Check a specific folder for new files. Keep clicking to go inside nested folders and use Return to Top to start over at the top level.

**Note:** new files added to folders inside the folder you choose here will NOT trigger this Zap.

Select a type if you would like to download all items in a folder of a selected type.

Enter text. Will sort files in folder to only return items containing the entered string in their name.

Choose the folder you would like to create a link in. Notice links can not be created in the Top folder.

Please enter the desired name of your link or insert a variable from the trigger app.

Please select the desired URL field from your Trigger fields.

Please enter a description for the created link.

Choose the folder you would like to create a note in.

Please enter a description for the created note.

Please enter the desired name of your note or insert a variable from the trigger app.

Choose the folder you would like to create a URL in. <strong>Note:</strong> URLs can not be created in the Top folder.

Please enter the desired name of your URL or insert a variable from the trigger app.

Please enter a description for the created URL.

Folder you would like the item copied to.

Insert the ID field from the New File trigger.

Select a folder from the provided drop down for this folder to be created in. Keep clicking to go inside nested folders. Once in a nested folder choose top to return to the top folder and start the process again.

Choose the folder you would like to create a link in.

Please select a link field from the insert dropdown.

Desired password for client. must contain at least 8 characters, containing at least 1 number, 1 upper case letter, and 1 lowercase letter.

Choose true to allow created user to reset their password choose false to require them to keep assigned password.

Choose true to allow created user to view account settings, choose false to prevent this.

Choose the item you would like to move. Insert the ID field from the New File trigger.

Folder you would like the item moved to. Keep clicking to go inside nested folders. Once in a nested folder choose top to return to the top folder and start the process again.

Please choose the folder to upload file to. Keep clicking to go inside nested folders. Once in a nested folder, you can "Return to [Parent Folder]" to jump back up a level.

<strong>Important</strong>: Files cannot be uploaded to the "Top" folder.

Please select a file object from the available Trigger fields.

To learn more, read the [ShareFile API Documentation](https://api.sharefile.com/rest/)

Select “Yes” to [stop this Zap step](https://help.zapier.com/hc/en-us/articles/20505304170637-Review-Zap-run-statuses#h_01HD20969HPZ01ENM30NQR79X5) if the app returns an error and enable automatic authentication refresh. Select “No” to run the Zap step regardless of errors. Learn more about [API Request action error handling](https://help.zapier.com/hc/en-us/articles/12899473501453#h_01JKRBY68EDXBB1V817DSTRZ0N).

Requests can only be made to domains associated by this application. Read more about [API Request Setup](https://help.zapier.com/hc/en-us/articles/12899607716493).

Any parameters added to a URL will be URL-encoded and appended to the request URL to pass additional data to the API request.

These headers and values will be applied to the request in addition to any headers created as part of authentication. Authentication headers are added automatically.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, `{"foo": "bar"}` is perfectly valid.

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

ShareFile

Map a file from a previous step (e.g., Google Drive). The file will be downloaded and converted to Base64.

Select how long the document should be archived. Defaults to 10 years if not set.

Parallel to Search Attribute Values (same ordering).

Parallel to Search Attribute Names (same ordering).

swiDOC is a secure e-archiving solution that stores documents tamper-proof, keeps them organized, and accessible anytime.

swiDOC

Manually archiving new files from ShareFile takes time and increases the chance of mistakes. This Zap automatically archives every new file uploaded to ShareFile in swiDOC. That way, your documents are always securely stored and tamper-proof without requiring manual effort.

ShareFile + swiDOC

Archive new ShareFile files in swiDOC

Supported triggers and actions

New Client

Add Note

Create Folder

Upload File

Archive Document

New File

Add URL

Create Client User

API Request (Beta)

About ShareFile

Related categories

About swiDOC

Related categories