ShareFile Integration Partners

All Integrations

  • Applied Systems logo

    Applied Systems

    Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada and the United Kingdom. By automating the insurance lifecycle, Applied enables millions of people around the world to safeguard and protect what matters most.

  • BidPlanroom logo


    BidPlanroom is an easy-to-use web application that streamlines the construction bidding process for general contractors and subcontractors and gives general contractors unparalleled control over their projects.

  • Cotap logo


    Cotap is a simple, secure mobile messaging app for teams. When you share a ShareFile document via Cotap, recipients will see it instantly, via a push notification on their phone, or a desktop notification if they are at a computer.

  • Google logo


    Our strategic integration with Google Cloud gives your teams the tools to boost collaboration, streamline workflows, and work securely from any device, anywhere.

  • Hubdoc logo


    Hubdoc centralizes your key financial docs automatically, ready to be synced to cloud destinations such as ShareFile. By combining the two, backup of key financial docs is automatic, effortless and secure. Bank statements, check images and deposit slips are automatically delivered by Hubdoc to a ShareFile account, filed in the correct folder and named appropriately. Source documents such as the invoices and receipts that back up key financial transactions are available immediately to accountants and bookkeepers in their ShareFile account via Hubdoc.

  • Microsoft logo


    ShareFile serves as a complement to the existing Microsoft infrastructure, furthering extending the value of Office and Office 365 subscriptions and further leveraging Azure investments.

  • Onward Technologies logo

    Onward Technologies

    Provides ability to share files from the Open Text eDocs repository to the ShareFile site, maintaining an audit trail of the action within the eDocs system. Users want to Share documents that are housed and protected by the eDocs DMS without first having to export them to a native desktop file, etc. The user can, from any eDocs search results list, right click and export a document directly to ShareFile, with an email generated link to send to the recipient(s). The link can be limited by number of downloads or time restrictions, and there are provisions to require user identification and for sender notifications when the document is accessed in ShareFile. An Audit entry is written to the eDocs history noting the transfer.

  • Orion logo


    The integration allows Orion customers to seamlessly access, share, and manage documents within ShareFile’s secure vault. With the connection to ShareFile from within the Orion interface, you have the ability to generate reports and direct them to specific ShareFile folders for secure storage.

  • ProntoForms logo


    The integration between ShareFile and ProntoForms allows data to be share between the two systems. ProntoForms can pull CSV data from files stored in ShareFile, and use this data to configure pick lists and drive automatic population of answers on mobile forms. ProntoForms can also store the results of submitted mobile forms in a ShareFile account in various document (i.e. PDF, DOCX, HTML) and data (i.e. XML, JSON, PNG, JPEG, sound file) formats. The ShareFile file system location of files generated by ProntoForms is determined dynamically at runtime, based on user-defined rules in the ProntoForms system (i.e. form meta-data like date/time submitted, form name; or, mobile form user-provided data like answers to specific form questions).

  • Readdle logo


    ShareFile integration is now offered with two Readdle’s flagship products. They are quite different in nature, however they both address the question of mobile document management. The first tool is PDF Expert—an application for individual usage that millions of people are using to edit PDFs, fill in PDF forms, annotate documents and sign contracts on the iPad.

  • Redtail logo


    Redtail delivers web-based Client Relationship Management (CRM) solutions for the financial professional. Unlike traditional CRM solutions, Redtail CRM is easy to use, quick to deploy and delivers a rapid return on investment.

  • Fujitsu ScanSnap logo


    The ShareFile Plugin for ScanSnap allows ScanSnap users to quickly save scanned documents directly to ShareFile, without having to save a copy of the document to the local computer. This feature is compatible with both ScanSnap Desktop and Mobile scanners. ShareFile’s seamless integration with ScanSnap series scanners provides the most streamlined and secure workflow available for digitizing, storing and sharing documents. For current users of ScanSnap scanners, they now have enterprise-grade security and collaborative workflow at their fingertips.

  • Sfax logo


    Designed for the rigors of healthcare, Sfax enables you to cloud fax without printing a single physical document. Sfax allows healthcare organizations to securely send, receive, annotate, and manage faxes to eliminate manual processes and paper and maintain HIPAA compliance. ShareFile partners with Sfax to securely send faxes and save files to specific ShareFile folders all in one effortless step via Print to ShareFile or Print to Sfax.

  • Smarsh logo


    Need a more robust and complete way to archive? ShareFile has a new integration with The Archiving Platform™ from Smarsh, the popular comprehensive archive platform, to create the only solution that meets the regulatory requirements for both online file sync and share and immutable retention. The latter means data is stored and secured indefinitely in an unalterable, and search-ready state that makes audits and maintaining compliance simpler and more effective.

  • SmartBidNet logo


    SmartBidNet is the preferred invitation to bid software for commercial general contractors worldwide. With the SmartBidNet bid management software, general contractors can access a web-based and mobile platform to streamline their bid project data, documents and subcontractor communications. SmartBidNet with ShareFile allows thousands of general contractor users around the world to seamlessly sync and upload construction project documents from ShareFile to their SmartBidNet online plan room. This allows users greater accessibility to project documents, more efficient file distribution, and stronger protection for data backup, archival and disaster recovery purposes.

  • Sony Digital Paper logo

    Sony Digital Paper

    Your paper trail ends here. Yellow pads, loose papers, and file folders are a thing of the past. Sony's handheld letter-size Digital Paper lets you easily and securely access files, make and upload handwritten notes and annotated documents, save the files or archive for sharing with clients, colleagues, and co-workers. Increase productivity and streamline collaboration with others via shared files that show your markings and highlights. This superlative tool is durable, portable, and easy to use, with a user-friendly screen that reflects ambient light for easy legibility both indoors and out. Digital Paper makes an ideal complement to laptops and tablets. Digital Paper is now integrated with the Citrix ShareFile cloud storage and file sharing service. Now professionals can retrieve and send documents wirelessly on Digital Paper, enabling a seamless transition between the office and a mobile location.

  • TeleSign logo


    ShareFile partners with TeleSign to provide ShareFile users enhanced security on their accounts. TeleSign's SMS & Voice authentication adds an extra layer of protection to ensure sensitive user information isn't exposed.

  • TrialPad logo


    Access your ShareFile documents directly from within TrialPad.

  • Zapier logo


    Zapier (rhymes with happier) empowers you to connect ShareFile with the other apps you use to run your business. You can securely share large data files and automate repetitive tasks, saving you time and drudge work.

I would like to integrate with ShareFile

Citrix technology partners integrate with the ShareFile product through a rich API. Citrix actively seeks partnerships that provide the market with a solution that meets the need of our mutual clients, extending functionality and mutually enhancing our product offerings. Here are just a few of the benefits we offer to partners:

  • Blog about partnership
  • Newsletter mention
  • Link from our partners page to your website
  • Partner profile/case study
  • Opportunity for a webinar promoted on the ShareFile integrations page 

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