Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Save to Citrix ShareFile 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 the Save to Citrix ShareFile Bot
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.
Export Custom Values to Save to Citrix ShareFile Bot
Get your automated workflows up and running in minutes. No coding required.
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 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
Merchandise Order
The Merchandise Order Flow Template is used by companies that operate online businesses to streamline their sales processes.
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Project Request
The Project Request Flow Template is used by IT departments to collect feedback and requests from customers or employees in order to improve upon the services that their company provides.
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Job Application
The Job Application Flow Template is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
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Credit Report
The Credit Report Flow Template is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.
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Other Bots often used with the Save to Citrix ShareFile Bot
Speed up repetitious tasks without having to write code
Employ Save to Citrix ShareFile Bot
Start a new Flow and import forms or create documents right in the system to initialize the Bots option. Find a wanted Bot from the list.
Configure it
Open up the Bot adjustment menu. Complete all the required fields to modify general and advanced options. Don’t forget about determining activation circumstances in order to avoid false activations (you can include several conditions).
Investigate the way it works
Implement the workflow and discover the results. Ensure the software robots work correctly. If something fails, look into the Bots log to fix the mistakes and execute your Flow once again.
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