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Applicable Products
- ShareFile
Objective
Secure, one-click access to ShareFile without opening a web browser. Focused on speed and convenience, this app is a flexible way to manage your ShareFile account with drag and drop functionality, keyboard shortcut support, native interactions and adjustable, modular windows.
This app is available on all ShareFile plans. Both employee and client users may use this app. This app supports SAML login, Two-Step Verification, File Versioning, and Connectors.
Limitations
- Pushing this app via Group Policy is not currently supported.
- This app only supports a per-user installation.
- This app cannot be used to access data on a Restricted Zone.
Instructions
Getting Started | Features and Functions | Other |
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System Requirements
- Mac OS X 10.11 or later
Install
Download ShareFile Desktop for Mac from the Apps page of your ShareFile account. Once you have downloaded the DMG file, drag and drop it into your Applications folder.
You must accept the License Agreement to install the app. This app only supports a per-user installation.
Using ShareFile Desktop
When starting the ShareFile Desktop app for the first time, you will be prompted to sign in with your ShareFile credentials.
Once you have signed in, use the navigation drop-down to select the section of your ShareFile account you would like to view.
File Box access
Users with access to the File Box can manage files stored there from the Personal Folders location. The File Box is only available to Employee users that have been granted the appropriate permissions.
Upload Files
There are many ways to upload when using ShareFile desktop. You can upload both files and folders, as well as upload multiple files simultaneously. Once you have chosen a file for upload or dragged a file to the app, it will be uploaded. Upload times may vary based on your connection, the size of your file, and the number of files being processed.
Click the upload button at the bottom of the app
or
Drag and drop files wherever you want them
or
Copy and Paste a file directly into the app
Download Files
There are many ways to download files with the ShareFile Desktop app. You can download files and folders, as well as download multiple items simultaneously.
To download a file, you can do one of the following:
- Double-click the file
- Ctrl+Click the file and select Download
- Select the file(s) and choose the Download option at the bottom of the app.
- Drag the file to a location on your Mac
View Queue
You can view the progress of uploads and downloads in the Queue. You can access the Queue using the drop-down menu in the upper left.
Share Files
You may share multiple files simultaneously by selecting them and using one of the options listed below. You can share files in one of two ways: Email with ShareFile or Copy a Link, as well as customize the relevant options before sending the message or generating the link. Accounts with View-Only Sharing enabled may share files as view-only.
To share files, do one of the following:
- Click the item(s), then choose your Share option in action menu at the top, or the Share option in the bottom bar
- Ctrl+Click a file and select your preferred Share option.
Email with ShareFile
A secure message will be sent via the ShareFile email system. Access the Message Options tab to configure notification and security settings for this individual message. The options available to you will vary based on your account type and permissions.
Copy a Link
Clicking Copy a Link will automatically place a link to the file in your clipboard. You can paste the link into your preferred browser, email, or chat program.
If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message. The options available to you will vary based on your account type and permissions.
Initiate Approvals / Workflows
You may send a file for approval or feedback from the Desktop app. To do so, access the file's Share options as depicted in the screenshots above, and select the appropriate workflow option.
Note: this feature is only available for accounts that support workflows.
Preview files with Desktop for Mac
You can preview supported file types right from the Desktop for Mac app.
To preview a file, control-click the file you wish to preview and select the Preview option. The preview will load in a separate module.
Note: Not all file types are guaranteed to generate as a preview via the Desktop app. Unsupported files will not display a Preview option. For a full list of supported file types, please refer to this article. In the event your account has file preview restrictions, those restrictions will also apply in the web application.
Note: Previews for .xlsm and .ppsx files are not currently supported.
Grid View
Adjust how your files and folders are displayed with the Grid View button. Note: Not all file types will generate a thumbnail preview.
This feature requires Mac OS X 10.11 or 10.12.
Request Files
You can quickly request files to a specific folder on your ShareFile account. You may send request via the ShareFile email system or generate a link you can copy and paste into your preferred program.
To request files:
Access the Actions menu in the top of the app and choose Request Files
Or
Ctrl-click an empty space in the folder of your choosing and select Request Files
If requesting files via the ShareFile email system, you can customize your notification and security settings for this particular message. You can also change the destination where files will be uploaded.
Clicking Copy a Link will automatically place a link in your clipboard. You can paste the link into your preferred browser, email, or chat program, and your coworker may use the link to upload files. If you would like to customize the options of this link, click the Gear icon to the right of the Copy a Link option. The link options shown below allow you to customize various notification and security settings for this particular message.
Manage Files
Using the ShareFile Desktop app, you can quickly manage your files in a variety of ways. Ctrl-click a file or files to access different actions. Files and folders can be downloaded, shared, copied, moved, renamed, deleted, checked out, and noted.
Move Files
You can drag and drop files and folders to other locations on your ShareFile account within the ShareFile Desktop App. When selecting to move a folder or file manually, you must select the destination in the folder tree. You may also create a new folder within a destination where you have upload permissions.
If you attempt to move an item to the root level of Shared Folders, or to a folder where you do not possess upload permissions, you will receive an error message indicating so. Keep an eye out for the exclamation point icon when moving files.
Manage Folders
The ShareFile Desktop app preserves the granular folder control available in the web application. Once created, you may name the folder. You may download, share, copy, move, rename and delete folders by Ctrl-clicking the folder itself, assuming you have the required permission for your desired action. You may also make the folder a Favorite Folder in the Status column.
To create a folder:
Click the Create Folder icon at the bottom of the app
or
Ctrl-click the location where you wish to create a folder and choose the Create Folder option
File Versioning
Accounts with File Versioning enabled can view previous versions of files by clicking the blue icon shown below.
