's Guide. Revision 1.0

Parallels Panel. Parallels Small Business Panel 10.2: User's Guide. Revision 1.0 Parallels Panel Parallels Small Business Panel 10.2: User's Guide Revision 1.0 Copyright Notice ISBN: N/A Parallels 660 SW 39 th Street Suite 205 Renton, Washington 98057 USA Phone: +1 (425) 282 6400 Fax:

More information

Citrix Virtual Classroom. Deliver file sharing and synchronization services using Citrix ShareFile. Self-paced exercise guide

Citrix Virtual Classroom. Deliver file sharing and synchronization services using Citrix ShareFile. Self-paced exercise guide Deliver file sharing and synchronization services using Citrix ShareFile Self-paced exercise guide Table of Contents Table of Contents... 2 Overview... 3 Exercise 1: Setting up a ShareFile Account... 6

More information

Center for Teaching and Learning Instructional Development Support Center (IDSC)

Center for Teaching and Learning Instructional Development Support Center (IDSC) TCL Center for Teaching and Learning Instructional Development Support Center (IDSC) Introduction to Blackboard 9.1: Content System Nimitz 107 (410) 293 2508 Objectives Blackboard is a powerful on line

More information

User Management Tool 1.5

User Management Tool 1.5 User Management Tool 1.5 2014-12-08 23:32:23 UTC 2014 Citrix Systems, Inc. All rights reserved. Terms of Use Trademarks Privacy Statement Contents User Management Tool 1.5... 3 ShareFile User Management

More information

E-mail Encryption. How do I send my e-mail encryption key?

E-mail Encryption. How do I send my e-mail encryption key? E-mail Encryption SecurenCrypt e-mail encryption was designed to work as a plug-in with Microsoft Outlook. The following instructions are geared toward users encrypting e-mail with Outlook. However, throughout

More information

Downloading EasyFarm from the internet

Downloading EasyFarm from the internet Downloading EasyFarm from the internet These instructions will assist you in downloading the latest version of EasyFarm 8.0.0. If you are downloading the program to a USB jump drive you will want to insert

More information

SecureAnywhereTM Web Security Service

SecureAnywhereTM Web Security Service SecureAnywhereTM Web Security Service This document provides a general overview of the Webroot SecureAnywhere Web Security Service Partner Management Portal. Webroot Partners such as Managed Service Providers

More information

Senior Systems Cloud Services

Senior Systems Cloud Services Senior Systems Cloud Services In this guide... Senior Systems Cloud Services 1 Cloud Services User Guide 2 Working In Your Cloud Environment 3 Cloud Profile Management Tool 6 How To Save Files 8 How To

More information

DocuSign Connect for Salesforce Guide

DocuSign Connect for Salesforce Guide Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign

More information

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS

How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS HOW-TO GUIDE EMAIL MARKE TING How to Integrate Salesforce with Your Constant Contact Account FOR ENTERPRISE & UNLIMITED EDITIONS INSIGHT PROVIDED BY www.constantcontact.com 1-866-876-8464 This guide is

More information

Xerox econcierge Account Setup Guide

Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide Xerox econcierge Account Setup Guide The free Xerox econcierge service provides the quickest, easiest way for your customers to order printer supplies for all their

More information

GRS Advantage Website User Reference Guide

GRS Advantage Website User Reference Guide GRS Advantage Website User Reference Guide This document describes how to use the GRS Advantage Website. Table of Contents GRS Advantage Website... 2 Accessing the Website... 2 Requesting Access to the

More information

RM Site Creator for Office 365. A Quick Start Guide to the RM Site Creator for Office 365 app

RM Site Creator for Office 365. A Quick Start Guide to the RM Site Creator for Office 365 app RM Site Creator for Office 365 A Quick Start Guide to the RM Site Creator for Office 365 app Introducing RM Site Creator for Office 365 RM Site Creator takes the complexity out of using Office 365 SharePoint.

More information

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

More information

Using the City of Stamford / Stamford Public Schools. Web Email System

Using the City of Stamford / Stamford Public Schools. Web Email System Using the City of Stamford / Stamford Public Schools Web Email System Open the Login Screen: Go to the following site: www.stamfordct.gov/mail and choose the login link. The login screen will look like

More information

Using SSH Secure File Transfer to Upload Files to Banner

Using SSH Secure File Transfer to Upload Files to Banner Using SSH Secure File Transfer to Upload Files to Banner Several Banner processes, including GLP2LMP (Create PopSelect Using File), require you to upload files from your own computer to the computer system

More information

All Colleagues Landing Page

All Colleagues Landing Page INTERNAL USE ONLY All Colleagues Landing Page User's Manual Version 5 Table of Contents Login... 2 Password Features... 4 Expired password...4 Password reset...6 Region Selection... 8 Changing Your Region...8

More information

User Guide. Time Warner Cable Business Class Cloud Solutions Control Panel. Hosted Microsoft Exchange 2007 Hosted Microsoft SharePoint 2007

User Guide. Time Warner Cable Business Class Cloud Solutions Control Panel. Hosted Microsoft Exchange 2007 Hosted Microsoft SharePoint 2007 Chapter Title Time Warner Cable Business Class Cloud Solutions Control Panel User Guide Hosted Microsoft Exchange 2007 Hosted Microsoft SharePoint 2007 Version 1.1 Table of Contents Table of Contents...

