ShareFile Workflow Form Templates - Available via Web Portal

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  • Idea
  • Updated 3 months ago
I've been advised that the only ways to see a Workflow Form is via the mobile app, Outlook plug in or desktop client.  My business clients are in the pharma industry and as such are prohibited by their IT departments to install any software on any devices.  
It would be GREAT if my workflows and their respective forms were available via a link to a web browser.  Our company would have so many uses for a web form easily available.  Of course, it would have to be encrypted as our policies require for compliance. 
Would LOVE to see this added in the future!
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C. Sharp

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  • frustrated

Posted 4 months ago

  • 2
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Adi Chand, Employee

  • 4 Posts
  • 1 Reply Like
Hello, thank you for posting this idea. We are in the process of releasing Web Form Submit feature that will allow users to submit forms using a web browser. This feature should be available to you in the next few days. Once the feature becomes available, we will also update product documentation at: https://support.citrix.com/article/CTX225194
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Paulius Mantulovas

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Hi, web form submit is very needed feature. As I see documentation is not yet updated, this means that release schedule is changed?
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Adi Chand, Employee

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Paulius, Web Form submit is now Generally Available. We will get the docs updated
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C. Sharp

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Adi, There was a sentence added on 6FEB18 but it basically said users would have access via a web login.  The screenshot is so small I cannot even see read it.  Any idea when the documentation will be updated?  This is very time sensitive for my company.
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Adi Chand, Employee

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If your business clients already have ShareFile login, you can invite them while creating the workflow. They will be able to use the Forms section under workflow tab. See attached image. For now, Custom Workflows does not allow you to invite users who are not in the ShareFile system as a "Client" or an "Employee". 
  
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C. Sharp

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What we are looking for is a URL we can provide to our clients that does not require them to login.  We need them to fill out a form and have that form go to the correct person in our company for approval and then the approver sends it to a ShareFile folder.  Is this possible?  I did look at the "File Drop" feature but that is extremely limited in functionality.