Save to Citrix ShareFile Bot
Eliminate manual data entry and ensure the accuracy and accountability of your business data and files. Automatically transfer documents to the Citrix ShareFile folder of your choice with the Citrix ShareFile Bot.Try automation, it’s free!
What the Bot does
The Bot uploads documents to the selected Citrix ShareFile folder based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically attach completed documents such as sales quotes or sales orders to the Citrix ShareFile folder of your choice.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 65 Workspaces
- Installed 352 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Save to Citrix ShareFile Bot. No coding required.
Save documents in a ZIP format, if needed
Configure Bot settings
First, connect to your Citrix ShareFile account. Once connected, pick a Citrix ShareFile destination folder from the list. Then, select the documents and forms you want to save to the folder.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select fields in a document and tell the Bot to export your document when these fields have been filled out.
Get your document exported to a Citrix ShareFile folder in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the document will be attached to the Citrix ShareFile folder you’ve selected.
Try pre-built workflows to experience the Save to Citrix ShareFile Bot in action
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