More information

The site also provides self-guided product demonstrations, basic service information and support contact information.

The site also provides self-guided product demonstrations, basic service information and support contact information. USER GUIDE TCC Online Getting Started TCC Online is a free service that makes it quicker and more convenient for you to access all of your conferencing services. From a single point of entry you ll be

More information

Lync Online Deployment Guide. Version 1.0

Lync Online Deployment Guide. Version 1.0 Date 28/07/2014 Table of Contents 1. Provisioning Lync Online... 1 1.1 Operating System Requirements... 1 1.2 Browser Requirements Administrative Centre... 1 2. Obtaining your login Credentials & Logging

More information

Magistrates Conference Microsoft Outlook Creating Folders, Creating Rules, Using OWA Presentation

Magistrates Conference Microsoft Outlook Creating Folders, Creating Rules, Using OWA Presentation Magistrates Conference Microsoft Outlook Creating Folders, Creating Rules, Using OWA Presentation Creating Outlook Folders: Folder Tab Folder ribbon tab, New Group, New Folder tool. Select the tool to

More information

SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED...

SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED... Table of Contents ABOUT... 4 Authorized Use... 4 Questions and Contact Information... 4 SYSTEM REQUIREMENTS... 5 FREE RESOURCES... 6 GETTING STARTED... 7 Account Creation Overview and Types of Accounts...

More information

SchoolMessenger for iphone

SchoolMessenger for iphone The SchoolMessenger app lets you quickly and easily send messages from anywhere using your iphone. Setting up and using the application is simple. This guide will show you how! [Important: Before you can

More information

NYS OCFS CMS Contractor Manual

NYS OCFS CMS Contractor Manual NYS OCFS CMS Contractor Manual C O N T E N T S CHAPTER 1... 1-1 Chapter 1: Introduction to the Contract Management System... 1-2 CHAPTER 2... 2-1 Accessing the Contract Management System... 2-2 Shortcuts

More information

The Cancer Institute NSW Grants Management System User Guide

The Cancer Institute NSW Grants Management System User Guide The Cancer Institute NSW Grants Management User Guide Version 1.1 12 February 2016 Contents 1. Registration 2 2. Login to the Institute s GMS 3 3. Forgot password 3 4. The home page 4 5. Creating a profile

More information

How to Reset Your Password for the ONRR Data Warehouse Portal

How to Reset Your Password for the ONRR Data Warehouse Portal How to Reset Your Password for the ONRR Data Warehouse Portal Audience This document is for all those who access the ONRR Data Warehouse Portal by starting at the following website: https://dwportal.mms.gov/.

More information

Tyler Client SharePoint User Guide

Tyler Client SharePoint User Guide Tyler Client SharePoint User Guide Introduction The SharePoint User Guide was created to assist the Tyler Client SharePoint Implementation Sites End Users. Modified date: 06/29/2012 Page 2 of 41 TABLE

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

Integrator. Outlook add-in guide. Service: corporategroup.co.uk

Integrator. Outlook add-in guide. Service: corporategroup.co.uk Integrator Outlook add-in guide Contents Contents... 2 Introduction... 3 Configuration... 4 Testing... 5 Dialling configuration... 6 Functionality... 8 Introduction Microsoft Outlook 2000 2013 32bit &

More information

USING THE LEWIS UNIVERSITY VPN

USING THE LEWIS UNIVERSITY VPN USING THE LEWIS UNIVERSITY VPN This document will explain how to connect to and use the Lewis University Virtual Private Network (VPN). LOGGING INTO THE VPN: 1. Launch Internet Explorer by double clicking

More information

Abila Grant Management. Document Management

Abila Grant Management. Document Management Abila Grant Management This is a publication of Abila, Inc. Version 2014 2014 Abila, Inc. and its affiliated entities. All rights reserved. Abila, the Abila logos, and the Abila product and service names

More information

Secure File Transfer Help Guide

Secure File Transfer Help Guide Secure File Transfer Help Guide Establish a Secure File Transfer Account When a package is sent to your email address, you will receive an email from the sender that includes a link to instructions to

More information