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Connect to ShareFile

Check Out This ShareFile Article on our Blog!

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 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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