ShareFile

Jan 17, 2024

Looking to integrate Pipeline with ShareFile so that you don't have to constantly follow-up and remind customers to send missing documents? Just follow this solution guide.

Prerequisites

You will need the following before you can integrate with ShareFile:

• ShareFile account

Embed ShareFile as a step

Want to embed ShareFile as a step in your flow? Here's how to set up this integration.

Link to your File Drop

Adding a link to your File Drop is a simple way to embed ShareFile into your step, see ShareFile documentation.

Your ShareFile Url will look something like this:

https:/yourcompany.sharefile.com/filedrop/[file_drop_id]/

Note, the ShareFile File Drop has some technical limitations:

• The ShareFile widget does not work on mobile devices, ex: users cannot upload pictures of documents via their phone.
• The ShareFile widget does not support pre-filling the contact information fields: name, email, company.
• After a user completes their upload via the ShareFile widget, they must manually return to Pipeline and complete the Pipeline step to move forward, which is not a smooth customer experience.
• All customer documents are uploaded into a folder dump and you have to manually sort it.

Embed your Remote Upload Form as a widget

You can also embed your Remote Upload Form widget as part of the step instructions. 

Click the code icon in Pipeline to open the code view and copy-and-paste the ShareFile widget embed code.

Your customer will see the ShareFile upload widget in their step, see example below:

Note, the ShareFile widget has some technical limitations:

• The ShareFile widget does not work on mobile devices, ex: users cannot upload pictures of documents via their phone.
• The ShareFile widget does not support pre-filling the contact information fields: name, email, company.
• After a user completes their upload, they must manually return to Pipeline and complete the Pipeline step to move forward, which is not a smooth customer experience.
• All customer documents are uploaded into a folder dump and you have to manually sort it.

Integrate with ShareFile

Embed your Remote Upload Form as a widget (seamless w/ API)

Create Remote Upload Form

In ShareFile, go to Settings → Advanced Preferences → Remote Upload Forms → Add New Form.

• Form Description
  • Enter a description that's meaningful and descriptive (ex: Client Upload - Pipeline - Tax - Individual), because you will not be able to change or review the settings later
• Choose Destination Folder
  
  • Be sure to select a folder that Pipeline Bot will receive notifications for
• Return users to this URL after form is successfully submitted https://[yourcompany].pipelineapp.io/app/forms/api/sharefile/remoteupload/complete/
• Request Uploader Info Yes

Kick-off Pipeline when customer uploads a file to ShareFile

• Create a flow with Step 0 as a ShareFile integration
• Add API File Upload in the name
• Add Form Field Template ShareFile API File Upload to Step 0