Sharefile Integration
Easily connect ShareFile to TrueContext to simplify file storage, streamline mobile workflows, and securely share documents with your team and clients. Pair it with our Mobile Forms app to keep field data accurate and on time.
Understanding ShareFile Integration in Field Service
ShareFile integration enables field technicians and office staff to securely upload, store, and access job-related documents from anywhere—right from the ShareFile mobile app or the TrueContext app.
- Automatically sync completed job reports, photos, and files
- Centralize all documents in ShareFile for easier access and compliance
- Reduce manual uploads and paperwork
Key Benefits of ShareFile Integration
Using ShareFile with TrueContext creates a seamless data flow between the field and your document storage system, improving efficiency, accuracy, and security.
- Auto-organize files by customer, job ID, or technician
- Deliver PDFs or Word Docs to specific folders or users
- Minimize manual handling with metadata and automation
- Use structured data from ShareFile to streamline mobile workflows
Looking for broader connectivity? Explore TrueContext’s field service integration options.
Setting Up a ShareFile Integration with TrueContext
TrueContext offers out-of-the-box ShareFile integration for field operations. To get started, connect your ShareFile account, configure access permissions, and define folder routing or data source options. Once connected, you can start automating both data submissions and pre-filled form inputs from ShareFile.
Data Destination
Mobile form data collected in the field with TrueContext can be submitted and routed to a ShareFile account. Data can be shared with a team or clients, or kept private. TrueContext can optionally route data to a folder, or a new folder can be dynamically created based on data submitted. The destination implementation supports the ShareFile MetaData API, which allows the TrueContext admin to configure data captured in mobile forms to be written as file metadata in the ShareFile system.
Data Source
TrueContext can also be linked to a ShareFile account as a Data Source. Data hosted in ShareFile (such as price lists, parts lists, customer contact info, etc.) becomes available for input in mobile forms on the TrueContext App. Additionally, with the ShareFile User Group Data Source, ShareFile Distribution Groups allow admins to organize groups of other users.
Supported formats
TrueContext supports a variety of file formats when using ShareFile as both a data destination and a data source, making it easy to integrate with existing business systems.
Data source:
Data destination:
CSV, XML, JSON, XLSX, XLS
PDF, Word Doc, JSON, XML, HTML, CSV, iCal, vCard, DREL, Freemarker
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Frequently Asked Questions
Can I automatically route submitted forms to specific ShareFile folders?
Yes. TrueContext can dynamically create folders in ShareFile based on form data (e.g., customer name or job number) and route files to the appropriate location.
Is ShareFile integration secure?
Yes. All file transfers are encrypted, and ShareFile includes enterprise-level security and compliance features, including support for HIPAA and GDPR. For more details on data protection, see TrueContext Compliance and security.
Can I use ShareFile files as inputs in my TrueContext forms?
Yes. You can connect ShareFile as a data source. Files such as parts lists, customer information, or pricing tables can populate dropdowns or pre-fill fields in your mobile forms app.
How does ShareFile compare to other tools?
For example, ShareFile vs. Dropbox: For field service, the difference often comes down to the depth of integration and support for metadata. ShareFile’s metadata and user-group features—combined with TrueContext routing and document generation—make it easier to organize records by asset, site, or work order and keep audits tidy.
Where can I find help with ShareFile?
For account issues, check ShareFile support resources. For connection setup, routing rules, or form design, your TrueContext admin or our team can help—see our field service integration page for options.
