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Upcoming Events and Webinars

Sep 08, 2021 • 12:00 PM On Demand

15 minute feature spotlight: ShareFile plugin for Outlook

Avoid email restrictions that hold your business back. Using the ShareFile plug-in for Microsoft Outlook, you will be able to send large files without any problems.
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May 04, 2022 • 12:00 PM On Demand

Tips for team collaboration in ShareFile

In this half hour webinar, you'll learn how to share files and folders like a pro, automate common feedback and approval processes and send finalized documents for signature.
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Jun 01, 2022 • 12:00 PM On Demand

15 minute ShareFile Feature Spotlight: Citrix Files for Windows and Mac

Join this webinar if you use the Citrix Files for Windows or Mac tool today, or are looking for ways to increase your productivity with ShareFile.
Watch Now New Users
Jun 07, 2022 • 12:00 PM On Demand

Getting Started with ShareFile

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Jun 09, 2022 • 01:00 PM On Demand

Admin Settings in ShareFile

Ready to deep dive into the admin settings of your account and learn how to use advanced features like the User Management Tool? Join this webinar to learn from our experts how to best configure your account.
Watch Now Advanced Users
Jun 13, 2022 • 12:00 PM On Demand

Top 5 features to keep you secure with ShareFile

In this webinar, review how to enable advanced features such as authentication options using multi-factor authentication, using email encryption, and connecting with a Data Loss Prevention integration.
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Jun 23, 2022 • 12:00 PM On Demand

Admin settings and features in ShareFile

Ready to deep dive into the admin settings of your account and learn how to use advanced features like the User Management Tool? Join this webinar to learn from our experts how to best configure your account.
Watch Now New Users
Jul 19, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - July 19th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Jul 21, 2022 • 01:00 PM On Demand

Admin settings and features in ShareFile - July 21st

Ready to deep dive into the admin settings of your account and learn how to use advanced features like the User Management Tool? Join this webinar to learn from our experts how to best configure your account.
Watch Now New Users
Jul 27, 2022 • 12:00 PM On Demand

RightSignature 201

Join this webinar to learn about advanced RightSignature features including feedback and approvals, templates, admin settings and more! Speaker: Cord Wartman, Customer Success Engineer
Watch Now Advanced Users
Aug 04, 2022 • 03:00 PM On Demand

Get the most out of Podio to organize, communicate, and get work done

Run your business in the way that makes sense for your team with this flexible platform. From creating online forms with no code required, to organizing your team projects, learn how to best use Podio in this live webinar with our product experts.
Watch Now New Users
Aug 17, 2022 • 12:00 PM On Demand

ShareFile VDR Webinar - August 17th

Join us for this getting started webinar focused on ShareFile Virtual Data Rooms (aka VDR). From managing M&As to securing IPOs, a complete due diligence solution, ShareFile VDR can do it all. Jordan will teach you how to use ShareFile VDR dynamic watermarking, click trails, and view-only permissions to lock down data. We will also go over how this looks for your clients and their experience in your virtual data room.
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Sep 07, 2022 • 01:00 PM On Demand

What's New and Cool in Sharefile - September 7th

Learn about the new features of ShareFile in this interactive webinar. We'll go over the new Microsoft Teams sharing integration, send for signature from anywhere, co-editing, and more!
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Sep 20, 2022 • 12:00 PM On Demand

Security Analytics for ShareFile

A successful ransomware attack can cripple your business. See how proactive security and automation can detect and prevent ransomware before it strikes. Citrix Analytics for Security starts by using machine-learning algorithms to understand your user’s behavior. It then spots unusual behavior like mass downloading and uploading of files, the signature of a ransomware attack. More than a notification system, this is when Citrix Analytics for Security springs into action. Proactive, automated actions like logging users out, locking accounts, and expiring links to shared documents prevents further damage. Learn more about this service by joining our webinar
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Sep 21, 2022 • 01:00 PM On Demand

Podio 101 - Let's start with the basics

Join us to learn the basics of Podio. If you're just getting started or want to make sure you are using your account correctly, join us to learn how Podio can transform how work is done with versatile forms, powerful data collection, and automated client and document workflows.
Watch Now New Users
Sep 27, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - September 27th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Sep 29, 2022 • 01:00 PM On Demand

Admin settings and features in ShareFile - September 29th

Ready to deep dive into the admin settings of your account and learn how to use advanced features? Join this webinar to learn from our experts how to best configure your account.
Watch Now New Users
Oct 11, 2022 • 12:00 PM On Demand

Getting Started with Sharefile - October 11th

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Oct 12, 2022 • 09:00 AM On Demand

Podio as a CRM

We often see CRM tools that are incredibly dull, overly complicated, or both. Podio is designed to make tracking your leads and sales as lightweight and easy as possible. Combined with real-time communication and task management in one place – Podio is the first CRM your team will love to use.
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Oct 18, 2022 • 12:00 PM On Demand

