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Publishing Files to ShareFile

Table 21. Availability - Legacy plans


Overview

Once an integration with ShareFile is set up, all users can publish files to ShareFile from Wrike.

Note

When setting up an integration, admins have the right to rename the integration as well as change its icon. If you don't see Citrix ShareFile in the list of locations to which you can upload files from Wrike, please contact your account admin for more information.

Uploading files from Wrike to ShareFile

Note

Wrike users have to log into ShareFile to attach, preview, and download files from ShareFile, as well as upload files from Wrike to ShareFile.

  1. Open any task, folder, or project in Wrike from where you want to publish files to ShareFile.

  2. In the list of attachments (under the description field), select one or multiple files you want to upload 1.

  3. Click on the Upload to Citrix ShareFile 2 icon that appears above the attachment list. Alternatively, right-click a file, hover over Upload to 3, and select Citrix ShareFile 4 from the list.

  4. In the pop-up that appears, select the folder where you would like to upload the file to 5. Please note that you can only upload files to folders you have access to in ShareFile.

  5. Click Next. 6

  6. Here, you can rename the selected file or files. 7 Files won't be renamed in Wrike but will be uploaded to ShareFile under their new names.

  7. You can add a description to the file while uploading it to ShareFile. 8 If you have a text-type custom field called "Description" added to this task, folder, or project, the description will be filled out automatically.

  8. Click Upload to publish files to ShareFile. 9

publishing_sharefile_2.png

Important

By default, if you upload a file to a location in ShareFile where another file with a name already exists, the new file will be added as a version of the existing file. This can be changed in ShareFile settings.

Once you're finished, you will see the ShareFile icon next to the file's name in Wrike.

Note

After you've uploaded the file to ShareFile, it will no longer be stored in Wrike. When the file is updated on the ShareFile side, Wrike will also display the latest version when the user clicks on the attached file.

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