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.

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

4.5 out of 5

(37 votes)

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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.

View the Bots log or use tags to check if the Bot ran successfully

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.