Check In / Check Out
ShareFile Desktop supports the check in check out feature. To check out a file, Ctrl-click a file and select Check Out. A checked out file is indicated by an orange icon in the Status column.
Once you are finished working on the file, you can check in the file by Ctrl-clicking the file in the ShareFile Desktop app and selecting Check In. You must upload the new file by dragging or selecting the file.
ShareFile Connectors
The ShareFile Desktop App allows access to SharePoint and Network Shares. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download, upload or modify files within your SharePoint or Network Share locations depends on your permissions in those locations.
Personal Cloud Connectors
The ShareFile Desktop App allows access to Personal Cloud Connectors such as Dropbox, Google Drive, OneDrive and Box. If this feature is enabled for your account, access these locations via the Navigation drop-down menu. Please note that your ability to download files within these connectors depends on your permissions in those locations.
You may download files from the other services.
Note: Not all file and folder actions are available for files stored in other cloud storage services.
Offline Status Indicator
If you experience connectivity issues resulting in the loss or interruption of an internet connection, a message will be displayed at the top of your Desktop App. The app will attempt to reconnect.
Preferences and Log Out
You can access app preferences and the Log Out option from the Apple Menu bar.
Preferences include the below options:
Remove User - Use this button if you wish to log out of the currently logged in user.
Enable Auto-Login - Disable this feature if you want users to sign into their account upon accessing the ShareFile Desktop app.
App Window - Adjust what happens to your app upon closing.
Default Share Settings - These are the default settings used when Sharing files. These are settings used when using the Copy a Link feature unless you change them individually prior to sending.
App Launch at Login
Download Citrix Sharefile Sync
By default, the ShareFile Desktop App for Mac will launch when you log onto your Mac device.
This setting can be disabled in your System Preferences, under Users & Groups > User > Login Items.
Applicable Products
- ShareFile
Information
As of February 14, 2020 ShareFile Sync for Mac up to version 3.0 will begin deprecation. The upgrade path is to update the tool to Citrix Files for Mac. Please visit the Citrix Product Matrix for more information on Citrix Product Lifecycles. Deprecation may take several weeks to complete and the tool may still be temporarily available for some users during this process. |
Citrix Receiver For Mac
Already installed Sync for Mac? Click here to check out the user guide!
Supported Localization: English, Spanish, German, French, Japanese, Simplified Chinese, Korean, Dutch, Russian and Portuguese.
Limitations (the following actions are not supported):
- Syncing to a network drive
- Creating a network drive out of a ShareFile folder
- Mapping a folder inside the ShareFile sync folder
- Syncing to a public folder that is shared on your network
- Non-admin installations are currently not supported
- ShareFile recommends adhering to a file path limit of no longer than 180 characters. Please shorten the path name by renaming its folders or in the case of Shared Folders, by only selecting the specific shared folders for synchronization instead of the root of the shared folder.
System Requirements
- 10.10 Yosemite or later
- High Sierra support requires Sync for Mac v 2.9.116.1 or later
Install ShareFile Sync for Mac
To download the sync tool, log in to your ShareFile account, click Apps in the navigation bar and then locate Sync for Mac. Click the Download button to download the installation file. Once the installation file has been downloaded, double-click the installation file. First, double-click the ShareFile icon to begin installation.
You will be prompted to enter the email address associated with your ShareFile account. You may also select additional folders to sync. Use the folder tree to select which files within your Personal Folders to sync. (You can modify which folders you wish to sync later in the Sync Preferences.
Note: Removing a folder from your list of synced items will move that content to your computer's Recycle Bin.
Setting the sync location
To change the sync location on your Mac, access the Dashboard then select Preferences.
Access the folder location beneath Sync Location in order to change it. Please note that in order to change the sync location, the destination you select must be an empty folder.
Customizing sync access
Support for selective enablement of the sync tool allows you to limit access to specified users, typically those with managed or corporate devices. This feature is only available to Enterprise plans.
To use this feature with a ShareFile account that has the sync tool access set to Disabled, you must specify a custom key that is generated by your ShareFile administrator. ShareFile administrators can set this key by clicking Admin in the top navigation bar of their ShareFile account and then selecting Power Tools in the sidebar.
Under Sync, administrators can select Disabled to enter a custom 256-bit key.
On ShareFile Sync for Mac, this generated key must be added via Terminal.
To do so, run the following command, inserting the Generated Key where indicated:
- defaults write com.citrix.sharefileFL.SFSyncEngine CustomSharedKey <EnterGeneratedKeyHere>
Additional Notes
Citrix ShareFile Sync for Mac supports StorageZones. (Restricted Zones are not supported).
This tool auto-updates. It will check for updates every day, and will only prompt for an administrator's password when certain files that require system changes are updated. The auto-update feature can be disabled for an account by contacting ShareFile Support.
Unlink Your Account
To unlink your account, click the Unlink button in the upper right when viewing the Preferences menu.
Uninstall Sync for Mac
ShareFile recommends the following for Advanced Users. If you have a significantly large amount of data stored with your ShareFile Sync for Mac app, please consult your ShareFile Administrator prior to completely uninstalling the app.
Sync for Mac installations include an 'uninstallSync.sh' file. To perform a clean uninstall of Sync for Mac:
- Exit Sync for Mac
- Run the following command in Terminal.
- sh /Applications/ShareFile.app/Contents/uninstallSync.sh
Sharefile Download Desktop
Additional Resources
Download Sharefile Desktop App
CTX240144 - Sync Not Working After Password Reset - Citrix Files/ShareFile Sync/Drive Mapper