ShareFile Integration

Easily generate custom proposals, contracts, and reports with Formstack Documents and store them in ShareFile.
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Streamline your file management

You’ll never need to worry about pulling files from a flash drive or digging for them in endless email threads. Just indicate which folders you’d like to use, and we’ll safely send your Formstack Documents files to ShareFile.
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Populate

Populate documents with data from your favorite apps (including Formstack Forms)

Send

Send generated file copies directly to your ShareFile account for easy retrieval

Simplify

Simplify file sharing and collaboration by consolidating all documents in a single location

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Check out this help article to learn how to create your own ShareFile automation process.


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