ShareFile

LogicalDOC integration with ShareFile allows you to import and export documents and folders between both applications.

Account

When you setup your ShareFile account you have to configure accordingly your LogicalDOC's profile. Open the menu Tools → ShareFile → Account and fill the form with your data.

Confirm with Save and now you are ready to use your ShareFile in LogicalDOC.

Export

Select the folder or document(s) that you wish to export. Open the Tools menu and select Export to ShareFile (Tools → ShareFile → Export to ShareFile).

Next, choose the remote ShareFile folder you wish to export your files to. Click Select.

A popup message will appear asking you to confirm. Click Yes.

Wait for the export process to complete.

Import

Select the folder in LogicalDOC that you wish to import into. Open the Tools menu and select Import from ShareFile (Tools → ShareFile → Import from ShareFile).

Select the items that you wish to import from your ShareFile account. You can select multiple items.

Once you have chosen, press Select. A popup message will appear asking you to confirm. Click Yes. When the documents have been imported successfully, you will receive a notification.