Documents from your templates
Quotes, letters and invoices are filled in from your records and saved to ShareFile.
ShareFile integration
File sharing and client portals for accounting, legal and other firms exchanging documents. Connect ShareFile to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
Popular ways to use ShareFile
Start with one of these, or describe your own.
Uploads filed for you
Documents clients send land in the right ShareFile folder, named your way.
Files beside the record
A client’s page lists their ShareFile files, so nobody goes looking.
How to connect ShareFile
Request ShareFile
In your portal’s Integrations tab, press Request access next to ShareFile. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to ShareFile, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your ShareFile data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
PandaDocFiles & documentsProposals, quotes and contracts with templates, e-signatures and payment collection.
DocusignFiles & documentsElectronic signatures for contracts, agreements and forms, with signing order and audit trail.
OneDriveFiles & documentsMicrosoft’s cloud storage for files and folders, with sharing and sync across devices.
ShareFile integration FAQ
Do I need my own ShareFile account?
Yes. You connect the ShareFile account your business already uses.
Which plans include the ShareFile integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one ShareFile account?
Yes. Connect as many as you need and choose which one each system uses.
Put ShareFile to work
Start your Free trial, then request ShareFile on Business Starter or Business Pro.