Getting started with RightSignature

How does RightSignature work? Great question! Join us for this webinar to learn the basics of RightSignature. We'll go over how to send a document for signature, create templates, and create a quick and easy experience for your clients.
Watch Now New Users
Oct 20, 2022 • 01:00 PM On Demand

RightSignature Experts: Packager and Bulk Send

Become the RightSignature expert you've always wanted to be! Join us for this live webinar to go over the advanced features of RightSignature including packager and bulk send.
Watch Now Advanced Users
Oct 27, 2022 • 01:00 AM On Demand

ShareFile Experts: Folder Structure and Data Best Practices

We all share files with people both inside and outside our company daily — it's the nature of the modern working world. We know it's important to protect our data or our clients' confidential data, but it’s cumbersome to know when and how to send files securely.
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Nov 02, 2022 • 10:00 AM On Demand

201 - Podio with Workflow Automation | 10:00 - 11:00 am EDT

Are you ready for robots to take over your job? Yeah, neither are we. But, wouldn't it be cool if we could automate some of the mindless and tedious tasks that we do regularly. With workflow automation and Podio, you can create workflows to automatically create or update records, assign tasks, and send customized email notifications to customers when records are updated according to your business rules.
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Nov 08, 2022 • 12:00 PM On Demand

Getting Started with ShareFile - November 8th | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Nov 22, 2022 • 12:00 PM On Demand

Getting Started with ShareFile - November 22nd | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Nov 29, 2022 • 12:00 PM On Demand

ShareFile Experts: Desktop and Other Apps | 12:00 - 1:00 pm EST

Consider yourself a ShareFile Expert? Join this webinar to learn about the desktop applications and email plug-ins that extend the value of your ShareFile account beyond the browser!
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Dec 06, 2022 • 12:00 PM On Demand

Getting Started with ShareFile - December 6th | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Dec 13, 2022 • 12:00 PM On Demand

Get ready for tax season! Have a smooth 2022 tax year with ShareFile and e-Signature - December 13th | 12:00 - 1:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks in the ShareFile web application.
Watch Now New Users
Jan 12, 2023 • 12:00 PM On Demand

ShareFile Experts: 3 best ways to collaborate with your clients - January 12th | 12:00 - 1:00 pm EST

Consider yourself a ShareFile Expert? Join this webinar to learn about the desktop applications and email plug-ins that extend the value of your ShareFile account beyond the browser!
Watch Now New Users
Jan 26, 2023 • 01:00 AM On Demand

ShareFile Experts: Collaborating with Microsoft and ShareFile - January 26th | 1:00 - 2:00 pm EST

Consider yourself a ShareFile Expert? Join this webinar to learn about the desktop applications and email plug-ins that extend the value of your ShareFile account beyond the browser!
Watch Now New Users
Feb 02, 2023 • 01:00 PM On Demand

RightSignature Experts: Create and use templates for faster execution

Looking to speed up your signature processes? Learn from Cord on how to create and utilize templates in RightSiganture to save time and get work done!
Watch Now Advanced Users
Feb 16, 2023 • 01:00 PM On Demand

ShareFile Accounting Experts: The top 5 features of our most active accounting firms

Watch Now Advanced Users
Feb 21, 2023 • 12:00 PM On Demand

Getting started with RightSignature

Learn how to send documents for signature that can save you time and money!
Watch Now New Users
Feb 23, 2023 • 11:00 AM On Demand

Podio Experts: What Counts in Accounting

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Feb 28, 2023 • 12:00 PM On Demand

ShareFile Getting Started - New Share Flow!

New to ShareFile? Learn how to best set up your account and complete basic tasks like a pro! We'll also go over the new way you share files in ShareFile!
Watch Now New Users
Mar 09, 2023 • 01:00 PM On Demand

ShareFile Experts: Are your emails secure?

Top 3 security features of ShareFile! We'll cover securely emailing with ShareFile, how-to manage your ShareFile inbox, and use our ShareFile Outlook Plug-in!
Watch Now New Users
Mar 28, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - March 28th | 12:00 pm EST

New to ShareFile? Join this webinar to learn how to best set up your account and complete basic tasks like a pro! We will also go over the new way you share files in ShareFile!
Watch Now New Users
Apr 06, 2023 • 01:00 PM On Demand

ShareFile Special Edition: Learn custom branding! - April 6th | 1:00 pm EST

Make your account feel like you! Learn custom branding tips and tricks from two ShareFile branding experts!
Watch Now New Users
Apr 11, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - April 11th | 12:00 pm EST

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! Have a burning ShareFile question? Ask our live Panelists during the webinar by posting in the Q&A!
Watch Now New Users
Apr 25, 2023 • 12:00 PM On Demand

Getting Started with ShareFile - April 25th | 12:00 pm EST

New to ShareFile? Join this webinar to learn the fundamentals! We'll show you how to best set up your account and complete basic tasks like a pro! Have a burning ShareFile question? Ask our live Panelists during the webinar by posting in the Q&A!
Watch Now New Users
There are currently no scheduled events or webinars. Please check back for upcoming dates.
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