Electronic FileDrop Service (Citrix ShareFile)

This procedure shows you how to set up FileDrop to upload files to our secure portal.

  1. 1

    Introduction

    During the course of our engagement there may be times when we will require computer data files from you, such as backups from your accounting system, or we may require soft copies of source documents such as copies of contracts, invoices bank or investment statements and the like.

    At DFK Hirn Newey we provide our clients with a safe and secure electronic file drop service right from your desktop which saves you from having to copy files to an external backup drive or memory stick. This electronic file drop service is provided free of charge and directs the files straight to the person who you nominate.

    The system is straight forward and easy to use as can be seen from the following video:

  2. 2

    Accessing the FileDrop Site

    1. Open your Internet Browser. We will use Google Chrome, however you can also use Firefox, Windows Explorer or Safari.

    2. In the address bar select oursecure portal: dfkhn.sharefile.com/filedrop
      NOTE:  This link is permanently available on our website via CLIENT LOGIN - please select the Secure File Transfer option on this page.

    3. Enter your details in the fields shown on the screen and tick the “Remember Me” box and press Continue.

  3. 3

    Choose Recipient

    Press “Choose Recipient” from the dropdown menu to reveal the people who you can drop your file to.
  4. 4

    Select the Files for Upload

    Either drag your file into the“Drag files here” box or press the “Browse files” option shown on the screen and browse to your file.

    Press the Upload button.

  5. 5

    Completed Message

    Once completed, a message appears saying “File(s) uploaded successfully.

  6. 6

    Bookmark the address

    We recommend that you bookmark this locationfor future use as follows:

    1. Press the yellow Star on theaddress bar or select “Bookmarks - Bookmark this page” from the Menubar”.
    2. Change the bookmark name to DFKHNFile Drop
    3. Press Done.

  7. 7

    Create Desktop Shortcut

    You can also create a desktop shortcut for accessing the Drop Filesite. The procedure for doing this will vary depending on your preferred desktop operating system and Internet browser used.

    For example, the following shows how to create a website shortcut ona Windows desktop using Internet Explorer.

  8. 8

    Other Systems

    For other systems, please refer to your computer and browser instructions or contact your preferred IT consultant if you need further assistance.