Connect to ShareFile

To connect to ShareFile:
  1. Login to your Hubdoc account
  2. Select the 'Accounts' link in the top right corner
  3. Select the 'Destinations' tab
  4. 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.

Next step: Change the folder destination.

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