Connect to ShareFile
To connect to ShareFile:
- Login to your Hubdoc account
- Select the 'Accounts' link in the top right corner
- Select the 'Destinations' tab
- Select the 'Connect' button beside the ShareFile logo. You have now successfully connected your Hubdoc account with your ShareFile account
All documents uploaded or fetched from Hubdoc after the sync will be pushed to ShareFile if a rule has been set.
Next step: Set up a rule to automatically push documents to ShareFile.
Questions? Raise a case on Xero Central. If you don't have a Xero login, click here.